Savant Wealth Management Named to Inaugural CNBC Elite Advisors List
National Recognition Highlights Savant’s Work Serving Ultra-High Net Worth Individuals and Families
Key Facts at a Glance
- CNBC Elite Advisors is a new list recognizing 25 of the nation’s leading investment advisors serving ultra-high net worth clients
- The inaugural list was published June 22, 2026
- Firms on the list serve clients with investable assets of $25 million or more
- CNBC consulted with AccuPoint Solutions and Cerulli Associates to help develop the methodology and assess participating firms
- CNBC accepts no payment for placement on the list
ROCKFORD, Ill. (Jun. 22, 2026) – Savant Wealth Management, a fee-only registered investment adviser (RIA), announced it has been named to the inaugural CNBC Elite Advisors list, which recognizes 25 of the nation’s leading investment advisers serving ultra-high net worth individuals and family offices. The list was published June 22, 2026. Savant did not pay a fee to be considered for or included on the list.
The CNBC Elite Advisors list recognizes firms that serve clients with investable assets of $25 million or more, with a focus on complex financial needs that extend well beyond investment management. Those needs often include tax, estate, and trust planning; business advisory and philanthropic services; family governance; and intergenerational wealth transfer. CNBC consulted with AccuPoint Solutions and Cerulli Associates to help develop the methodology and assess participating firms.
“Being named to the inaugural CNBC Elite Advisors list is meaningful recognition of the work our team does every day for clients with complex financial lives,” said Brent Brodeski, CFP®, CPA, CFA®, MBA, founder and CEO of Savant Wealth Management. “We believe serving ultra-high net worth individuals and families well requires far more than investment management. It requires a deep bench of specialists, a coordinated approach, and a genuine commitment to understanding what matters most to each client and their family. We are proud to be recognized alongside some of the nation’s leading firms in this space.”
For 2026, the CNBC Elite Advisors are headquartered across 15 states and collectively oversee $2.1 trillion in assets under management. They average 31 years in business.
2026 CNBC Elite Advisors: The inaugural CNBC Elite Advisors list was published June 22, 2026, by CNBC. The list recognizes 25 investment advisors serving ultra-high net worth individuals and family offices, defined as clients with investable assets of $25 million or more. To help develop the methodology and assess participating firms, CNBC consulted with AccuPoint Solutions and Cerulli Associates. The list evaluates firms that serve complex client needs, including investment management, tax and estate coordination, philanthropy, family governance, and private wealth services. CNBC compiled the list based on firm-submitted data and a quantitative analysis of factors including UHNW assets, client services, and firm reputation. Participating firms were also subject to due diligence, including a review of regulatory disclosures in their Form ADV filings, according to CNBC’s methodology. CNBC accepts no payment for placement on the list. Savant did not pay a fee to be considered for or included on the CNBC Elite Advisors list.
About Savant Wealth Management
Celebrating its 40th year, Savant Wealth Management is an independent, nationally recognized, fee-only firm serving clients with approximately $52 billion in assets under management and $1.4 billion in assets under advisement as of May 31, 2026. As a fiduciary advisor, Savant provides investment management, comprehensive financial planning, retirement plan services, and family office solutions to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll, and consulting services through its affiliate, Savant Tax & Consulting, and estate planning document preparation and related legal services through its affiliated law firm, Savant Legal LLP.
Savant is a registered investment adviser. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he or she will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services. Please read our Important Disclosures at savantwealth.com.