Four Savant Advisors Named to Forbes Best-in-State Wealth Advisors List
— Advisor recognized across four states by Forbes and SHOOK Research —
Key Facts at a Glance
- Four Savant advisors were recognized on the 2026 Forbes Best‑in‑State Wealth Advisors list.
- Honorees represent four states and include both state and high‑net‑worth categories.
- The list is developed by SHOOK Research and published by Forbes.
ROCKFORD, Ill. (Apr. 14, 2026) – Savant Wealth Management, a fee-only registered investment adviser (RIA), announced that four of its advisors have been named to the 2026 Forbes Best‑In‑State Wealth Advisors list, recognizing financial advisors across the country for their experience, client focus, and professional excellence.
The Savant advisors named to the list are:
- Charles S. Bean III, CLU®, ChFC®,ranked No. 4 on the Massachusetts Best‑In‑State High Net Worth Advisors list
- Jakob C. Loescher, CFP®, ChFC®, AIF®, CRPC®, CRPS®, ranked No. 23 on the Illinois Best‑In‑State Advisors list
- Larry Heller, CFP®, CDFA®, ranked No. 53 on the New York – Long Island Best‑In‑State High Net Worth Advisors list
- D. Wayne Harris, CFP®, ranked No. 83 on the Alabama Best‑In‑State Advisors list
“We believe this recognition reflects the depth of experience across our firm and the commitment our advisors bring to their clients every day,” said Brent Brodeski, CPA, CFP®, CFA®, MBA, founder and CEO of Savant Wealth Management. “Chuck, Jake, Larry, and Wayne each exemplify the values we believe matter most in this profession: experience, integrity, and a client‑first mindset.”
The Forbes Best‑In‑State Wealth Advisors list highlights advisors who demonstrate strong professional records and adherence to industry best practices. Rankings are based on both qualitative and quantitative data and are intended to help investors identify advisors within their state.
2026 Forbes Best‑In‑State Wealth Advisors: This annual rating was published in April 2026 and based on data within a 12-month period ending June 30, 2025. The rating is developed by SHOOK Research and published by Forbes. Neither Forbes nor SHOOK Research receive a fee in exchange for rankings, and Savant Wealth Management did not pay to participate in or be considered for this recognition. Compensation has been paid for the right to use Forbes logo and to access premium website features.
Frequently Asked Questions
Did Savant pay for this recognition?
No. Savant Wealth Management did not pay to participate in or be considered for the Forbes Best‑In‑State Wealth Advisors ranking. Compensation has been paid for the right to use Forbes logo and to access premium website features.
What does this ranking measure?
The ranking evaluates advisors using a combination of qualitative interviews and quantitative data, including industry experience, revenue trends, assets under management, service models, and compliance history. Investment performance is not evaluated.
Does this recognition indicate future performance or results?
No. Third‑party rankings and recognitions are not indicative of future investment performance and should not be construed as an endorsement by any client.
Who conducts and publishes the ranking?
The ranking is conducted by SHOOK Research and published by Forbes.
Methodology
The Forbes Best‑In‑State Wealth Advisors ranking is developed by SHOOK Research and published by Forbes. Advisors are evaluated based on qualitative criteria gained through in‑person, virtual, and telephone interviews, along with quantitative data such as revenue trends and assets under management. Additional factors include service models, compliance records, and industry experience. Advisors considered for the ranking have a minimum of seven years of experience. Investment performance is not a criterion due to varying client objectives and the lack of audited data. Neither Forbes nor SHOOK Research receive a fee in exchange for rankings, and Savant Wealth Management did not pay to participate in or be considered for this recognition.
About Savant Wealth Management
Celebrating its 40th year, Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients with approximately $50 billion in assets under management and $1.9 billion in assets under advisement as of Mar. 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.