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Savant Among the Top 50 Registered Investment Advisor Firms in the Nation

Savant Wealth Management, a nationally recognized, fee-only wealth management firm headquartered in Rockford, continues to be recognized throughout the financial services industry as a top ranked registered investment advisor (RIA) firm.

Financial Advisor, a leading financial trade publication, has ranked Savant No. 43 in its 2021 RIA Ranking. The list includes more than 600 RIAs from across the nation and is based on a survey of the firms’ discretionary and nondiscretionary assets under management (AUM), as reported to the Securities and Exchange Commission (SEC). This is the 13th consecutive year Savant has made the list. Click here to view the full 2021 rankings.

This recognition comes on the heels of earning two other national rankings. Last month, Savant was ranked by InvestmentNews as one of the top fee-only RIAs in the nation and by Accounting Today as one of the nation’s leading Certified Public Accountant (CPA) firms by AUM.

Savant serves more than 6,500 clients, employs more than 200 team members, and manages more than $10.5 billion in assets.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with more than $11 billion in assets under management and assets under advisement (as of 6/30/2021). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

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/she will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Savant did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Savant by any of its clients. (click here for participation criteria/methodology, to the extent applicable).

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Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.