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Savant Continues to be Recognized as a Top Investment and Accounting Leader

Industry trade publications release national rankings of top RIA and CPA firms in 2019

Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, with locations in Chicago, Downers Grove, Freeport, Hoffman Estates, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Santa Fe, NM; McLean, VA; and Madison and Park Falls, WI, has been recognized by Financial Advisor, Financial Times, and InvestmentNews as a leading Registered Investment Advisor (RIA) firm and by Accounting Today as one of the nation’s leading CPA firms by assets under management (AUM). 

Financial Advisor magazine has ranked Savant #48 in its 2019 list of top RIA firms. The list includes nearly 700 RIAs from across the nation and is based on a survey of the firms’ discretionary AUM. This is the tenth consecutive year Savant has made the list. View the complete list.

Additionally, Savant has been named to the Financial Times’ “FT 300: Top Registered Investment Advisers” list for 2019. Areas of consideration include adviser AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility. This is the fifth year that Savant has been recognized. View the complete list.

The firm also was named by financial trade publication InvestmentNews as one of its 2019 nationwide ranking of leading RIA firms. Savant ranked #32 on the comprehensive list of more than 2,200 firms, climbing 15 spots from 2018. The list is based on total AUM and is the twelfth time Savant has been recognized. View the complete list.

Accounting Today magazine has ranked Savant for the seventh time in its “Top Wealth Magnet” list. Savant was ranked #5 out of 150 leading CPA financial planning firms in the United States. Savant is part of the “Billion Dollar Club” category based on AUM, now managing over $6 billion in assets for its clients. View the complete list.

“We are proud to be recognized by the industry’s leading trade media, alongside the nation’s most successful RIA and accounting firms,” said Brent Brodeski, CEO of Savant. “As we celebrate these achievements with Team Savant and with our clients, we will continue pursuing our vision of helping to build ideal futures for our clients, our team, and the communities we serve.” 

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for 30 years with more than $6 billion in assets under management. 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.

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Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. SEC registration does not imply a certain level of skill or training. Past performance may not be indicative of future results. 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 content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. All investment strategies have the potential for profit or loss. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.

Rankings and/or recognition by Financial Advisor rating services and/or publications should not 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, nor should it be construed as a current or past endorsement of Savant by any of its clients. Rankings published by Financial Advisor, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Savant did not pay fees to be considered.

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflects each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300. Rankings and/or recognition by Financial Times should not 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, nor should it be construed as a current or past endorsement of Savant by any of its clients. Savant did not pay a fee to be considered for any ranking or recognition by Financial Times.