Savant Earns Ranking on Barron’s Top 100 RIA Firms List for 2023
Firm Ranked 31st on the Prestigious List
Savant Wealth Management is pleased to announce it has been recognized by Barron’s as one of the 2023 Top 100 Registered Investment Advisor (RIA) Firms. Savant earned the No. 31 spot, moving up from its No. 33 ranking in 2022 and No. 36 in 2021.
“Inclusion in this esteemed group of RIA firms is a testament to Savant’s growth, standards, and dedication to exceptional client service,” said Brent Brodeski, CPA, CFP®, CFA®, MBA, chief executive officer of Savant. “In recent years, our firm has been pursuing an accelerated growth plan to improve our offerings to clients and better serve our communities. We’re pleased to be recognized by Barron’s for our ongoing progress.”
Barron’s, a weekly newspaper that reports on current financial information and market developments, weighed numerous factors in the rankings including assets under management, technology spending, staff diversity, and succession planning. Savant manages more than $20 billion in assets for its more than 12,800 clients worldwide. The firm has 35 offices located across 13 states.
2023 Barron’s Top 100 Registered Investment Advisory (RIA) Firms: This annual ranking published in September 2023 weighed numerous factors in the rankings including technology spending, staff diversity, and succession planning. Advisors who wish to be ranked complete a 102-question survey about their practice. Barron’s verifies the data of the advisory firms with regulatory databases to apply a rankings formula to generate the ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice as of June 20, 2023. Barron’s completes multiple calculations in each of these categories. Savant did not pay a fee to be included in this ranking.
Please Note: Limitations: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, 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 the Company is engaged, or continues to be engaged, to provide investment advisory services.
Savant is a registered Investment advisor. 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 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. Please read our Important Disclosures at savantwealth.com.