Four Savant Advisors Recognized on the 2026 Forbes Best-in-State Wealth Advisors List
We’re excited to share that four Savant advisors have been recognized on the 2026 Forbes Best-in-State Wealth Advisors list, developed by SHOOK Research and published by Forbes.
Please join us in congratulating:
• 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. We’re proud to see our team’s work recognized across multiple states. https://www.forbes.com/lists/best-in-state-wealth-advisors/
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. 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. Compensation has been paid for the right to use Forbes logo and to access premium website features.
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.