Jack Phelps Named to AdvisorHub’s 2025 “250 Advisors to Watch” Ranking
We’re pleased to announce that Jack Phelps, a senior managing partner and financial advisor in Savant’s Wellesley, Massachusetts, office, has earned national recognition from AdvisorHub as one of its “250 Advisors to Watch” in the 2025 RIA ranking.
Announced on June 12, this annual ranking honors advisors who lead high-performing, efficient teams that have successfully scaled their practices while maintaining strong growth and an unwavering commitment to exceptional client service.
Phelps earned the No. 180 spot. Based in Wellesley, MA, he is a financial advisor, senior managing partner, and member owner of Savant.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
2025 AdvisorHub 250 Advisors to Watch RIAs: This rating was published in June 2025. Advisors are ranked on a 100-point scale in three categories. Scale: relative size of assets, production, and quality of service; Growth: relative year-over-year change in assets, clients, and production; Professionalism: regulatory record, community involvement, mentorship, and team makeup. Advisors must have at least $150m in AUM, seven years’ experience, two years at current firm and in good standing, and a clean regulatory record two or fewer complaints and no significant judgments). Savant did not pay a fee to be included in the rankings.