Savant Wealth Management Ranks #5 on Financial Planning’s Top 20 RIAs 2025 List
Savant Wealth Management has been recognized by Financial Planning as #5 on its list of the top 20 fee-only RIAs in the nation, based on assets under management (AUM) from ADV filings as of May 1, 2025. Savant did not pay a fee to be included in this ranking, which was announced on Nov. 18, 2025.
Financial Planning’s data partner, COMPLY, compiled the rankings using six criteria from fims’ required SEC Form ADV filings on May 1, 2025:
- Firms must have zero registered representatives of a broker-dealer.
- At least 50 percent of the firm’s clients must be individuals or high-net-worth individuals.
- Firms must not list commissions as a compensation arrangement.
- Firms must have more than zero financial planning clients.
- Firms must not list commission-taking businesses in “other business activities.”
- Firms cannot be affiliated under common ownership with commission-taking businesses.
2025 Financial Planning Top 20 RIA Leaders by AUM: This rating was tabulated by COMPLY and published on Nov. 18, 2025. Ratings were based on AUM data from firm ADV filings as of May 1, 2025. Savant did not pay a fee to be included in this rating. For more details on methodology, please see the link. Savant did not pay a fee to be included in this rating and did not pay to license marketing materials post-ranking.