Savant Wealth Management Financial Advisors Among the Top 200 RIAs in the Nation
AdvisorHub Recognizes Four Savant Advisors in Its “Advisors to Watch” Rankings
Savant Wealth Management announced four of its financial advisors were individually recognized by AdvisorHub in its 1,000 Advisors to Watch 2024 rankings. Dennis Covington, CFP® (Atlanta, GA), Danielle Dahn, CFP®, MBA (Naperville, IL), Jack Phelps (Wellesley, MA), and DeLynn Zell, CFP® (Birmingham, AL) were listed among the top 200 RIAs in the country. The ranking, released on June 18, recognizes advisors who have achieved growth because of efficient and productive teams that have maintained healthy growth without compromising their level of client service.
Covington ranked fourth, Zell ranked 44th, Dahn ranked 74th, and Phelps ranked 163rd among the top 200 RIAs. To qualify, nominees needed at least seven years of experience, a minimum of $150 million in assets under management (AUM), and a clean regulatory record. AdvisorHub ranked nominees on the size and makeup of their practice, year-over-year growth, and professionalism. Savant did not pay a fee to participate, and nominations were open to any firm or advisor.
“I am incredibly proud of Dennis, DeLynn, Danielle, and Jack for being recognized by AdvisorHub and for being among some of the industry’s top performers,” said Brent Brodeski, CPA, CFP®, CFA®, MBA, CEO of Savant. “This achievement exemplifies not only their commitment to clients and community, but Savant’s commitment to fostering a culture of excellence, integrity, lifelong learning, growth, and servant leadership.”
In this year’s ranking, AdvisorHub identified several trends driving advisors’ successes, including teamwork, systemization and AI usage, “advisor plus” models that integrate service offerings like estate and tax planning, and aligning values with investments as a form of personalization for clients. For more information about the 2024 AdvisorHub rankings, visit advisorhub.com.
AdvisorHub 1,000 Advisors to Watch: This annual ranking published in June 2024 includes advisors who have at least seven years of experience, $150 million in AUM, and a clean regulatory record. Advisors were ranked on the size and make-up of their practice; year-over-year growth; and professionalism. Savant did not pay a fee to be included in this ranking.
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 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.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.