Tag: Recognition
Best Financial Planners in the US | 5-Star Financial Planners
Four Savant advisors were recognized by InvestmentNews as some of the Best Financial Planners in the U.S., honoring excellence, integrity, and client-focused planning.
Four Savant Advisors Named to Forbes Best-in-State Wealth Advisors List
Four Savant Wealth Management advisors were named to the 2026 Forbes Best‑in‑State Wealth Advisors list, earning recognition across four states.
Media Mention – Charles Bean Barron’s Best Advisors in MA
Charles Bean of Savant Wealth Management recognized by Barron’s as a 2026 top Massachusetts financial advisor for leadership.
Savant Financial Advisor Jenny Sneed Named to Forbes’ Top Women Wealth Advisors List
Savant financial advisor Jenny Sneed was named to Forbes’ Top Women Wealth Advisors Best-In-State.
Savant CEO Brent Brodeski Recognized as a Chicago Titan for Third Consecutive Year
Savant CEO Brent Brodeski named a Chicago Titan for the third year, earning Hall of Fame honors for leadership and industry impact.
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.
Savant CEO Brent Brodeski Named as a Chicago Titan for Third Consecutive Year and Honored in Hall of Fame
Brent Brodeski, CEO of Savant Wealth, named to Chicago Titan 100 list honoring top business leaders for 2026.
Stephanie Willison Named One of the Best Financial Advisors in Indianapolis
Digital Reference highlights professionals who distinguish themselves in their fields and has recognized Stephanie Willison for her role as a financial advisor in Indianapolis.
Savant Wealth Management Ranks 12th on Barron’s 2025 Top 100 RIA Firms
Savant Wealth Management, a fee-only registered investment adviser (RIA), announced it ranked number 12 on the Barron’s list of 2025 Top 100 RIA Firms, moving up from number 17 in 2024 and number 31 in 2023.
Savant Wealth Management Ranked #12 on Barron’s 2025 Top RIA Firms
Savant Wealth Management ranks 12th in Barron’s Top 100 Independent Advisory Firms, recognized for growth, technology, and succession planning.
Savant Wealth Management Recognized by InvestmentNews in 5-Star Wealth Management Teams 2025 Special Report
Savant Wealth Management, a fee-only registered investment adviser (RIA), announced that its Birmingham, AL, Atlanta, GA, Rockford and Lincolnshire, IL, and Middleton, WI, teams were recognized by InvestmentNews as 5-Star Wealth Management Teams 2025.
Savant Wealth Management Ranks #4 on Financial Planning’s Top 20 RIA Leaders 2024 List
Savant Wealth Management, a nationally recognized, fee-only registered investment advisor (RIA), has been recognized by Financial Planning as #4 on its list of the top 20 fee-only RIAs in the nation by assets under management (AUM) for 2024.