Tag: Recognition

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.

Savant Wealth Management Named One of America’s Top Financial Advisory Firms by Newsweek
Savant Wealth Management, a fee-only registered investment adviser (RIA), announced it was named by Newsweek as one of America’s Top Financial Advisory Firms in 2025. The ranking highlighted firms that offer innovative financial solutions, a commitment to fiduciary responsibility, and a client-first approach.

Savant Wealth Management Advisor Named Five Star Wealth Manager
Donald Duncan, a financial advisor, managing director, and member owner, has been recognized as a 2024 Five Star Wealth Manager by Five Star Professional for the 11th time. Duncan, who joined Savant in 2018, serves the firm’s Chicago and Santa Fe offices.

Savant Wealth Management’s Brent Brodeski named CEO of the Year
The Daily Herald published an article about Brent Brodeski, CEO of Savant Wealth Management, being named CEO of the Year for RIA firms with assets of $20 billion or more by WealthManagement.com.

Savant Wealth Management Ranks 17th on Barron’s 2024 Top 100 RIA Firms
Savant announced it ranked number 17 on the Barron’s list of 2024 Top 100 RIA Firms, moving up from number 31 in 2023 and number 33 in 2022. The publication’s ninth annual ranking of independent advisory firms, released this month, is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics.

Savant Wealth Management Earns Spot on Inc. 5000 List of America’s Fastest-Growing Companies
Savant Wealth Management announced it was named to the annual Inc. 5000 list of fastest-growing private companies in America for the second consecutive year. This year, Savant ranked No. 3,871, an increase from ranking 4,589 in 2023.

5 Things You Need To Know To Survive And Thrive After A Divorce
Financial advisor Allison Alexander was profiled in Authority Magazine in an article about how to survive and thrive after a divorce.

Savant Wealth Management Ranked Among the Top RIA Firms in the Nation
Savant Wealth Management recently received recognition from InvestmentNews, a leading source of essential news for financial advisors, and Forbes, a global financial news resource.

Savant Wealth Management Achieves Numerous Industry Recognitions in 2022
Savant received numerous industry recognitions in 2022, based on various quantitative and qualitative criteria, including assets under management, growth, client retention, and more.

Savant Wealth Management, Advisor Jakob Loescher Receive Industry Honors
Savant and Financial Advisor/Team Lead Jakob C. Loescher have been recognized as leaders by Barron’s and Forbes, respectively.

AdvisoryHQ Names Savant Wealth Management to List of Top Chicago Advisors
Savant has been named one of the “Top 12 Financial Advisors and Wealth Management Firms” in Chicago for 2020-2021 by AdvisoryHQ.