Tag: Recognition

Media Mention
March 6, 2023
Savant Wealth Management

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.

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January 12, 2023
Savant Wealth Management

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.

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October 21, 2022
Savant Wealth Management

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.

Partnerships/Industry
October 1, 2021
Savant Wealth Management

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.

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September 24, 2021
Savant Wealth Management

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.

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August 2, 2021
Savant Wealth Management

Savant Among the Top 50 Registered Investment Advisor Firms in the Nation

Financial Advisor, a leading financial trade publication, has ranked Savant No. 43 in its 2021 RIA Ranking. This is the 13th consecutive year Savant has made the list.

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June 30, 2021
Savant Wealth Management

Savant Continues to Earn Recognition for Financial Planning Services

Savant has been recognized by InvestmentNews as one of the top fee-only Registered Investment Advisors (RIAs) in the nation and by Accounting Today as one of the nation’s leading Certified Public Accountant (CPA) firms by assets under management (AUM).

Partnerships/Industry
February 26, 2021
Jake Loescher

Savant Advisor Ranked on Forbes’ Best-in-State Wealth Advisors List

We’re proud to announce that Jakob Loescher has been named to the Forbes’ Best-in-State Wealth Advisors List.

Partnerships/Industry
December 22, 2020
Savant Wealth Management

Savant Named One of the Top Financial Advisors in Wisconsin

Savant is proud to announce we’ve been named one of the 10 Best Financial Advisors & Wealth Management Firms in Wisconsin by AdvisoryHQ.

Press Release
November 30, 2020
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Bradley Stewart Receives 2020 Rising Star Award from Greater Freeport Partnership

Savant is excited to announce that financial advisor Bradley Stewart received the 2020 Rising Star Award from the Greater Freeport Partnership.

Press Release
October 29, 2020
Phil Huber

Phil Huber Named a Top 100 Influential Financial Advisor

Phil Huber was selected by Investopedia as one of its Top 100 Most Influential Financial Advisors for 2020.

Partnerships/Industry
October 29, 2020
Savant Wealth Management

Savant Named a Top 15 Firm in the Nation

Savant Wealth Management has been named a top 15 firm by number of advisors, according to business information company Financial Planning.