Tag: Recognition
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.
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.
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).
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.
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.