Savant Wealth Management among top U.S. firms by number of advisors
ROCKFORD, Ill. (Oct. 29, 2020) – Savant Wealth Management has been named a top 15 firm by number of advisors, according to business information company Financial Planning.
A nationally recognized, fee-only wealth management firm headquartered in Rockford, Savant Wealth Management (formerly Savant Capital Management) was ranked No. 4 by number of advisors. At the time of the ranking, the firm had 79 advisors and managed $6.69 billion in assets.
Financial Planning named Savant to its top 15 list, which only included firms that specifically provide financial planning services to retail clients on a fee-only basis. Firms were required to serve at least 50 percent individual or high-net-worth clients, and could not take commissions or retain broker-dealer affiliations. Rankings also were based on the number of investment advisor representatives listed on SEC Form ADV as of May 1, 2020.
Through digital, print, social media, and live event platforms, Financial Planning is an industry resource for more than 460,000 financial planning professionals. Click here to view the complete top 15 list.
About Savant Wealth Management
Savant Wealth Management, formerly known as Savant Capital Management, is a leading independent, fee-only firm serving clients for 30 years with more than $8.3 billion in assets under management. Savant Wealth Management offers investment management, financial planning, retirement plan, and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.
Savant is headquartered in Rockford, with locations in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA. Please see Important Disclosures at savantwealth.com.
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 Wealth Management is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Savant Wealth Management did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Savant Wealth Management by any of its clients. ANY QUESTIONS: Savant Wealth Management’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.
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