Savant Capital Management, a nationally-recognized, fee-only wealth management firm headquartered in Rockford, announced today that CEO and Financial Advisor Brent Brodeski and Financial Advisor Jakob Loescherhave been named to Forbes’ 2019 list of Best-in-State Wealth Advisors. The ranking includes 84 Illinois-based wealth management advisors, outside of Chicago, naming Brodeski #2 and Loescher #38.
Forbes is an American business magazine and a leading source for reliable business news and financial information. The Forbes ranking of Best-In-State Wealth Advisors spotlights more than 3,000 advisors who have been ranked in their respective states. Advisors were nominated by their firms – and then researched, interviewed and assigned a ranking within their respective states by SHOOK Research.
Brodeski co-founded Savant, which manages nearly $6 billion in assets and employs more than 150 team members. Headquartered in Rockford, Savant also has offices in Chicago, Downers Grove, Freeport, Hoffman Estates, Naperville, Peoria, St. Charles, Sterling, and Wilmette; Santa Fe, New Mexico; McLean, Virginia; and Madison and Park Falls, Wisconsin.
Loescher, who started as an intern with Savant and is now a financial advisor in the firm’s Rockford office and an employee member of the firm, was also recently ranked #10 in Forbes’ list of America’s Next Gen Advisors in 2018. He has been involved in the financial services industry since 2007.
“I am honored to join Jake in being recognized by Forbes on this year’s Best-in-State Wealth Advisors list,” said Brodeski. “Our team works in our clients’ best interest every day and recognitions like this reflect our passion and drive to help our clients build their ideal futures.”
More than 29,000 nominations were received for the Forbes recognition. According to SHOOK, the rankings are based on in-person interviews, industry experience, compliance records, revenue produced, and assets under management. Click here to view the complete list of Best-In-State Wealth Advisors.
About Savant Capital Management
Savant Capital Management is a leading independent, nationally-recognized, fee-only firm serving clients for 30 years with nearly $6 billion in assets under management. As a trusted advisor, Savant Capital 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 regularly recognized among the top wealth managers in the United States. Savant was the recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence in the business of independent financial advice. Savant has consistently received other industry recognitions including recently being featured on the Forbes’ top 200 financial advisors list, the Barron’s top 20 independent advisory firms list, being named the #9 rated RIA firm by Financial Planning magazine, and included in additional top advisors lists by Financial Advisor magazine and InvestmentNews.
Savant Capital Management is a Registered Investment Advisor. Past performance is no guarantee of future results. Rankings and/or recognition by Forbes and other unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain levels of results if Savant is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Savant by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared by the recognized adviser. Participation in the “Forbes Best-in-State Wealth Advisors 2019” survey for Illinois was free and Savant did not pay a fee to be considered for an award. Savant may purchase plaques or reprints to publicize rankings.
Award Criteria: SHOOK scours the financial services industry—banks, brokerages, custodians, insurance companies, clearing houses and others for nominations. SHOOK accepts advisors who meet pre-determined minimum thresholds and acceptable compliance records. As of this date, SHOOK has received almost 30,000 nominations—advisors who meet SHOOK’s thresholds. SHOOK invited 5,961 of these nominees to complete an online survey. Unlike other advisor rankings, SHOOK is not a “robo-ranker”—numbers such as production and assets don’t tell the whole story, especially when much of the data is self-reported. SHOOK Research creates rankings of role models—advisors that are leading the way in offering best practices and providing a high-quality experience for clients. A focus on both quantitative and qualitative factors, including telephone and in-person meetings, is imperative.
Savant Capital Management and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Savant Capital Management. The Best-in-Business IMPACT Award™ is not an endorsement, testimonial endorsement, recommendation or referral to Savant Capital Management with respect to its investment advisory and other services.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.