Savant Capital Management, an independent, nationally recognized, fee-only wealth management firm headquartered in Rockford, with an additional location in Freeport, has been ranked by InvestmentNews as one of the Top 10 Registered Investment Adviser firms in the Midwest, based on total assets under management (AUM).
Savant earned the No. 6 spot with a total AUM of $5.62 billion. InvestmentNews’ analysis was based on data reported to the Securities and Exchange Commission as of Nov. 1 and did not include asset management companies or firms with broker-dealer relationships. To view the complete list of top Midwest RIA firms, click here.
“For more than 30 years, Team Savant has been delivering comprehensive wealth management services to our clients,” said Brent Brodeski, CEO of Savant. “It’s an honor to be recognized as being a top RIA firm and we are thankful to our clients for the opportunity to grow and expand our business.”
Earlier this year, Savant also was named by InvestmentNews in its 2018 nationwide ranking of leading RIA firms. Savant ranked No. 45 on the comprehensive list of more than 2,100 firms. The list was based on total AUM and is the 11th time Savant had been recognized on the nationwide list. To view the full list, click here.
About Savant Capital Management
Savant Capital Management is a leading independent, nationally-recognized, fee-only firm serving clients for 30 years with over $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. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services.
Please Note: LIMITATIONS: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant 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 (see link[s] as to participation data). No ranking or recognition should be construed as a current or past endorsement of Savant by any of its clients. ANY QUESTIONS: Savant’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.
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.