Industry trade publications release national rankings of top RIA and CPA firms in 2019
Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, with locations in Chicago, Downers Grove, Freeport, Hoffman Estates, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Santa Fe, NM; McLean, VA; and Madison and Park Falls, WI, has been recognized by Financial Advisor, Financial Times, and InvestmentNews as a leading Registered Investment Advisor (RIA) firm and by Accounting Today as one of the nation’s leading CPA firms by assets under management (AUM).
Financial Advisor magazine has ranked Savant #48 in its 2019 list of top RIA firms. The list includes nearly 700 RIAs from across the nation and is based on a survey of the firms’ discretionary AUM. This is the tenth consecutive year Savant has made the list. To view the complete list, click here.
Additionally, Savant has been named to the Financial Times’ “FT 300: Top Registered Investment Advisers” list for 2019. Areas of consideration include adviser AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility. This is the fifth year that Savant has been recognized. Click here to view the complete list.
The firm also was named by financial trade publication InvestmentNews as one of its 2019 nationwide ranking of leading RIA firms. Savant ranked #32 on the comprehensive list of more than 2,200 firms, climbing 15 spots from 2018. The list is based on total AUM and is the twelfth time Savant has been recognized. To view the full list, click here.
Accounting Today magazine has ranked Savant for the seventh time in its “Top Wealth Magnet” list. Savant was ranked #5 out of 150 leading CPA financial planning firms in the United States. Savant is part of the “Billion Dollar Club” category based on AUM, now managing over $6 billion in assets for its clients. Click here for the complete list.
“We are proud to be recognized by the industry’s leading trade media, alongside the nation’s most successful RIA and accounting firms,” said Brent Brodeski, CEO of Savant. “As we celebrate these achievements with Team Savant and with our clients, we will continue pursuing our vision of helping to build ideal futures for our clients, our team, and the communities we serve.”
For more information about Savant Capital Management, visit savantcapital.com.
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 Capital Management is a Registered Investment Advisor. Rankings and/or recognition by 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 level 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. Savant did not pay to participate in these rankings and/or recognitions.Click here for more information about Savant or to view our Important Disclosures.