Madison, WI (July 27, 2016) – Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, with offices in 12 locations in three states, including Madison, has been recognized by Financial Advisor, Financial Times and InvestmentNews as one of the leading registered investment advisors (RIA) in the country and by Accounting Today magazine as one of the nation’s leading CPA firms by assets under management (AUM).
Annually, Financial Advisor magazine ranks the top RIA firms across the United States based on a survey of the firms’ discretionary AUM. The 2016 ranking includes more than 600 RIAs from across the country, naming Savant #48. This is the eighth consecutive year for Savant to be recognized by the prestigious publication. Click here to view the full list.
For the third year in a row, Savant has been named to Financial Times “300 Top Registered Investment Advisers” list. Savant is one of 19 Illinois RIA firms to be recognized. The results of the list were based on AUM, asset growth rate, the firm’s longevity, compliance record, industry certifications and online accessibility. Click here to view the entire list.
Additionally, InvestmentNews released the results of its 2016 ranking of leading RIA firms, naming Savant #45 nationally, based on total AUM. This is Savant’s ninth consecutive national ranking in this prominent financial trade magazine. Click here to view the full list.
For the fourth year, Savant has landed a spot on the “Top Wealth Magnet” list by Accounting Today magazine. Savant ranked sixth out of 28 top CPA Financial Planning firms in the United States as part of the “Billion Dollar Club” category based on AUM. Savant manages nearly $4.5 billion in assets for its clients. According to the magazine, the Wealth Magnets pay close attention to the news and markets, seeking out or developing new investment vehicles, and closely monitoring and carefully tweaking their strategies to keep their clients’ financial plans on task. Click here for the complete list.
“We are honored to be named to these industry publications’ top lists,” said Brent Brodeski, CEO of Savant. “Rankings such as these are a direct result of Savant remaining independent and steadfast in our approach. As a fiduciary, we act in our clients’ best interests and strive to set the standard of excellence for our industry and in all that we do. We are excited to continue moving forward with these same core values.”
About Savant Capital Management
Savant Capital Management is a leading independent, nationally-recognized, fee-only firm, serving clients for 30 years with nearly $4.5 billion in assets under management. As a trusted advisor, Savant Capital Management offers investment management, financial planning 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 such as being named a top RIA firm by Financial Planning magazine, Financial Advisor magazine and InvestmentNews and being recognized by Barron’s magazine as a top advisor in the United States.
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 and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. For more information about Savant or to view our Important Disclosures, go to www.savantcapital.com.
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.