Madison, WI (September 8, 2016) – Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, has been named to Barron’s Top 20 Independent Advisory Firms list. The inaugural ranking named Savant #18.
Brent Brodeski, CEO of Savant, was asked by Barron’s for his comments on the firm’s advisory practice. “The solo practitioner is well suited to providing investment advice,” he said. “But when you start layering on the complexity of taxes and estates and the various other components of a financial life, it’s more than an advisor—or even two or three advisors—can handle effectively. With a firm, the identity isn’t the advisor, it’s the culture and the organization and team of individuals. Having the breadth and depth of a large team can answer questions that clients didn’t even know they had.”
Barron’s reports weekly on current American financial information, market developments, and relevant statistics. The inaugural Top 20 Independent Advisory Firm list is based on a number of factors that speak to the firms’ ability to provide broad and consistent services to clients. All the firms’ filings with the Securities and Exchange Commission were used to cross-check the data provided to Barron’s. Click here to view the complete list.
Savant manages more than $4.6 billion in assets and employs more than 140 team members. Headquartered in Rockford, IL, Savant also has 11 offices in the following locations: Chicago, IL; Freeport, IL; Geneva, IL; Hoffman Estates, IL; Naperville, IL; Peoria, IL; Sterling, IL; Wilmette, IL; McLean, VA; Madison, WI; and Park Falls, WI.
About Savant Capital Management
Savant Capital Management is a leading independent, nationally-recognized, fee-only firm, serving clients for 30 years with over $4.6 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.