Industry trade publications release 2017 rankings of top RIA and CPA firms
Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, with offices in Madison and Park Falls, WI; Chicago, Freeport, Geneva, Hoffman Estates, Naperville, Peoria, Sterling, and Wilmette, IL; and McLean, VA, has been recognized by Financial Advisor, Financial Times and InvestmentNews as one of the leading Registered Investment Advisors (RIA) in the nation and by Accounting Today magazine as one of the nation’s leading CPA firms by assets under management (AUM).
For the ninth straight year, Financial Advisor magazine has ranked Savant in its annual list of top RIA firms. The 2017 ranking includes nearly 650 RIAs from across the nation and is based on a survey of the firms’ discretionary AUM. Savant was named #53. To view the complete list, click here.
Savant has also been named to the Financial Times’ “FT 300: Top Registered Investment Advisers” list for the fourth year in a row. Savant is one of 20 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 complete list.
Financial trade publication InvestmentNews recently released the results of its 2017 nationwide ranking of leading RIA firms, naming Savant #43 – jumping two spots from 2016. The list is based on total AUM and is the tenth time Savant has been in included in the list. To view the full list, click here.
For the fifth time, Savant has landed a top spot on the “Top Wealth Magnet” list by Accounting Today magazine. Ranked fifth out of 150 top CPA Financial Planning firms in the United States, Savant is part of the “Billion Dollar Club” category based on AUM. Today, the firm manages $5 billion in assets for its clients. According to the magazine, firms on this list 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.
“It’s incredibly rewarding to see our dedication to our industry recognized nationally,” said Brent Brodeski, CEO of Savant. “We have provided independent, unbiased advice that we believe is truly in the best interest of our clients. Serving others as a fiduciary is what we have done for more than 30 years and is what allows Savant to pursue its vision of building ideal futures for our clients, our team, and the communities we serve.”
About Savant Capital Management
Savant Capital Management is a leading independent, nationally-recognized, fee-only firm, serving clients for 30 years with $5 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 included 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 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/landing-pages/important-disclosures.
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.