Savant Capital Management, a nationally recognized, fee-only wealth management firm headquartered in Rockford, IL, with 12 offices in three states, including Madison and Park Falls, WI, has been named one of the Top 10 Best Financial Advisors & Wealth Management Firms in Wisconsin.
The selection process, conducted by AdvisoryHQ, was based on a wide range of criteria including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. Review and rankings were 100 percent independently researched and written. Firms were unaware they were being reviewed by AdvisoryHQ until after the reviews had been completed and publicly published.
Savant ranked a top financial advisor in Wisconsin for its strong emphasis on transparency and trust, and its propriety assessment-based approach that helps clients maximize investments while safeguarding their assets. The firm also was touted for its focus on high-net-worth individuals while providing flexibility in the criteria necessary to become a client.
“We are honored to be ranked among Wisconsin’s best financial advisors and wealth management firms,” said Brent Lindell, Wisconsin market manager and financial advisor with Savant. “I applaud the entire Savant team for their dedication to consistently providing our clients with financial clarity, confidence, simplicity, and peace of mind.”
AdvisoryHQ is a review and ranking news media organization for the financial advisory, investment, mortgage, banking, wealth management, and accounting sectors across the U.S., U.K., and Canada. To view the complete list of rankings, click here.
About Savant Capital Management
Savant Capital Management is a leading independent, nationally-recognized, fee-only firm, serving clients for 30 years with nearly $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 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. Click here for more information about Savant or to view our 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.