Savant Ranked as One of America’s Best Wealth Management Firms

Firm recognized by Barron’s and RIA Channel

Savant Wealth Management (formerly Savant Capital Management), a nationally recognized, fee-only advisory firm headquartered in Rockford, has been named to Barron’s Top 100 Registered Investment Advisory (RIA) Firms ranking for 2020 and to RIA Channel’s Top 100 Wealth Managers list for 2020.

Barron’s, a weekly newspaper that reports on current financial information and market developments, weighed numerous factors in the rankings including technology spending, staff diversity, and succession planning. Throughout the years, Savant has been consistently recognized by the publication, most recently earning the No. 29 spot on its 2020 list of Top 100 RIA Firms in the nation.

RIA Channel, which provides educational investment content and events for the largest financial advisor community in the industry, ranked Savant #16 in its list of Top 100 Wealth Managers for 2020. The ranking includes wealth management firms based on size and growth in assets as of June 30, 2020, as reported to the SEC, regulatory data, organic research, and advisor surveys.

Savant manages more than $8.3 billion in assets for its more than 6,300 clients worldwide. The firm has 18 offices located in Arizona, Illinois, New Mexico, Virginia, and Wisconsin.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth 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.

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Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, 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. Unless expressly indicated to the contrary, Savant did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement or testimonial of Savant by any of its clients.

Barron’s Top 100 Registered Investment Advisory (RIA) Firms: This annual ranking published in October 2020 weighed numerous factors in the rankings including technology spending, staff diversity, and succession planning. Advisors who wish to be ranked fill out a 102 question survey about their practice. Barron’s verifies the data of the advisory firms and with regulatory databases to apply rankings formula to the data to generate the ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice as of June 20, 2020. Barron’s completes multiple calculations in each of these categories. Savant did not pay a fee to be included in this ranking.

RIA Channel® Top 100 Wealth Managers: RIA Database uses quantitative and qualitative criteria to create the rankings. Published in October 2020, RIA Channel ranked the Top 100 RIA firms of 2020 based on a proprietary set of criteria and data. The ranking is based on both size and growth in assets as of June 30, 2020, as reported to the SEC. RIA Database (RIADatabase.com) was used for regulatory data, organic research, and advisor surveys. Savant did not pay a fee to be included in this ranking.