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Savant Continues to Earn Recognition for Financial Planning Services

Savant Wealth Management, a nationally recognized, fee-only advisory firm headquartered in Rockford, has been recognized by InvestmentNews as one of the top fee-only Registered Investment Advisors (RIAs) in the nation and by Accounting Today as one of the nation’s leading Certified Public Accountant (CPA) firms by assets under management (AUM).

For the 14th year, Savant has landed a spot on the InvestmentNews nationwide ranking of leading RIA firms. For 2021, Savant ranked No. 26 out of 50 firms. The list is based on total AUM. To qualify for the list, firms must provide financial planning services, have at least $100 million in AUM, have provided investment advisory services to clients during the most recent fiscal year, not be actively engaged in business as a broker-dealer, and not receive commissions, among other criteria.

Accounting Today magazine has ranked Savant in its Top Wealth Magnet list. This is the ninth year Savant has made the list. For 2021, Savant was ranked No. 3 out of 150 leading CPA financial planning firms in the United States. The list also is based on total AUM. Savant is part of the “$1B-Plus Club,” managing more than $9.5 billion in assets for its clients.

“We consider recognition by media and our peers as a reflection of the amazing work of Team Savant and their dedication to helping provide the best comprehensive financial planning in the industry,” said Brent Brodeski, CEO of Savant. “We thank InvestmentNews and Accounting Today for recognizing the work we do for our clients and the communities we serve.”

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with more than $10.1 billion in assets under management and assets under advisement (as of 3/31/2021). 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 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. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. 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 of Savant by any of its clients.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.