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.

The criteria for this award only included firms that specifically provide financial planning services to retail clients on a fee-only basis. Firms were required to serve at least 50 percent individual or high-net-worth clients, and could not take commissions or retain broker-dealer affiliations. Rankings are based on the number of investment adviser representatives listed on SEC Form ADV as of May 1, 2020. RIA in a Box gathered the data from the SEC’s public database. The ranking was published in October 2020. Savant did not pay a fee to be included in this ranking.