Savant Named a Top 15 Firm in the Nation

Savant Wealth Management among top U.S. firms by number of advisors

Savant Wealth Management has been named a top 15 firm by number of advisors, according to business information company Financial Planning.

A nationally recognized, fee-only wealth management firm headquartered in Rockford, Savant Wealth Management (formerly Savant Capital Management) was ranked No. 4 by number of advisors. At the time of the ranking, the firm had 79 advisors and managed $6.69 billion in assets.

Financial Planning named Savant to its top 15 list, which 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 also were based on the number of investment advisor representatives listed on SEC Form ADV as of May 1, 2020.

Through digital, print, social media, and live event platforms, Financial Planning is an industry resource for more than 460,000 financial planning professionals. View the complete top 15 list.

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.

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.