Savant Wealth Management
Contact Us
December 19, 2018

Savant Capital Management Recognized as a Top 10 RIA Firm in the Midwest

by: Savant
Savant Wealth Management

Savant Capital Management, an independent, nationally recognized, fee-only wealth management firm headquartered in Rockford, has been ranked by InvestmentNews as one of the Top 10 Registered Investment Adviser firms in the Midwest, based on total assets under management (AUM).

Savant earned the No. 6 spot with a total AUM of $5.62 billion. InvestmentNews’ analysis was based on data reported to the Securities and Exchange Commission as of Nov. 1 and did not include asset management companies or firms with broker-dealer relationships.

“For more than 30 years, Team Savant has been delivering comprehensive wealth management services to our clients,” said Brent Brodeski, CEO of Savant. “It’s an honor to be recognized as being a top RIA firm and we are thankful to our clients for the opportunity to grow and expand our business.”

Earlier this year, Savant also was named by InvestmentNews in its 2018 nationwide ranking of leading RIA firms. Savant ranked No. 45 on the comprehensive list of more than 2,100 firms. The list was based on total AUM and is the 11th time Savant had been recognized on the nationwide list.

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.

Please Note: LIMITATIONS: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, 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 (see links as to participation data). No ranking or recognition should be construed as a current or past endorsement of Savant by any of its clients. ANY QUESTIONS: Savant’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.

Savant-Ranked-One-of-the-Top-RIAs-in-the-Midwest-by-InvestmentNewsDownload

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.

©2024 Savant Capital, LLC dba Savant Wealth Management. All rights reserved.

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.

How Can We
Help?

  • I consent to sharing my information with Savant. By proceeding, you agree to receive communication from Savant. You can opt out at any time.

  • This field is for validation purposes and should be left unchanged.