Savant Wealth Management
CONTACT:
Catherine Povalitis
Chartwell Agency
815-282-9976
Ramey Becker
Savant Wealth Management
734-927-3749
Savant Wealth Management Ranks 17th on Barron’s 2024 Top 100 RIA Firms
-- Ranking Based on Assets, Growth, Technology, Succession Planning and More --
ROCKFORD, Ill. (Sept. 19, 2024) – Savant Wealth Management, a fee-only registered investment adviser (RIA), announced it ranked number 17 on the Barron’s list of 2024 Top 100 RIA Firms, moving up from number 31 in 2023 and number 33 in 2022. The publication’s ninth annual ranking of independent advisory firms, released this month, is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics. Savant did not pay a fee to be included in the rankings.
Brent Brodeski, CPA, CFP®, CFA®, MBA, Savant’s founder and CEO, attributes the dramatic increase in the firm’s ranking to its long-term plan for exponential growth. “Our vision at Savant is to improve 1 million lives, including those of our clients, employees, and the communities we serve. To achieve that ambitious goal, we are laser-focused on many of the criteria Barron’s created to measure its top 100 RIA firms. We’ve nearly doubled our assets in the last two years, made several strategic personnel hires and realigned our leadership, and are directing significant attention to the cutting-edge technology we need to further support our growth,” he said.
In creating its Top 100 RIA Firms list, Barron’s says its goal is to shine a spotlight on the nation’s best financial advisors with an eye toward raising standards in the industry. According to Barron’s, the rankings are “meant as a starting point for clients looking for an advisor – a first-pass vetting that can help investors narrow a search.”
About Savant Wealth Management
Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with approximately $27.4 billion in assets under management and assets under advisement (as of 6/30/2024). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plans, 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, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP.
Barron’s 2024 Top 100 RIA Firms: Rankings were determined through a multi-faceted process that includes verification of data with advisors’ firms and regulatory databases. Barron’s then applies a rankings formula to the data to generate a ranking. The formula features three major categories of calculations: 1) assets, 2) revenue, and 3) quality of practice. In each of those categories, Barron’s conducts multiple subcalculations. More information on Barrons’s methodology can be found here. Savant did not pay a fee to be considered for the rankings.
Savant is a registered Investment advisor. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Neither rankings and/or recognitions by unaffiliated
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