Savant Capital Management: Is recognized by Barron’s and Forbes
Contact: Catherine Povalitis, Chartwell Agency
Madison, Wisconsin – Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, with 11 additional offices in three states, including Madison and Park Falls, has been recognized by Barron’s as one of the top independent advisory firms in the nation and by Forbes, naming the firm’s CEO as one of America’s top wealth advisors.
Barron’s, an American weekly newspaper that reports on current financial information, market developments, and relevant statistics, has named Savant #22 on its list of the Top 30 Registered Investment Advisory Firms. The list is based on several factors that speak to the firms’ ability to provide broad and consistent services to clients. All the firms’ filings with the Securities and Exchange Commission were used to cross-check the data provided to Barron’s. Click here to view the complete list of honorees.
American business magazine, Forbes, ranked Savant CEO Brent Brodeski #40 on its 2017 list of America’s Top Wealth Advisors. Brodeski earned the #50 spot in 2016. The ranking, developed by SHOOK Research, is designed to fairly compare the business practices of a large group of advisors from the financial services industry including registered investment advisors like Savant, along with banks, brokerages, custodians, insurance companies, and others. More than 19,000 nominations were received, with 200 advisors chosen. Neither Forbes nor SHOOK received a fee in exchange for rankings. Click here to view the complete list of America’s Top Wealth Advisors.
Savant manages more than $5 billion in assets and employs more than 150 team members. Headquartered in Rockford, IL, Savant also has 11 offices in Chicago, Freeport, Geneva, Hoffman Estates, Naperville, Peoria, Sterling, and Wilmette, IL; McLean, VA; and Madison and Park Falls, WI.
About Savant Capital Management: Savant Capital Management is a leading independent, nationally-recognized, fee-only firm, serving clients for 30 years with more than $5 billion in assets under management. As a trusted advisor, Savant Capital 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.
Savant is regularly recognized among the top wealth managers in the United States. Savant was the recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence in the business of independent financial advice. Savant has consistently received other industry recognitions including recently being included on the Forbes top 200 financial advisors list, the Barron’s top 20 independent advisory firms list, being named the #9 rated RIA firm by Financial Planning magazine, and included in additional top advisors lists by Financial Advisor magazine and Investment News.
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 and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. Click here for more information about Savant or to view our Important Disclosures.
Savant Capital Management and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Savant Capital Management. The Best-in-Business IMPACT Award™ is not an endorsement, testimonial endorsement, recommendation or referral to Savant Capital Management with respect to its investment advisory and other services.