MADISON, Wis. (Sept. 30, 2021) – Savant Wealth Management, a nationally recognized, fee-only wealth management firm, and Financial Advisor/Team Lead Jakob C. Loescher, CFP®, ChFC®, AIF®, CRPC®, CRPS® have been recognized as leaders by Barron’s and Forbes, respectively. Barron’s named Savant to its list of 2021 Top 100 RIA firms, and Forbes named Loescher to its list of Top Next-Gen Wealth Advisors.
Barron’s, a weekly financial newspaper, measures quantitative data, such as the growth of advisors’ practices and client retention, as well as qualitative factors, including the advisors’ experience, advanced degrees and industry designations, the size, shape and diversity of their teams, their charitable and philanthropic work, and their compliance records. Barron’s has consistently included Savant on its list of top registered investment advisors, and this year, Savant ranked number 36 among the top 100 firms. (See the Barron’s Top Advisors Methodology here.)
Forbes ranked Jakob Loescher 38th on its list of the top 500 Next-Gen Wealth Advisors nationally, and third among 26 Top Next-Gen Wealth Advisors in Illinois (up from a ranking of 43 among 118 Illinois advisors in 2020). The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, uses an algorithm that includes qualitative and quantitative data, such as revenue trends, assets under management, compliance records and industry experience, gained through telephone and in-person interviews to determine its rankings. Neither Forbes nor SHOOK received a fee in exchange for the rankings. (See the Forbes Top Next-Gen Wealth Advisors methodology here.)
About Savant Wealth Management
Founded more than 30 years ago, Savant Wealth Management is a leading independent, fee-only firm with more than $11 billion in assets under management and assets under advisement. Savant offers investment management, financial planning, retirement planning, and family office services to individuals and institutions, and offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.
Savant is headquartered in Rockford, IL, with locations in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Greenwood, IN; Plymouth, MI; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA.
Rankings and/or recognitions by Barron’s and Forbes 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. Savant did not pay a fee to participate. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Please see Important Disclosures at savantwealth.com.