Savant Recognized as One of the Top Five RIA Firms in the Midwest
Savant Capital Management, a nationally recognized fee-only wealth management firm headquartered in Rockford with an office in Peoria, has been recognized by InvestmentNews as the fifth largest Registered Investment Advisor (RIA) firm in the Midwest, ranked by discretionary assets under management. Savant was also named a top RIA firm by Financial Advisor magazine and Accounting Today magazine.
InvestmentNews recently released the results of its rankings of RIA Giants, naming Savant as #5 in the Midwest and #32 out of 50 nationally. All firms named on the Giants list manage more than $1 billion in assets. To be named to the list, a firm must not receive commissions or conduct business as a broker-dealer, and provides wealth management services to clients. This is the third year Savant has been named to the RIA Giants list.
Financial Advisor magazine also recently released their rankings of RIA firms, and Savant was designated as number 38 out of 456 firms nationally. The magazine ranked the firms by assets under management. According to Financial Advisor magazine, total assets increased by 23% in 2009 for RIA firms in general. As published in the rankings results, at the end of 2009 Savant managed nearly $1.6 billion in assets, saw a 32.66 percent growth in assets and only 1.68 percent change in number of clients.
CPA Wealth Provider, a special supplement to Accounting Today magazine, ranked Savant as #8 out of 15 RIA firms that manage over $1 billion in assets in their Wealth Magnets list. The magazine ranks firms by several categories: The Billion Dollar Club, the $100 + Million Club, the $50 Million + Club and the Rising Stars, rating a total of 181 firms.
“Savant continues to put its clients first in all situations,” said Managing Partner Brent Brodeski. “We have been fortunate to work with a number of clients in the region and to grow as a firm. We attribute our success to our philosophy of providing world class wealth management planning on a fee-only basis, meaning we do not receive commissions or sell products.”
About Savant Capital Management, Inc.
Savant Capital Management, Inc. offers investment management, financial planning, and family office services to financially established individuals, trust funds, retirement plans and non-profit organizations.
Savant is regularly recognized among the top wealth managers in the United States. Savant was named the top independent advisor in Illinois by Chicago Magazine. Savant was named by Barron’s magazine as one of the 100 best independent financial advisors in the United States for the last three consecutive years, and Inc. magazine named the firm as the fastest growing Registered Investment Advisor in Illinois. For the past seven years, Savant earned a place on Bloomberg Wealth Manager’s Top Wealth Managers list. Savant also was recognized as one of the nation’s top 100 financial advisors by Worth magazine from 1997 through 2008; the survey was discontinued in 2009. In 2006, Savant was included in The Wealth Factor—A Team Approach, a book profiling ten of the most innovative and respected wealth management firms in the nation.
For more information on Savant Capital Management, log-on to http://www.savantcapital.com/.
Savant Capital Management, Inc. is a Registered Investment Advisor. This announcement is only intended for interested investors residing in states in which the Advisor is qualified to provide investment advisory services. Please contact the Advisor to find out if they are qualified to provide investment advisory services in the state where you reside. 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 the adviser’s services and includes lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized adviser. The Adviser does not attempt to furnish personalized investment advice or services through this publication. Past performance is no guarantee of future results.
InvestmentNews recently released the results of its rankings of RIA Giants, naming Savant as #5 in the Midwest and #32 out of 50 nationally. All firms named on the Giants list manage more than $1 billion in assets. To be named to the list, a firm must not receive commissions or conduct business as a broker-dealer, and provides wealth management services to clients. This is the third year Savant has been named to the RIA Giants list.
Financial Advisor magazine also recently released their rankings of RIA firms, and Savant was designated as number 38 out of 456 firms nationally. The magazine ranked the firms by assets under management. According to Financial Advisor magazine, total assets increased by 23% in 2009 for RIA firms in general. As published in the rankings results, at the end of 2009 Savant managed nearly $1.6 billion in assets, saw a 32.66 percent growth in assets and only 1.68 percent change in number of clients.
CPA Wealth Provider, a special supplement to Accounting Today magazine, ranked Savant as #8 out of 15 RIA firms that manage over $1 billion in assets in their Wealth Magnets list. The magazine ranks firms by several categories: The Billion Dollar Club, the $100 + Million Club, the $50 Million + Club and the Rising Stars, rating a total of 181 firms.
“Savant continues to put its clients first in all situations,” said Managing Partner Brent Brodeski. “We have been fortunate to work with a number of clients in the region and to grow as a firm. We attribute our success to our philosophy of providing world class wealth management planning on a fee-only basis, meaning we do not receive commissions or sell products.”
About Savant Capital Management, Inc.
Savant Capital Management, Inc. offers investment management, financial planning, and family office services to financially established individuals, trust funds, retirement plans and non-profit organizations.
Savant is regularly recognized among the top wealth managers in the United States. Savant was named the top independent advisor in Illinois by Chicago Magazine. Savant was named by Barron’s magazine as one of the 100 best independent financial advisors in the United States for the last three consecutive years, and Inc. magazine named the firm as the fastest growing Registered Investment Advisor in Illinois. For the past seven years, Savant earned a place on Bloomberg Wealth Manager’s Top Wealth Managers list. Savant also was recognized as one of the nation’s top 100 financial advisors by Worth magazine from 1997 through 2008; the survey was discontinued in 2009. In 2006, Savant was included in The Wealth Factor—A Team Approach, a book profiling ten of the most innovative and respected wealth management firms in the nation.
For more information on Savant Capital Management, log-on to http://www.savantcapital.com/.
Savant Capital Management, Inc. is a Registered Investment Advisor. This announcement is only intended for interested investors residing in states in which the Advisor is qualified to provide investment advisory services. Please contact the Advisor to find out if they are qualified to provide investment advisory services in the state where you reside. 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 the adviser’s services and includes lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized adviser. The Adviser does not attempt to furnish personalized investment advice or services through this publication. Past performance is no guarantee of future results.
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