Tuesday, October 16, 2018

Brent Brodeski Named as One of America's Top Wealth Advisors


Savant Capital Management, a nationally-recognized, fee-only wealth management firm headquartered in Rockford, Illinois, with an additional location in Peoria, has been ranked by Barron’s in its list of Top 40 Registered Investment Advisory (RIA) Firms and recognized by Forbes, naming Brent Brodeski, CEO of Savant, as one of America’s top wealth advisors.

Savant earned the No. 35 spot on the list of the Top 40 RIA Firms by Barron’s, a ranking developed to help investors find quality financial guidance. Barron’s, an American weekly newspaper that reports on current financial information and market developments, weighed dozens of factors in the rankings, including assets managed, the size and experience of the teams, and the regulatory records of the advisors and the firms.

In addition to the ranking, Barron’s featured Brodeski and four other RIA executives in the article, “Top Advisors Talk About Their Firms – And Their Clients.” Brodeski was interviewed about how Savant has modeled its business approach after the Mayo Clinic by bringing specialists together to create better comprehensive financial plans that can provide as much value as possible for its clients.

For the third straight year, American business magazine, Forbes, ranked Brodeski in its list of America’s Top Wealth Advisors. Brodeski earned the No. 46 spot in the nation for 2018 and ranked No. 3 in Illinois. He is the only independent RIA in the state of Illinois to make the list. More than 25,000 nominations were received, with 250 advisors chosen. The ranking, developed by SHOOK Research, includes advisors that are leading the way in offering best practices and providing a high-quality experience for clients from the financial services industry, including RIA firms like Savant, along with banks, brokerages, custodians, insurance companies, and others. 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 $6 billion in assets and employs more than 160 team members. Headquartered in Rockford, Illinois, Savant also has offices in Chicago, Downers Grove, Freeport, Hoffman Estates, Naperville, Peoria, St. Charles, and Wilmette, Illinois; McLean, Virginia; and Madison and Park Falls, Wisconsin.

About Savant Capital Management
Savant Capital Management is a leading independent, nationally-recognized, fee-only firm serving clients for 30 years with $6.3 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 featured 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 InvestmentNews.

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.

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