Savant Capital Management Ranked by Barron’s as a Top Independent Advisory Firm
Savant Capital
Management, a nationally-recognized fee-only wealth management firm
headquartered in Rockford, IL, has been named to Barron’s Top 20
Independent Advisory Firms list. The inaugural ranking named Savant #18.
Brent
Brodeski, CEO of Savant, was asked by Barron’s for his comments on
the firm’s advisory practice. “The solo practitioner is well suited to
providing investment advice,” he said. “But when you start layering on the
complexity of taxes and estates and the various other components of a financial
life, it’s more than an advisor—or even two or three advisors—can handle
effectively. With a firm, the identity isn’t the advisor, it’s the culture and
the organization and team of individuals. Having the breadth and depth of a
large team can answer questions that clients didn’t even know they had.”
Barron’s reports weekly on current American financial
information, market developments, and relevant statistics. The inaugural Top 20
Independent Advisory Firm list is based on a number of 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.
Savant manages more than $4.6 billion in assets and employs
more than 140 team members. Headquartered in Rockford, IL, Savant also has 11
offices in the following locations: Chicago, IL; Freeport, IL; Geneva, IL;
Hoffman Estates, IL; Naperville, IL; Peoria, IL; Sterling, IL; Wilmette, IL;
McLean, VA; Madison, WI; and Park Falls, WI.
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