– Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, with 12 offices in three states, has hit another important milestone in the firm’s 30-year history. Today, the firm announced it has reached $5 billion in assets under management (AUM).
Savant set a goal to achieve $5 billion in AUM ten years ago, when the firm reached the $1 billion milestone. The firm accomplished that goal by growing 400 percent over the past ten years. During that time, Savant significantly expanded its team, added new capabilities, locations and clients with five merger & acquisition (M&A) transactions, and has expanded its ownership to 47 employees.
More milestones are expected to take place soon, as the firm intends to grow its national footprint even further through future M&A opportunities.
“Team Savant accomplished this goal together, despite the challenges of the financial crisis and other curve balls along the way,” said Brent Brodeski, CEO of Savant. “We believe our persistence in being innovative, making smart decisions and driving forward, has helped create significant value for countless families in the process. Along the way, we have become one of the nation’s largest wealth management firms. I am immensely proud of what our team has accomplished.”
Savant employs more than 140 team members. Headquartered in Rockford, IL, Savant also has 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. For more information, visit savantcapital.com.
About Savant Capital Management
Savant Capital Management is a leading independent, nationally-recognized, fee-only firm, serving clients for 30 years with $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 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. For more information about Savant or to view our Important Disclosures, go to www.savantcapital.com.
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.