– Brent Brodeski, CEO of Savant Capital Management, a nationally-recognized fee-only wealth management firm, has been named to Forbes’ 2018 list of Best-In-State Wealth Advisors. The ranking includes 101 Illinois-based wealth management advisors, naming Brodeski #3.
Brodeski co-founded Savant, which manages nearly $6 billion in assets and employs more than 150 team members. Headquartered in Rockford, IL, Savant also has offices in Chicago, Freeport, Geneva, Hoffman Estates, Naperville, Sterling, and Wilmette, IL; McLean, VA; and Madison and Park Falls, WI.
Forbes is an American business magazine and a leading source for reliable business news and financial information. The Forbes ranking of Best-In-State Wealth Advisors includes more than 2,000 advisors who have been ranked in their respective states by SHOOK Research.
“I am honored to be ranked among Illinois’ leading financial advisors,” said Brodeski. “I believe anyone’s success is ultimately a direct reflection of the team of people who surround them. I have an amazing team of advisors and staff at Savant who work hard every day to help build ideal futures for our clients, our team, and the communities we serve.”
More than 21,000 nominations were received for the Forbes recognition. According to SHOOK, the rankings are based a system of qualitative and quantitative criteria, including telephone and in-person interviews, industry experience, community involvement, client retention data, revenue funds and compliance records. Neither Forbes nor SHOOK received a fee in exchange for rankings. Click here to view the complete list of Best-In-State Wealth Advisors.
Savant is regularly recognized among the top wealth managers in the United States, including being named #50 in the Forbes list of America’s Top Wealth Advisors. The firm has also received industry recognition as a top RIA firm by Financial Planning magazine, Financial Advisor magazine, and InvestmentNews and has been recognized by Barron’s magazine as a top advisor in the United States.
About Savant Capital Management
Savant Capital Management is a leading independent, nationally-recognized, fee-only firm, serving clients for 30 years with nearly $6 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. 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.