Tuesday, August 3, 2021

Savant Among the Top 50 Registered Investment Advisor Firms in the Nation

 Savant Among the Top 50 Registered Investment Advisor Firms in the Nation

 

BLOOMINGTON & PEORIA, Ill. (Aug. 2, 2021) Savant Wealth Management, a nationally recognized, fee-only wealth management firm headquartered in Rockford, with additional locations in Bloomington and Peoria, continues to be recognized throughout the financial services industry as a top ranked registered investment advisor (RIA) firm.

 Financial Advisor, a leading financial trade publication, has ranked Savant No. 43 in its 2021 RIA Ranking. The list includes more than 600 RIAs from across the nation and is based on a survey of the firms’ discretionary and nondiscretionary assets under management (AUM), as reported to the Securities and Exchange Commission (SEC). This is the 13th consecutive year Savant has made the list. Click here to view the full 2021 rankings.

 This recognition comes on the heels of earning two other national rankings. Last month, Savant was ranked by InvestmentNews as one of the top fee-only RIAs in the nation and by Accounting Today as one of the nation’s leading Certified Public Accountant (CPA) firms by AUM.

 Savant serves more than 6,500 clients, employs more than 200 team members, and manages more than $10.5 billion in assets. For more information, visit savantwealth.com

 

About Savant Wealth Management

Savant Wealth Management, formerly known as Savant Capital Management, is a leading independent, fee-only firm serving clients for 30 years with more than $10.5 billion in assets under management and assets under advisement. Savant Wealth Management offers investment management, financial planning, retirement planning, 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 headquartered in Rockford, IL, with locations in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Plymouth, MI; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA.

 Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Please see Important Disclosures at savantwealth.com.

 

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or

any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Savant did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Savant by any of its clients. (click here for participation criteria/methodology, to the extent applicable).

 

###

 

 

CONTACT: Catherine Povalitis
Chartwell Agency
savant@chartwell-agency.com 815-282-9976 

No comments:

Post a Comment

Note: Only a member of this blog may post a comment.