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March 26, 2025
by: Savant
Savant - Wise Counsel

InvestmentNews: Savant Wealth Management Among the Top High-Net Worth Advisors in 2025

In the second annual edition of InvestmentNews’ Top Independent High-Net-Worth Advisors special report, Savant Wealth Management is ranked among the top independent firms in the Midwest region.

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2025 InvestmentNews Top Independent High-Net-Worth Advisors: This rating was published in March 2025 and based on data compiled by Data Discovery. The selection process is entirely merit-based, relying solely on objective, independent data such as SEC Filings submitted between January 2024 and December 2024. Firms must manage at least $100 million in assets and be independently owned by Discovery Data’s methodology. Firms cannot be dually registered as BD-RIA firms and must operate without a broker-dealer affiliation. Each firm must serve at least 100 households, including individual and high-net-worth clients. Savant did not pay a fee to be considered for this ranking.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth 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.

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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. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.

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