Savant Wealth Management Ranks #4 on Financial Planning’s Top 20 RIA Leaders 2024 List
ROCKFORD, Ill. (Nov. 22, 2024) – Savant Wealth Management, a nationally recognized, fee-only registered investment advisor (RIA), has been recognized by Financial Planning as #4 on its list of the top 20 fee-only RIAs in the nation by assets under management (AUM) for 20241. Savant landed the number seven spot on the “RIA Leaders 20232” list, jumping from the No. 13 spot in 20223. Savant did not pay a fee to be included in the ranking. The ranking was announced Nov. 20, 2024.
The list of Financial Planning’s top 20 RIAs was based on firms’ SEC Form ADV filings in September 2024, in addition to the following criteria:
- Firms must have zero registered representatives of a broker-dealer
- At least 50 percent of the firm’s clients must be individuals or high net worth individuals
- Firms must not list commissions as a compensation arrangement
- Firms must have more than zero financial planning clients
- Firms must not list commission-taking businesses in “other business activities”
- Firms cannot be affiliated under common ownership with commission-taking businesses
“I’m pleased to see our upward momentum on this list,” said Brent Brodeski, CPA, CFP®, CFA®, MBA, CEO of Savant Wealth Management. “In Savant’s quest to improve the lives of 1 million people, we’ve set some aggressive growth goals and are working hard to achieve them. Seeing our ranking improve each year validates our team’s dedication and commitment to serving our clients and communities with excellence and integrity.”
12024 Financial Planning Top 20 Fee-Only RIA Leaders by AUM: This rating was tabulated by COMPLY and published on November 20, 2024. Ratings were based on AUM data from Firm ADV filings as of 9/2024. Savant did not pay a fee to be included in this rating. For more details on methodology, please see the link. Savant did not pay a fee to be included in this rating, and did not pay to license marketing materials post-ranking.
22023 Financial Planning Top 20 Fee-Only RIA Leaders by AUM: This rating was tabulated by COMPLY and published on October 17, 2023. Ratings were based on AUM data from Firm ADV filings as of 7/2023. Savant did not pay a fee to be included in this rating.
32022 Financial Planning Top 20 Fee-Only RIA Leaders by AUM: This rating was tabulated by RIA in a Box and published on October 3, 2022. Ratings were based on AUM data from Firm ADV filings as of 7/2022. Savant did not pay a fee to be included in this rating.
About Savant Wealth Management
Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with approximately $28.6 billion in assets under management and $1.2 billion in assets under advisement (as of 9/30/2024). 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, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP.Savant is a registered Investment advisor. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. 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 not 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. Please read our Important Disclosures at savantwealth.com.