USA Today Ranks Savant Wealth Management Fifth Among Top Financial Advisor Firms with $5 Billion+ in Assets

Savant Wealth Management, a nationally recognized, fee-only registered investment adviser (RIA), announced it ranked fifth among firms with $5 billion or more in assets under management (AUM) on USA Today’s list of the Best Financial Advisory Firms in the United States, and earned the no. 12 spot overall1.

“We are thrilled to be recognized by USA Today as one of the top-ranking financial advisory firms in the country for 2024,” said Brent Brodeski, CEO of Savant. “As a firm majority-owned by its employees and focused on delivering excellence to our clients, we are proud of our relationship-focused approach and the success we’ve built for more than 30 years.”

To determine its list of top firms, announced Apr. 23, USA Today partnered with Statista to rank the top 500 RIA firms. The market research firm evaluated over 30,000 RIA firms and determined its rankings on AUM growth over the short and long term, coupled with recommendations by financial advisors, clients, and industry experts. Savant did not pay a fee to be included in the rankings.

In 2023, Savant nearly doubled its AUM as it concentrated on regional expansion outside of major cities. As of Mar. 31, 2024, Savant had $27.2 billion in AUM and 40 offices in 15 states.

Savant provides comprehensive financial planning, investment management, tax planning, estate planning, trust and other services, using a team approach and a fiduciary standard of care. With a commitment to investing in technology, recruiting, and strategic initiatives, Savant partners with similar growth-oriented RIAs and accounting firms to acquire top-tier talent, enter new markets, build density in existing markets, and innovate on behalf of clients.

Earlier this year, Savant also was named to CNN Underscored’s list of 10 Best Financial Advisors in the United States2.

12024 USA Today’s Best Financial Advisory Firms: This annual ranking published in April 2024 was based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers. Savant did not pay a fee to be included in this ranking. The ranking was tabulated by market research firm Statista to rank the top 500 RIA firms.

22024 CNN Underscored 10 Best Financial Advisors of March 2024: This rating published in March 2024 by CNN Underscored is based on assets under management of at least $1 billion and latest ADV filing date of 3/31/23 or later. Savant did not pay a fee to be included in this rating.

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 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

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.

Media Inquiries


©2024 Savant Capital, LLC dba Savant Wealth Management. All rights reserved.

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.