Top 150 Firms by AUM: #5
For the fifth time, Savant landed a top spot on the “Top Wealth Magnet: Top 150 Firms by AUM” list by Accounting Today magazine in 2017. Ranking fifth out of 150 top CPA Financial Planning firms in the United States, Savant is part of the “Billion Dollar Club” category based on AUM.
According to the magazine, firms on this list pay close attention to the news and markets, seeking out or developing new investment vehicles, and closely monitoring and carefully tweaking their strategies to keep their clients’ financial plans on task.
"Top 150 Firms by AUM" is an independent listing published by Accounting Today. Rankings are based on assets under management. According to the report notes, over 200 CPA firms applied and 150 firms were recognized. Data was provided by Audit Analytics, a premium online intelligence service that delivers audit, regulator and disclosure analysis to the accounting community.
Rankings and/or recognition by unaffiliated rating services and/or publications 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, nor should it be construed as a current or past endorsement of Savant by any of its clients. 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. Savant does not pay fees to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.