Topping the 2017 "RIA Leaders" rankings, Savant Capital Management was recognized as the 13th largest RIA firm in the country.
"RIA Leaders" is an independent listing published by Financial Planning. According to the report notes, “Discovery Data compiled the rankings based on discretionary and nondiscretionary assets under management listed on SEC Form ADV as of November 2016. To capture independent fee-only planning firms, every effort was made to exclude firms with broker-dealer and insurance company affiliations, and those with substantial outside ownership stakes held by private equity firms and some outside investors. The list does not include roll-ups, aggregators or turnkey asset management programs. To capture firms that provide true, holistic financial advice to individuals, only firms with more than 50% individual clients, as can be determined through Form ADVs, are included. Review of unusual cases may result in inclusion or exclusion, based on unique factors.”
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.