Top Wealth Advisors (2018) and Top Next Generation Wealth Advisors (2018)
For the third straight year, American business magazine, Forbes, ranked Savant CEO Brent Brodeski in its list of America's Top Wealth Advisors. Brodeski earned the No 46 spot in the nation for 2018 and ranked No. 3 in Illinois. He is the only independent Investment Advisory Representative (IAR) in the state of Illinois to make the list. The ranking is designed to fairly compare the business practices of a large group of advisors from the financial services industry including registered investment advisors like Savant, along with banks, brokerages, custodians, insurance companies, and others. More than 25,000 nominations were received but only 250 advisors were chosen.
"America’s Top Wealth Advisors" is an independent listing of 250 advisors developed by SHOOK Research and published by Forbes. Data provided by SHOOK Research. Ranking algorithm is based on quality of practice learned through phone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including AUM and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on a ranking.
Financial advisor Jakob Loescher was named to Forbes’ list of America's Top Next-Gen Wealth Advisors for the second consecutive year. Loescher ranked #10 in the nation and #2 in Illinois in 2018.
Each advisor on the list of America’s Top Next-Generation Wealth Advisors represents individuals born in 1980 or more recent. With more than 23,000 nominations received, 1,000 millennial advisors were chosen based on in-person interviews, industry experience, compliance records, revenue produces, assets under management and more.
"America's Top Next Generation Wealth Advisors" is an independent listing developed by SHOOK Research and published by Forbes. Neither Forbes nor SHOOK received a fee in exchange for rankings. Data provided by SHOOK Research. SHOOK considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from phone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as AUM and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC.
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.