Top Wealth Advisors and America's Top Next Generation Wealth Advisors
Savant Capital Management was recognized by Forbes in 2017, naming CEO Brent Brodeski as one of America's Top Wealth Advisors, and financial advisor Jakob Loescher as one of America's Top Next-Generation Wealth Advisors.
Brodeski was named #40 on Forbes' 2017 list of America’s Top Wealth Advisors. He earned the #50 spot in 2016. 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 19,000 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 as of 6/30/17. 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.
Loescher was named #13 on Forbes' 2017 list of America’s Top Next-Generation Wealth Advisors. With more than 19,500 nominations received, 500 millennial advisors were chosen based on a minimum of four years relevant experience and acceptable compliance records. In addition, telephone and in-person interviews were conducted to examine best practices such as client service models, investing process, business types, and leveraging team and firm resources. Credentials, revenue, and assets under management were also considered.
"America's Top Next Generation Wealth Advisors" is an independent listing developed by SHOOK Research and published by Forbes. Data provided by SHOOK Research as of 3/31/17. 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.