Savant Ranked by Barron's as Top Independent Advisory Firm
September 8, 2016
Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, has been named to Barron’s Top 20 Independent Advisory Firms list. The inaugural ranking named Savant #18.
Brent Brodeski, CEO of Savant, was asked by Barron’s for his comments on the firm’s advisory practice. “The solo practitioner is well suited to providing investment advice,” he said. “But when you start layering on the complexity of taxes and estates and the various other components of a financial life, it’s more than an advisor—or even two or three advisors—can handle effectively. With a firm, the identity isn’t the advisor, it’s the culture and the organization and team of individuals. Having the breadth and depth of a large team can answer questions that clients didn’t even know they had.”
Barron’s reports weekly on current American financial information, market developments, and relevant statistics. The inaugural Top 20 Independent Advisory Firm list is based on a number of factors that speak to the firms’ ability to provide broad and consistent services to clients. All the firms’ filings with the Securities and Exchange Commission were used to cross-check the data provided to Barron’s. Click here to view the complete list.
Savant manages more than $4.6 billion in assets and employs more than 140 team members. Headquartered in Rockford, IL, Savant also has 11 offices in the following locations: Chicago, IL; Freeport, IL; Geneva, IL; Hoffman Estates, IL; Naperville, IL; Peoria, IL; Sterling, IL; Wilmette, IL; McLean, VA; Madison, WI; and Park Falls, WI.