Savant Capital Management, a nationally-recognized, fee-only wealth management firm headquartered in Rockford, has been ranked by Barron’s in its list of Top 40 Registered Investment Advisory (RIA) Firms and recognized by Forbes, naming NIU business alumnus Brent Brodeski, CEO of Savant, as one of America’s top wealth advisors.
Savant earned the No. 35 spot on the list of the Top 40 RIA Firms by Barron’s, a ranking developed to help investors find quality financial guidance. Barron’s, an American weekly newspaper that reports on current financial information and market developments, weighed dozens of factors in the rankings, including assets managed, the size and experience of the teams, and the regulatory records of the advisors and the firms.
In addition to the ranking, Barron’s featured Brodeski and four other RIA executives in the article, “Top Advisors Talk About Their Firms – And Their Clients.” Brodeski was interviewed about how Savant has modeled its business approach after the Mayo Clinic by bringing specialists together to create better comprehensive financial plans that can provide as much value as possible for its clients.
For the third straight year, American business magazine, Forbes, ranked 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 RIA in the state of Illinois to make the list. More than 25,000 nominations were received, with 250 advisors chosen. The ranking, developed by SHOOK Research, includes advisors that are leading the way in offering best practices and providing a high-quality experience for clients from the financial services industry, including RIA firms like Savant, along with banks, brokerages, custodians, insurance companies, and others. Neither Forbes nor SHOOK received a fee in exchange for rankings.
Savant manages more than $6 billion in assets and employs more than 160 team members. Headquartered in Rockford, Illinois, Savant also has offices in Chicago, Downers Grove, Freeport, Hoffman Estates, Naperville, Peoria, St. Charles, and Wilmette, Illinois; McLean, Virginia; and Madison and Park Falls, Wisconsin.