Business News: Savant Wealth Management Named One of America's Top Financial Advisory Firms

Savant Wealth Management Named One of America’s Top Financial Advisory Firms by Newsweek Recognized as a leading firm in the nation for 2025

ROCKFORD, Ill. (Nov. 21, 2024) – Savant Wealth Management, a fee-only registered investment adviser (RIA), announced it was named by Newsweek as one of America’s Top Financial Advisory Firms in 2025. The ranking highlighted firms that offer innovative financial solutions, a commitment to fiduciary responsibility, and a client-first approach. Savant did not pay an entry fee to be considered for this recognition.

Newsweek, in partnership with Plant-A Insights Group, analyzed more than 15,000 firms and scored them based on factors such as asset and client performance, advisor expertise, client-to-advisor ratio, breadth of service offerings, and conflicts of interest.

“It’s an honor to be ranked among the nation’s top financial advisory firms,” said Brent Brodeski, CPA, CFP®, CFA®, MBA, CEO of Savant Wealth Management. “We remain deeply committed to the clients we serve, and our team members’ skills, specialized knowledge, and dedication to excellence are among the reasons we continue to be recognized as a leading firm.”

To qualify for the ranking, firms must manage at least $20 million in assets, employ a minimum of three wealth advisors, have at least five individual clients, and maintain two years of SEC registration. Firms were also assessed on their disciplinary records and the availability of portfolio management services for individual investors.

For the complete list of America’s Top Financial Advisory Firms, visit newsweek.com.

About Savant Wealth Management Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with approximately $28.6 billion in assets under management and $1.2 billion in assets under advisement (as of 9/30/2024). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plans and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Newsweek America’s Top Financial Advisory Firms 2025: This rating was published in November 2024.

Newsweek partnered with Plant-A Insights group to analyze over 15,000 SEC-registered RIA firms, and shortlisted firms with more than $10 million in AUM, a minimum of three wealth advisors, at least five individual clients, and at least two years of SEC registration. The data was sourced from SEC filings in September 2024. The shortlisted firms were analyzed and scored based on the following factors: asset performance, client performance, advisor expertise and client ratio, breadth of service offerings, and conflicts of interests.

Savant is a registered Investment advisor. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should 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. Please read our Important Disclosures at savantwealth.com.