Savant Wealth Management, an investment advisor that recently acquired Corridor-based World Trend Financial and Terry Lockridge & Dunn, has been named a leading RIA by Barron’s, Financial Planning, Financial Advisor, InvestmentNews and Accounting Today.
Their 2022 industry recognitions are based upon assets under management, growth, client retention and more. Savant did not pay a fee to be included in any of the rankings, according to a press release.
The investment advisor ranked No. 33 in Barron’s list of Top RIA Firms of 2022, up three spots from the year before. Published in September, the list weighed factors like technology spending, staff diversity and succession planning, in addition to assets, revenue and quality of practice.
Savant ranked No. 13 for top RIA leaders in the country when compared to fee-only financial planning services, according to Financial Planning. InvestmentNews recognized Savant as No. 22 on a similar list. They have been named on this list for 15 straight years.
Financial Advisor, a leading financial trade publication, recognized Savant in its annual RIA rankings in August. Savant climbed two spots from No. 43 in 2021, to earn the No. 41 spot in the 2022 RIA Ranking. The list includes nearly 540 RIAs throughout the U.S. Financial Advisor also ranked Savant No. 35 in its list of 50 Fastest Growing RIAs.
For the tenth year in a row, Accounting Today recognized Savant in its annual Top Wealth Magnet list, which ranks the top 150 CPA financial planners by assets under management throughout the nation. Savant earned second place in the 2022 rankings, up one spot from 2021.
Savant Wealth has 89 advisors across 22 offices in seven states. Approximately $12.4 billion assets are under management as of June 30. They are headquarted in Rockford, Illinois.