Savant Wealth Management Recognized by InvestmentNews in 5-Star Wealth Management Teams 2025 Special Repor
Savant Wealth Management Recognized by InvestmentNews in 5-Star Wealth Management Teams 2025 Special Repor
Inaugural report recognized five Savant teams located in four states
ROCKFORD, Ill. (May 12, 2025) — Savant Wealth Management, a fee-only registered investment adviser (RIA), announced that its Birmingham, AL, Atlanta, GA, Rockford and Lincolnshire, IL, and Middleton, WI, teams were recognized by InvestmentNews as 5-Star Wealth Management Teams 2025. The honor recognizes top wealth management firms in America that excel in growing and retaining clients. Savant did not pay a fee to be included in the recognition. InvestmentNews announced the rankings on May 12, 2025.
“We’re honored to have five of our teams named among InvestmentNews’ 5-Star Wealth Management Teams for 2025,” said Brent Brodeski, CEO of Savant. This recognition reflects our deep commitment to putting clients first—helping deliver advice that’s not only personalized and proactive but also grounded in trust. In a fast-changing industry, we believe the future belongs to firms that combine innovation with empathy. That’s how we hope to continue to earn our clients’ confidence—and why we’re so proud of the work our teams are doing every day.”
Rockford: Savant’s Rockford team specializes in comprehensive wealth management, including trust services as well as estate and tax planning. The team consists of 19 members, 16 of whom are Savant employee owners. The team typically assists financially established individuals and families nearing retirement but also works with executives, professionals, business owners, university administrators, and physicians.
Lincolnshire: Savant’s Lincolnshire team also offers comprehensive wealth management, including trust services as well as estate and tax planning. The team consists of nine members, six of whom are Savant employee owners. The team typically assists financially established individuals and families nearing retirement but also works with executives, professionals, business owners, university administrators, and physicians.
Middleton, Wisconsin: The Savant University Wealth Management team in Middleton partners with university leaders to provide comprehensive wealth management strategies that keep their financial well-being at the forefront. The team uses a holistic approach that embodies all the core pillars of financial planning while understanding and adapting to the nuances of university benefits plans and the unique life and career paths of higher education professionals. There are four team members, three of whom are Savant employee owners.
Atlanta, Georgia: Savant’s Atlanta team offers clients comprehensive wealth management, with some team members also providing turnkey asset management services and one team member specializing in working with retirement plan sponsors. There are seven members of the team, five of whom are Savant employee owners. The team typically assists financially established individuals and families nearing retirement but also works with executives, professionals, business owners, university administrators, and physicians.
Birmingham, Alabama: Savant’s Birmingham team is comprised of 11 members, nine of whom are Savant employee owners. The team offers comprehensive wealth management, including trust services as well as estate and tax planning. Typically, the team assists financially established individuals and families nearing retirement but also works with executives, professionals, business owners, university administrators, and physicians.
2025 InvestmentNews 5-Star Wealth Management Teams: This inaugural rating was published in May 2025 and identifies and ranks leading registered investment advisory firms based on these key focus areas: meaningful contributions to clients and the financial industry, deep understanding of client needs, notable impact achieved over the past 12 months, and standout performance based on assets under management (AUM) and team results. Firms must manage a minimum of $10 billion in AUM for consideration. Savant did not pay a fee to be considered for this rating.
About Savant Wealth Management
Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for nearly 40 years with approximately $29.6 billion in assets under management and $1.2 billion in assets under advisement (as of 03/31/2025). 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.
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.
The InvestmentNews 5-Star Wealth Management Teams 2025 was announced in May. The special report highlights the nation’s top teams providing exceptional advice in the wealth management industry.
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