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Savant Wealth Management has been named to CNN Underscored’s list of the 10 Best Financial Advisors of March 2024. PHOTO/GETTY IMAGES
Savant Wealth Management named among 10 Best Financial Advisors
Savant Wealth Management has been named to CNN Underscored‘s list of the 10 Best Financial Advisors of March 2024.
Savant, a fee-only registered investment adviser (RIA) with offices in Lancaster, Hanover, York and Wyomissing, said to determine the top financial advisors, CNN Underscored’s editors screened over 700 RIA firms headquartered in the U.S. with more than $1 billion total assets under management (AUM) and who had filed the latest Form ADV on or after March 31, 2023.
To be considered, the firms must provide financial services, not receive commissions, and not employ registered broker-dealer representatives, insurance companies or agencies, among others, the firm said.
“It’s an honor to be named by CNN Underscored as one of the top 10 RIA firms in the country,” said Brent Brodeski, CEO of Savant. “Although the list contained several very large RIAs, it was nice to see an employee-owned firm like ours recognized for the comprehensive work we do for clients, including tax and estate planning, as well as financial planning, retirement planning, and investment management.”
In 2023, Savant said it completed 11 acquisitions, a historic number of deals for the firm.
