Madison Reporter

Savant Wealth Management, a fee-only registered investment adviser, has been recognized in the inaugural InvestmentNews 5-Star Wealth Management Teams report. This recognition was awarded to five of Savant's teams located in Birmingham, AL; Atlanta, GA; Rockford and Lincolnshire, IL; and Middleton, WI. The accolade highlights top wealth management firms in America excelling in client growth and retention. Importantly, Savant did not pay to be included in this recognition.

“We’re honored to have five of our teams named among InvestmentNews’ 5-Star Wealth Management Teams for 2025,” said the company. “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.”

The Rockford team specializes in comprehensive wealth management including trust services as well as estate and tax planning. It consists of 19 members, with 16 being Savant employee owners. They assist financially established individuals nearing retirement along with executives and professionals.

In Lincolnshire, the team offers similar comprehensive services with nine members, six of whom are employee owners.

The Middleton team collaborates with university leaders providing strategies tailored for higher education professionals' financial well-being.

Atlanta's team offers comprehensive wealth management and includes members specializing in turnkey asset management services.

Birmingham's team comprises 11 members offering similar services including trust services as well as estate and tax planning.

The InvestmentNews rating identifies leading registered investment advisory firms based on contributions to clients and the financial industry, understanding client needs, impact achieved over the past year, performance based on assets under management (AUM), and team results. Firms must manage at least $10 billion in AUM for consideration.

Savant Wealth Management has approximately $29.6 billion in assets under management as of March 31, 2025. The firm provides investment management and other financial services through its affiliates Savant Tax & Consulting and Savant Legal LLP.