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Savant Wealth Management named to Accounting Today list


Savant Wealth Management, a fee-only registered investment adviser (RIA) with an office in Doylestown, earned the top spot in Accounting Today’s list of 2024 Billion-Dollar Wealth Magnets, making this Savant’s second consecutive year as the leading firm on the list.

Savant was ranked number one by assets under management (AUM) out of 150 firms, 52 of which had more than $1 billion in AUM. The 18th annual ranking, released on June 5, included CPA firms with financial planning practices.

This annual ranking published in June includes the top CPA financial planners with a wealth management/financial planning practice based on assets under management. Savant did not pay a fee to be included in this ranking.

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Noteworthy, Savant