Savant Wealth Management, a nationally recognized, fee-only registered investment adviser (RIA), with an office in Doylestown, announced March 20, it was named to CNN Underscored’s list of the 10 Best Financial Advisors of March 2024.
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. Additionally, the AUM had to meet specific criteria, and the firm had to have no disclosures against it that would preclude its inclusion on the list. Savant did not pay a fee to be included on this list, which was announced Jan. 30.
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