Category: Press Room

Media Mention
January 23, 2026
Savant Wealth Management earned the #24 spot in Financial Advisor Magazine’s 2025 RIA Ranking. CEO Brent Brodeski shared insights on how AI is poised to transform the financial services industry.

Family Wealth Report

Patrick Lawlor, Savant’s head of M&A, highlights strong liquidity and new RIA buyers, while noting that market shifts could shape the next phase of record M&A activity.

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January 13, 2026
Savant Wealth Management earned the #24 spot in Financial Advisor Magazine’s 2025 RIA Ranking. CEO Brent Brodeski shared insights on how AI is poised to transform the financial services industry.

Giant RIAs lose ground in battle for HNW and UHNW concentration

Kevin Hrdlicka, Savant’s head of wealth, highlights the firm’s recent growth driven by service expansion and strategic partnerships in an article on FinancialPlanning.com.

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January 6, 2026
Savant Wealth Management, Press Release

Savant Wealth Management Acquires Tennessee-Based APC Financial Planning

Savant Wealth acquires APC Financial Planning of Knoxville, adding $497.8M AUM and expanding to 47 offices in 21 states.

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November 20, 2025
Savant Wealth Management, Press Release

Savant CEO Brent Brodeski Recognized as a Chicago Titan for Third Consecutive Year

Savant CEO Brent Brodeski named a Chicago Titan for the third year, earning Hall of Fame honors for leadership and industry impact.

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November 20, 2025
Savant Wealth Management, Press Release

Savant Wealth Management Names Matt Lane Chief People Officer

Savant Wealth Management, a fee-only registered investment adviser (RIA), announced it has named Matt Lane as its Chief People Officer.

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November 20, 2025
Savant Top RIAs - Financial Planning

Savant Wealth Management Ranks #5 on Financial Planning’s Top 20 RIAs 2025 List

Savant Wealth Management has been recognized by Financial Planning as #5 on its list of the top 20 fee-only RIAs in the nation.

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November 19, 2025
Savant Wealth Management earned the #24 spot in Financial Advisor Magazine’s 2025 RIA Ranking. CEO Brent Brodeski shared insights on how AI is poised to transform the financial services industry.

Savant CEO Brent Brodeski Named as a Chicago Titan for Third Consecutive Year and Honored in Hall of Fame

Brent Brodeski, CEO of Savant Wealth, named to Chicago Titan 100 list honoring top business leaders for 2026.

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November 7, 2025
Savant Wealth Management earned the #24 spot in Financial Advisor Magazine’s 2025 RIA Ranking. CEO Brent Brodeski shared insights on how AI is poised to transform the financial services industry.

Stephanie Willison Named One of the Best Financial Advisors in Indianapolis

Digital Reference highlights professionals who distinguish themselves in their fields and has recognized Stephanie Willison for her role as a financial advisor in Indianapolis.

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October 15, 2025
Savant Wealth Management, Press Release

Savant Wealth Management Ranks 12th on Barron’s 2025 Top 100 RIA Firms

Savant Wealth Management, a fee-only registered investment adviser (RIA), announced it ranked number 12 on the Barron’s list of 2025 Top 100 RIA Firms, moving up from number 17 in 2024 and number 31 in 2023.

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September 30, 2025
Savant acquires Gryphon, Evanston, IL

Gryphon Advisors Joins Savant Wealth Management

Savant Wealth Management, a fee-only registered investment adviser (RIA), announced it acquired Evanston, Ill.-based Gryphon Advisors, a fee-only RIA with approximately $557 million in assets under management (AUM).

Media Mention
September 23, 2025
Savant Wealth Management earned the #24 spot in Financial Advisor Magazine’s 2025 RIA Ranking. CEO Brent Brodeski shared insights on how AI is poised to transform the financial services industry.

Savant Wealth Management Ranked #12 on Barron’s 2025 Top RIA Firms

Savant Wealth Management ranks 12th in Barron’s Top 100 Independent Advisory Firms, recognized for growth, technology, and succession planning.

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September 11, 2025
Savant Wealth Management earned the #24 spot in Financial Advisor Magazine’s 2025 RIA Ranking. CEO Brent Brodeski shared insights on how AI is poised to transform the financial services industry.

Financial Advisor Ashley Olivas Named Rising Star of the Year at 2025 Wealthies Awards

Financial advisor Ashley R.G. Olivas was honored as a Rising Star of the Year at the 11th annual “Wealthies” awards on Sept. 4, 2025, in New York City.

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