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.
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.
Savant Wealth acquires APC Financial Planning of Knoxville, adding $497.8M AUM and expanding to 47 offices in 21 states.
Savant CEO Brent Brodeski named a Chicago Titan for the third year, earning Hall of Fame honors for leadership and industry impact.
Savant Wealth Management, a fee-only registered investment adviser (RIA), announced it has named Matt Lane as its Chief People Officer.
Savant Wealth Management has been recognized by Financial Planning as #5 on its list of the top 20 fee-only RIAs in the nation.
Brent Brodeski, CEO of Savant Wealth, named to Chicago Titan 100 list honoring top business leaders for 2026.
Digital Reference highlights professionals who distinguish themselves in their fields and has recognized Stephanie Willison for her role as a financial advisor in Indianapolis.
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.
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).
Savant Wealth Management ranks 12th in Barron’s Top 100 Independent Advisory Firms, recognized for growth, technology, and succession planning.
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.