Category: Press Room

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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.

Media Mention
September 10, 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 Planning: Savant Adds PrairieView Partners

Financial Planning reports on Savant Wealth Management’s acquisition of PrairieView Partners, a CPA-led RIA in St. Paul, Minnesota—marking Savant’s fourth deal in 2025 and its first in the state.

Media Mention
September 4, 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 Enters Minnesota with $1.2 Billion RIA Buy

Citywire wrote an article about Savant’s acquisition of PrairieView Partners, a St. Paul-based RIA managing over $1.2 billion in assets.

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September 2, 2025
Savant Wealth Management, Press Release

Savant Wealth Management Acquires CPA-Led PrairieView Partners

Savant Wealth Management, a fee-only registered investment adviser (RIA), has acquired PrairieView Partners, LLC, a fee-only RIA based in St. Paul, Minn., with over $1.2 billion in assets under management.

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August 14, 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.

Microsoft Report Says AI Will Replace Advisors. Advisors Say, Not So Fast

Kevin Hrdlicka, head of wealth at Savant Wealth Management, shares insights in WealthManagement.com on how AI is accelerating innovation in financial advising.

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August 12, 2025
Savant Wealth Management, Press Release

Savant Wealth Management Named to Inc. 5000 for Third Consecutive Year

Savant Wealth Management announced it ranked on the annual Inc. 5000 list of fastest-growing private companies in America for the third consecutive year. This year, Savant ranked at 2,907, moving up from its ranking of 3,871 in 2024 and 4,589 in 2023.

Media Mention
August 6, 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 Targets Silicon Valley with Parkworth Acquisition

InvestmentNews wrote an article about Savant’s recent acquisition of Parkworth Wealth Management, which specializes in serving Silicon Valley tech professionals.

Media Mention
August 6, 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 Acquires $216 Million Silicon Valley RIA

CityWire RIA reported on Savant Wealth Management’s acquisition of Parkworth Wealth Management, a Silicon Valley firm.

Press Release
August 4, 2025
Savant Wealth Management, Press Release

Savant Wealth Management Acquires Tech-Focused Silicon Valley RIA

Savant Wealth Management announced it has acquired Parkworth Wealth Management, a fee-only boutique firm with approximately $216 million in assets under management.

Media Mention
July 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.

Savant Wealth Management Ranked Number 24 in Financial Advisor Magazine’s Annual RIA Ranking

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.

Press Release
July 8, 2025
Savant Wealth Management, Press Release

Savant Wealth Management Advisors Ranked Among AdvisorHub’s 250 Advisors to Watch RIA 2025

Savant Wealth Management announced that nine of its advisors earned national recognition from AdvisorHub in its 250 Advisors to Watch 2025 RIA 2025 ranking.

Media Mention
July 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.

AdvisorHub Recognizes Angie Stephenson as One of 2025’s “250 Advisors to Watch”

Angie Stephenson, CFP®, CPA/PFS of Savant’s Lancaster, PA office, is named one of AdvisorHub’s “250 Advisors to Watch.”

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