Savant Wealth Management, a fee-only registered investment adviser (RIA) majority-owned by its employees, named Zach Ivey, CFA®, CFP®, as its chief investment officer (CIO), effective Jan. 1.
Savant Wealth Management, a fee-only registered investment adviser (RIA), announced the acquisition of woman-owned Source Financial Advisors, a New York, NY-based boutique RIA with $536 million in assets under management. Savant did not disclose the terms of the deal, which closed on Dec. 9.
Savant CEO Brent Brodeski was quoted in a Financial Advisor IQ article about acquiring New York City-based Source Financial Advisors. The firm specializes in working with divorced and divorcing women.
CityWire RIA wrote an article about Savant’s recent acquisition of Source Financial Advisors, which specializes in serving divorced women. It continues a recent trend by Savant of acquiring firms with niche capabilities.
Savant CEO Brent Brodeski was quoted in InvestmentNews about acquiring Sortino Advisory Partners, which focuses on helping individuals and families with complex financial planning and healthcare decisions.
The Chicago Titan 100 program has named Brent Brodeski, CPA, CFP®, CFA®, MBA, founder and CEO of Savant Wealth Management, to its list of 2025 Titan 100 recipients1. The award recognizes accomplished business leaders in their industries, demonstrating exceptional leadership, vision, and passion.
Financial Advisor and Managing Director Brian Hinson was featured prominently in a Huntsville Business Journal article discussing the challenges of retirement in 2024.
Donald Duncan, a financial advisor, managing director, and member owner, has been recognized as a 2024 Five Star Wealth Manager by Five Star Professional for the 11th time. Duncan, who joined Savant in 2018, serves the firm’s Chicago and Santa Fe offices.
The Daily Herald published an article about Brent Brodeski, CEO of Savant Wealth Management, being named CEO of the Year for RIA firms with assets of $20 billion or more by WealthManagement.com.
Savant Wealth Management announced it was named to the annual Inc. 5000 list of fastest-growing private companies in America for the second consecutive year. This year, Savant ranked No. 3,871, an increase from ranking 4,589 in 2023.
Savant announced that four of its financial advisors were individually recognized by AdvisorHub in its 1,000 Advisors to Watch 2024 rankings. Savant was listed among the top 200 RIAs in the country.
Savant Wealth Management 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.