Featured
November 30, 2023
Savant has acquired Clinton, S.C.-based Peay & Associates, LLC, a CPA firm providing tax and accounting services to individuals and businesses, and its associated RIA.
November 30, 2023
November 30, 2023 News Room
November 30, 2023
Featured
November 15, 2023
Savant announced plans to acquire Alabama-based Bridgeworth Wealth Management, a woman-led RIA firm with offices in Birmingham and Huntsville. Bridgeworth represents Savant’s second largest of eight acquisitions in 2023.
Media Mention
November 17, 2023
After listening to a podcast interview featuring Savant CEO Brent Brodeski, DeLynn Zell, the CEO of Bridgeworth Wealth Management, felt compelled to investigate the possibility of forming a partnership with Savant.
Media Mention
November 16, 2023
InvestmentNews published an article about Savant’s plans to acquire Alabama-based Bridgeworth Wealth Management, a woman-led RIA firm with offices in Birmingham and Huntsville.
Media Mention
November 15, 2023
CityWire, an industry trade publication, posted an article about Savant’s plans to acquire Alabama-based Bridgeworth Wealth Management, a woman-led RIA firm with offices in Birmingham and Huntsville.
Media Mention
November 15, 2023
Savant CEO Brent Brodeski was quoted in a WealthManagement.com article about Savant’s plans to acquire Alabama-based Bridgeworth Wealth Management, a woman-led RIA firm with offices in Birmingham and Huntsville.
Media Mention
November 13, 2023
Brent Brodeski, CEO of Savant Wealth Management, was recognized as a 2024 Chicago Titan. The Titan 100 program recognizes Chicago’s Top 100 CEOs and C-level executives.
Press Release
October 25, 2023
Savant Wealth Management has been recognized by Financial Planning as one of the top 20 fee-only RIAs in the nation by assets under management (AUM) for 2023.
Press Release
September 28, 2023
Savant Wealth Management has been recognized by Barron’s as one of the 2023 Top 100 Registered Investment Advisor (RIA) Firms. Savant earned the No. 31 spot, moving up from its No. 33 ranking in 2022 and No. 36 in 2021.
Press Release
August 15, 2023
Inc. announced today that Savant Wealth Management has been named to the Inc. 5000 annual list of fastest-growing private companies in America. Ranking No. 4,589 overall and No. 248 in the financial services industry.
Media Mention
July 21, 2023
Brent Brodeski, Savant’s CEO, was quoted in a CityWire article about the firm’s recent acquisition of tax and accounting services firm Raymond F. Book & Associates and its registered investment advisor firm Wealth Management Group.
Media Mention
July 21, 2023
Financial Advisor IQ published an article about Savant Wealth Management acquiring tax and accounting services firm Raymond F. Book & Associates and its registered investment advisor firm Wealth Management Group.
Media Mention
July 20, 2023
Savant CEO Brent Brodeski was quoted in an article about Savant Wealth Management’s latest acquisition of Raymond F. Book and its affiliated fee-only RIA.
Press Release
July 19, 2023
Savant Wealth Management announced it has acquired Dover, Delaware-based Raymond F. Book & Associates, P.A., and its affiliated fee-only RIA, Wealth Management Group, LLC.
Media Mention
June 30, 2023
Savant CEO Brent Brodeski discusses the company’s Relaxing Retirement Coach acquisition in a Financial Advisor IQ article.
Media Mention
June 29, 2023
Patrick Lawlor, Savant’s head of mergers and acquisitions, was quoted about Savant’s model for evaluating potential acquisitions in RIA Intel.
Media Mention
June 28, 2023
Savant CEO Brent Brodeski was quoted in a CityWire article about the company’s plans to acquire The Relaxing Retirement Coach.