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Savant - Wise Counsel June 10, 2025

Savant Wealth Management Names Ahmed Hassanein to CFO Position

Savant Wealth Management, a fee-only registered investment adviser (RIA), announced the appointment of Ahmed Hassanein, CPA, as its chief financial officer (CFO). Hassanein, with over 30 years of experience in the financial services industry, joins Savant from Los Angeles-based Signature Estate & Investment Advisors, where he has served as CFO for the past two years.
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Savant - Wise Counsel June 3, 2025

Accounting Today: The 2025 Billion-Dollar Wealth Magnets

For the third year in a row, Savant Wealth Management ranked number one on Accounting Today’s annual list of Billion-Dollar Wealth Magnets. The publication’s 19th annual ranking of integrated CPA and wealth management firms by assets under management (AUM) received submissions from more than 200 firms. Savant did not pay to participate in the ranking.
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Savant - Wise Counsel April 22, 2025

USA Today Best Financial Advisory Firms 2025

Savant was ranked in the top 10 among firms with $5 billion or more in assets under management (AUM) on USA Today’s list of the Best Financial Advisory firms in the United States, and ranked in the top 15 overall.
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Savant - Wise Counsel December 17, 2024

Savant Acquires $536M New York RIA

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.
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Savant - Wise Counsel December 16, 2024

Savant Buys $536m RIA in First New York Deal

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.
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Savant - Wise Counsel October 31, 2024

The Complexities of Retiring in 2024

Financial Advisor and Managing Director Brian Hinson was featured prominently in a Huntsville Business Journal article discussing the challenges of retirement in 2024.
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