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September 2, 2025

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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Featured

August 14, 2025

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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Media Mention

September 10, 2025

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.

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Media Mention

September 4, 2025

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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Media Mention

August 6, 2025

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.

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Media Mention

August 6, 2025

Savant Acquires $216 Million Silicon Valley RIA

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

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Media Mention

July 11, 2025

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.

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Press Release

July 8, 2025

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.

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Media Mention

July 7, 2025

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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Media Mention

July 7, 2025

DeLynn Zell Recognized on AdvisorHub’s 2025 “250 Advisors to Watch” List

Proud to share that DeLynn Zell, CFP®, has earned a spot on AdvisorHub’s 2025 “250 Advisors to Watch” list, recognizing her leadership and service.

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Media Mention

July 7, 2025

AdvisorHub Names Jakob Loescher to Its 2025 “250 Advisors to Watch” Ranking

We’re proud to share that Jakob Loescher, CFP®, has been named to AdvisorHub’s 2025 “250 Advisors to Watch” ranking.

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Media Mention

July 7, 2025

Richard O’Donnell Named to AdvisorHub’s 2025 “250 Advisors to Watch” List

We’re proud to announce Richard O’Donnell, CFP®, has been named to AdvisorHub’s 2025 “250 Advisors to Watch” list.

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Media Mention

July 7, 2025

Laura Chiesman Recognized in AdvisorHub’s 2025 “250 Advisors to Watch” List

Laura Chiesman, CFP®, CDFA®, of Savant’s Satellite Beach, FL office, has been named one of AdvisorHub’s “250 Advisors to Watch.”

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Media Mention

July 7, 2025

Savant’s Danielle Dahn Recognized in AdvisorHub’s 2025 RIA Ranking

Danielle Dahn, CFP®, of Savant’s Naperville, IL office, earned national recognition as one of AdvisorHub’s “250 Advisors to Watch.”

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Media Mention

July 7, 2025

Jack Phelps Named to AdvisorHub’s 2025 “250 Advisors to Watch” Ranking

Jack Phelps, senior managing partner at Savant’s Wellesley, MA office, earned national recognition as one of AdvisorHub’s “250 Advisors to Watch.”

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Media Mention

July 7, 2025

Savant’s Tory Meiborg Secures Spot in AdvisorHub’s 2025 RIA Ranking

Tory Meiborg, senior managing partner at Savant’s Cedar Rapids, IA office, earned recognition as one of AdvisorHub’s “250 Advisors to Watch.”

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Media Mention

July 7, 2025

Joel Cundick Honored as One of AdvisorHub’s 2025 Top Advisors to Watch

Joel Cundick, CFP®, AIF®, of Savant’s Vienna, VA office, is named one of AdvisorHub’s 2025 “250 Advisors to Watch.”

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