News Room

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.

Brent Brodeski, Savant’s CEO, was quoted in CityWire.com about acquiring Sortino Advisory Partners.

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.

Financial Advisor Allison Alexander was quoted in a Kiplinger.com article about the Widow’s Tax Penalty.

Gina Beall, Savant’s director of investment research, discusses Savant’s investment philosophy and why it stays away from concentrated portfolios.

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 Wealth Management has been ranked eighth on Financial Advisor Magazine's prestigious list of the Top 50 Fastest-Growing RIAs for 2024.

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.

AdvisorHub individually recognized four Savant financial advisors in its 1,000 Advisors to Watch 2024 rankings.

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.

For the second year in a row, Savant Wealth Management ranked number one on Accounting Today’s annual list of Billion-Dollar Wealth Magnets. The publication’s 18th annual ranking of integrated CPA and wealth management firms by assets under management (AUM).

Savant Wealth Management has been recognized by RIA Channel as one of the top 50 wealth managers by growth in assets. Savant earned the fourth spot on the list.

Savant announced it ranked fifth 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 earned the no. 12 spot overall.