News Room

Citywire, a publisher of news and insight for professional advisers and investors around the world, interviewed our CEO Brent Brodeski about Savant’s biggest M&A deal yet.

Financial trade publication InvestmentNews reports on our acquisition of Huber Financial. Partnering will bring together each of our firms’ unique strengths.

Two of Chicagoland’s Largest Independent RIAs Partner to Become One of Nation’s Top Firms Increases Savant’s Chicagoland assets to $3.1 billion; $8 billion nationally Enhances Chicago-area footprint to include nine office locations  Becomes one of the nation’s largest independent and privately owned fee-only firms  Firm well-positioned to reach its goal of improving 1 million lives in […]

Chris Plagge discusses cross-selling wealth management and tax services in this article on Finanical-Planning.com.

Savant has been ranked by InvestmentNews as one of the Top 10 Registered Investment Advisors (RIAs) in the Midwest.

Current Employees Recognized for Educational Accomplishments Savant Capital Management, a nationally-recognized, fee-only wealth management firm headquartered in Rockford, is pleased to announce that Chris Walters recently joined its team as the Midwest manager of advisory and business development. Additionally, Savant today shared that two of its current employees, Grant Moore and Bradley Stewart, have been recognized for their educational achievements. […]

Michael Cyrs and Jakob Loescher review a few ways The SECURE Act will affect retirement funds in 2020 on WREX-TV (Rockford, IL).

Financial advisor Cal Brown was recently featured in “Stormy weather ahead? Wealth managers offer advice for navigating the next downturn” by Virginia Business. Cal reminds us, “Panic is not an investment strategy.” He cautions against market timing, a strategy of basing your buying or selling decisions on attempts to predict future market price movements.

Financial advisor Theresa Harezlak was recently featured in an interview series with Authority Magazine. She shares her inspiration to study finance, early career blunders, and questions to ask when hiring a financial advisor. 

Citywire, a publisher of news and insight for professional advisers and investors, caught up with Savant’s CEO Brent Brodeski at MarketCounsel about his opinion on private equity deals.

Recognized as an outstanding leader and mentor in the Stateline community Savant Capital Management, a nationally-recognized, fee-only wealth management firm headquartered in Rockford, today announced that Financial Advisor Ryan Monette has been named one of the region’s “40 Leaders Under Forty” by the Rockford Chamber of Commerce. Monette was recognized for his leadership and mentorship within Savant […]

Savant Continues its Growth Surge of Quality RIAs; Adds First Bloomington, IL Location Kingston Financial is Savant’s seventh acquisition since 2012; first presence in Bloomington Acquisition increases Savant’s assets by $150 million; $6.5 billion overall Kevin Kingston, founder, and Christopher Ruedi, financial advisor, become employee owners of Savant Savant Capital Management, a nationally-recognized, fee-only wealth […]

Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, with locations in Chicago, Downers Grove, Freeport, Hoffman Estates, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA, announced today  that CEFEX, the Centre for Fiduciary Excellence, LLC, has renewed the firm’s […]

Citywire, a publisher of news and insight for professional advisers and investors around the world, interviewed our new M&A executive Steven Parish and our CEO Brent Brodeski about Savant’s ideal M&A partners.

Hand-Selected M&A Deal Team Created to Transform the Fee-Only, Independent RIA Industry Aging industry, fee pressure, service expansion needs and inadequate succession planning present a challenge to almost 40 percent of current RIA owners Savant pioneering proactive and innovative approach to RIA acquisitions for benefit of owners, employees and clients Newly assembled team consists of […]