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Featured

May 13, 2025

Savant Wealth Management Recognized by InvestmentNews in 5-Star Wealth Management Teams 2025 Special Report

Savant Wealth Management, a fee-only registered investment adviser (RIA), announced that its Birmingham, AL, Atlanta, GA, Rockford and Lincolnshire, IL, and Middleton, WI, teams were recognized by InvestmentNews as 5-Star Wealth Management Teams 2025.

Featured

May 1, 2025

$1.15 Billion Corrigan Financial, Inc. Joins Savant Wealth Management

Savant Wealth Management, a fee-only registered investment adviser (RIA) majority-owned by its employees, announced the acquisition of Middletown, R.I.-based Corrigan Financial, Inc., a 25-person, fee-only RIA offering personal financial planning, investment management, tax planning and preparation, and estate planning services.

Media Mention

September 22, 2024

Savant Wealth Management’s Brent Brodeski named CEO of the Year

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.

Press Release

August 13, 2024

Savant Wealth Management Earns Spot on Inc. 5000 List of America’s Fastest-Growing Companies

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.

Media Mention

July 12, 2024

Savant Wealth Management Named Eighth Fastest-Growing RIA

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

Media Mention

June 25, 2024

Savant Wealth Management Financial Advisors Among the Top 200 RIAs in the Nation

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.

Media Mention

June 18, 2024

2024 Advisors to Watch: Resilience is the Key to Success

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

Press Release

June 10, 2024

Savant Wealth Management Tops List of CPA Firms in the Nation for Second Consecutive Year

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.

Media Mention

June 4, 2024

Accounting Today: The 2024 Billion-Dollar Wealth Magnets

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).

Media Mention

May 23, 2024

Savant Wealth Management Named to RIA Channel’s List of Top 50 Wealth Managers by Growth in Assets

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.

Press Release

April 29, 2024

USA Today Ranks Savant Wealth Management Fifth Among Top Financial Advisor Firms with $5 Billion+ in Assets

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.

Media Mention

April 25, 2024

USA Today Ranks Savant Wealth Management as a 2024 Best Financial Advisory Firm

Savant has been named #12 on USA Today’s 2024 ranking of the top 500 RIA firms. The ranking was based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers.

Press Release

March 20, 2024

CNN Underscored Names Savant Wealth Management a Top 10 Financial Advisor Firm

Savant Wealth Management was named to CNN Underscored’s list of the 10 Best Financial Advisors of February 2024.

Press Release

March 13, 2024

Savant Wealth Management Welcomes DeLynn Zell and Spenser Segal to Board of Managers

Savant Wealth Management is pleased to announce the addition of two industry leaders, DeLynn Zell and Spenser Segal, to its Board of Managers.

Media Mention

February 13, 2024

Savant Wealth Management taps William Blair exec for new CFO

InvestmentNews published an article about Jon Zindel joining Savant as Chief Investment Officer. Zindel’s experience, which spans 30 years, will assist Savant in its continued fast growth as an employee-controlled and founder-led firm.

Media Mention

February 8, 2024

Savant Managing Director DeLynn Zell and Financial Advisor Jenny Sneed Named to Forbes’ Top Women Wealth Advisors List

DeLynn Zell and Jenny Sneed were named to Forbes’ list of “Top Women Wealth Advisors – Best-In-State.”

Media Mention

February 7, 2024

How Savant’s new CFO wants to help scale the $25.5bn RIA

Savant CFO Jon Zindel was quoted in a CityWire article about how he plans to help build systems, processes, and infrastructure to ensure sustainable growth.

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