Featured
August 31, 2026
Savant Wealth Management expands in New York through its partnership with Socha Financial Group, a Corning-based RIA with about $542M in AUM.
August 31, 2026
August 31, 2026 News Room
August 31, 2026
Featured
August 12, 2026
Savant Wealth Management has been named to the 2026 Inc. 5000 for the fourth straight year, rising to No. 2,161. Tags: Savant Wealth Management, Inc. 5000, fastest-growing private companies, wealth management, financial planning, registered investment adviser, RIA, firm growth, Brent Brodeski.
Media Mention
April 23, 2026
Four Savant advisors were included in InvestmentNews’ Best Financial Planners in the U.S. list, recognizing client-focused planning, integrity, and care.
Media Mention
April 7, 2026
Four Savant advisors earned spots on the 2026 Forbes Best-in-State Wealth Advisors list, recognizing experience and client-focused service across multiple states.
Media Mention
April 2, 2026
Barron’s interviews Savant CEO Brent Brodeski on recent acquisitions, national expansion, and the firm’s long-term growth strategy.
Media Mention
April 2, 2026
InvestmentNews highlights Savant Wealth Management’s largest partnerships, including the $6B Exencial deal and Heller addition.
Media Mention
March 27, 2026
Citywire reports that Savant Wealth Management promoted CIO Zach Ivey to chief investment and advice officer role at Savant.
Media Mention
March 26, 2026
Michelle Smith of Savant Wealth Management featured in InvestmentNews for insights on helping high-net-worth women navigate divorce finances and planning.
Media Mention
March 25, 2026
Charles Bean of Savant Wealth Management recognized by Barron’s as a 2026 top Massachusetts financial advisor for leadership.
Media Mention
March 16, 2026
Savant financial advisor Danielle Moore appeared on Chicago Tonight on WTTW, discussing Middle East conflict and potential market impacts.
Media Mention
March 12, 2026
Financial Advisor IQ highlights Savant Wealth Management’s investment in building in-house AI to support its financial advisors.
Media Mention
March 5, 2026
Citywire RIA reported on Savant’s largest partnership to date, acquiring $3.9B Heritage Financial and expanding its New England presence.
Media Mention
March 5, 2026
InvestmentNews reported on Savant’s partnership with Heritage Financial, marking the firm’s largest deal to date and expanding its New England footprint.
Media Mention
February 19, 2026
Financial advisor Matt Witter says investors should assess concentrated stock holdings within a broader plan for goals, cash flow.
Media Mention
February 4, 2026
Patrick Lawlor joins Ian Feder on The Buyer’s Boardroom podcast to discuss Savant’s M&A approach, integration structure, and process.
Media Mention
January 23, 2026
Patrick Lawlor, Savant’s head of M&A, highlights strong liquidity and new RIA buyers, while noting that market shifts could shape the next phase of record M&A activity.
Media Mention
January 13, 2026
Kevin Hrdlicka, Savant’s head of wealth, highlights the firm’s recent growth driven by service expansion and strategic partnerships in an article on FinancialPlanning.com.