Kevin Hrdlicka, head of wealth at Savant Wealth Management, shares insights in WealthManagement.com on how AI is accelerating innovation in financial advising.
Savant Wealth Management announced it ranked on the annual Inc. 5000 list of fastest-growing private companies in America for the third consecutive year. This year, Savant ranked at 2,907, moving up from its ranking of 3,871 in 2024 and 4,589 in 2023.
In an interview with CityWire, Savant CEO Brent Brodeski discussed accelerating dealmaking activity and reorganizing Savant’s executive suite to support future growth.
Savant was ranked in the top 10 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 ranked in the top 15 overall.
In the second annual edition of InvestmentNews’ Top Independent High-Net-Worth Advisors special report, Savant Wealth Management is ranked among the top independent firms in the Midwest region.
Savant CEO Brent Brodeski was quoted in a Financial Advisor IQ article about acquiring New York City-based Source Financial Advisors. The firm specializes in working with divorced and divorcing women.
CityWire RIA wrote an article about Savant’s recent acquisition of Source Financial Advisors, which specializes in serving divorced women. It continues a recent trend by Savant of acquiring firms with niche capabilities.
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.
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.
Donald Duncan, a financial advisor, managing director, and member owner, has been recognized as a 2024 Five Star Wealth Manager by Five Star Professional for the 11th time. Duncan, who joined Savant in 2018, serves the firm’s Chicago and Santa Fe offices.
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