Featured
April 8, 2026
CEO Brent Brodeski discusses Savant’s approach to growth, leadership, and delivering long-term value as a fiduciary RIA.
April 8, 2026
April 8, 2026 News Room
April 8, 2026
Featured
March 31, 2026
Savant Wealth Management has partnered with Exencial Wealth Advisors, a national RIA with $6 billion in assets under management and headquarters in Oklahoma City, OK. The partnership marks Savant’s largest deal to date and expands the firm into several new states.
Media Mention
September 10, 2025
Financial Planning reports on Savant Wealth Management’s acquisition of PrairieView Partners, a CPA-led RIA in St. Paul, Minnesota—marking Savant’s fourth deal in 2025 and its first in the state.
Media Mention
September 4, 2025
Citywire wrote an article about Savant’s acquisition of PrairieView Partners, a St. Paul-based RIA managing over $1.2 billion in assets.
Press Release
September 2, 2025
Savant Wealth Management, a fee-only registered investment adviser (RIA), has acquired PrairieView Partners, LLC, a fee-only RIA based in St. Paul, Minn., with over $1.2 billion in assets under management.
Media Mention
August 6, 2025
InvestmentNews wrote an article about Savant’s recent acquisition of Parkworth Wealth Management, which specializes in serving Silicon Valley tech professionals.
Media Mention
August 6, 2025
CityWire RIA reported on Savant Wealth Management’s acquisition of Parkworth Wealth Management, a Silicon Valley firm.
Media Mention
July 11, 2025
Savant Wealth Management earned the #24 spot in Financial Advisor Magazine’s 2025 RIA Ranking. CEO Brent Brodeski shared insights on how AI is poised to transform the financial services industry.
Press Release
July 8, 2025
Savant Wealth Management announced that nine of its advisors earned national recognition from AdvisorHub in its 250 Advisors to Watch 2025 RIA 2025 ranking.
Media Mention
July 7, 2025
Angie Stephenson, CFP®, CPA/PFS of Savant’s Lancaster, PA office, is named one of AdvisorHub’s “250 Advisors to Watch.”
Media Mention
July 7, 2025
Proud to share that DeLynn Zell, CFP®, has earned a spot on AdvisorHub’s 2025 “250 Advisors to Watch” list, recognizing her leadership and service.
Media Mention
July 7, 2025
We’re proud to share that Jakob Loescher, CFP®, has been named to AdvisorHub’s 2025 “250 Advisors to Watch” ranking.
Media Mention
July 7, 2025
We’re proud to announce Richard O’Donnell, CFP®, has been named to AdvisorHub’s 2025 “250 Advisors to Watch” list.
Media Mention
July 7, 2025
Laura Chiesman, CFP®, CDFA®, of Savant’s Satellite Beach, FL office, has been named one of AdvisorHub’s “250 Advisors to Watch.”
Media Mention
July 7, 2025
Danielle Dahn, CFP®, of Savant’s Naperville, IL office, earned national recognition as one of AdvisorHub’s “250 Advisors to Watch.”
Media Mention
July 7, 2025
Jack Phelps, senior managing partner at Savant’s Wellesley, MA office, earned national recognition as one of AdvisorHub’s “250 Advisors to Watch.”
Media Mention
July 7, 2025
Tory Meiborg, senior managing partner at Savant’s Cedar Rapids, IA office, earned recognition as one of AdvisorHub’s “250 Advisors to Watch.”