Savant Wealth Management has been recognized by Barron’s as one of the 2023 Top 100 Registered Investment Advisor (RIA) Firms. Savant earned the No. 31 spot, moving up from its No. 33 ranking in 2022 and No. 36 in 2021.
Inc. announced today that Savant Wealth Management has been named to the Inc. 5000 annual list of fastest-growing private companies in America. Ranking No. 4,589 overall and No. 248 in the financial services industry.
Savant Wealth Management has acquired Baril Advisors LLC, a financial planning and investment advisory services firm based in Buffalo Grove, IL. With approximately $99 million in assets under management and two employees.
Savant Wealth Management has acquired SFG Investment Advisors, a boutique RIA firm specializing in working with senior-level executives at publicly traded companies. Based in Doylestown, PA, SFG Wealth Planning has six employees and approximately $286 million in assets under management (as of 10/24/22).
CEO Brent Brodeski was quoted in an article in Family Wealth Report about the rate of RIA mergers and acquisitions in a rising rate environment. Savant's most recent acquisition of World Trend Financial and Terry, Lockridge & Dunn was also mentioned.