News Room

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.

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.

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.

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

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.

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

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.

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).

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.

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.

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.

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

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

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.

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