News Room

Jack Phelps, senior managing partner at Savant’s Wellesley, MA office, earned national recognition as one of AdvisorHub’s “250 Advisors to Watch.”

Tory Meiborg, senior managing partner at Savant’s Cedar Rapids, IA office, earned recognition as one of AdvisorHub’s “250 Advisors to Watch.”

Joel Cundick, CFP®, AIF®, of Savant’s Vienna, VA office, is named one of AdvisorHub’s 2025 “250 Advisors to Watch.”

Savant Wealth Management, a fee-only registered investment adviser (RIA), announced that Brent Kalka, CFP®, AIF®, CPFA®, has joined the firm as a financial advisor and member-owner. Kalka brings $110.9 million in assets under management (AUM), and will be based in Savant’s Lincolnshire, IL, office.

For the third year in a row, Savant Wealth Management ranked number one on Accounting Today’s annual list of Billion-Dollar Wealth Magnets. The publication’s 19th annual ranking of integrated CPA and wealth management firms by assets under management (AUM) received submissions from more than 200 firms. Savant did not pay to participate in the ranking.

Financial Advisor Patti Black was quoted in an article from TheStreet about the importance of finding purpose in retirement.

CityWire wrote an article about Savant acquiring Corrigan Financial, its first office in Rhode Island, which deepens its presence in New England.

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 Financial Advisor Ritu Jain wrote an article for the Daily Herald about five money moves to help safeguard your future.

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.

Brent Brodeski, Savant’s CEO, was quoted in CityWire.com about acquiring Sortino Advisory Partners.