News Room

CityWire, an industry trade publication, published an article about Jon Zindel joining Savant as Chief Financial Officer.

Employee-owned and led Savant Wealth Management named Jon W. Zindel, CFA®, as its Chief Financial Officer (CFO), effective Feb. 1. Zindel, with more than 30 years in the industry, previously served as partner, CFO and executive committee member at Chicago’s William Blair.

Savant CEO Brent Brodeski was quoted in an InvestmentNews article about Savant’s acquisition of FirstWave Financial. Savant expands its national footprint to 39 offices in 15 states.  

Financial Advisor, an industry trade publication, published an article about Savant’s first move into Florida with its FirstWave acquisition.

Savant announced its acquisition of FirstWave Financial, an independent RIA with $440 million in assets under management (AUM) in Satellite Beach, FL.

Savant has acquired Clinton, S.C.-based Peay & Associates, LLC, a CPA firm providing tax and accounting services to individuals and businesses, and its associated RIA.

After listening to a podcast interview featuring Savant CEO Brent Brodeski, DeLynn Zell, the CEO of Bridgeworth Wealth Management, felt compelled to investigate the possibility of forming a partnership with Savant.

InvestmentNews published an article about Savant’s plans to acquire Alabama-based Bridgeworth Wealth Management, a woman-led RIA firm with offices in Birmingham and Huntsville.

CityWire, an industry trade publication, posted an article about Savant’s plans to acquire Alabama-based Bridgeworth Wealth Management, a woman-led RIA firm with offices in Birmingham and Huntsville.

Savant CEO Brent Brodeski was quoted in a WealthManagement.com article about Savant’s plans to acquire Alabama-based Bridgeworth Wealth Management, a woman-led RIA firm with offices in Birmingham and Huntsville.

Savant announced plans to acquire Alabama-based Bridgeworth Wealth Management, a woman-led RIA firm with offices in Birmingham and Huntsville. Bridgeworth represents Savant’s second largest of eight acquisitions in 2023.

Brent Brodeski, CEO of Savant Wealth Management, was recognized as a 2024 Chicago Titan. The Titan 100 program recognizes Chicago’s Top 100 CEOs and C-level executives.

Savant Wealth Management has been recognized by Financial Planning as one of the top 20 fee-only RIAs in the nation by assets under management (AUM) for 2023.

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.