Featured
March 24, 2026
Citywire features Savant CEO Brent Brodeski on WiseOS, our long-term investment in an internal AI-powered platform.
March 24, 2026
March 24, 2026 News Room
March 24, 2026
Featured
March 24, 2026
– Savant Wealth Management, a fee-only registered investment adviser (RIA), announced today that Zach Ivey has been promoted to chief investment and advice officer, a newly created executive role designed to strengthen how the firm delivers integrated, client-centered wealth advice across the organization.
Media Mention
February 7, 2024
Savant CFO Jon Zindel was quoted in a CityWire article about how he plans to help build systems, processes, and infrastructure to ensure sustainable growth.
Media Mention
February 6, 2024
CityWire, an industry trade publication, published an article about Jon Zindel joining Savant as Chief Financial Officer.
Media Mention
February 6, 2024
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.
Media Mention
January 5, 2024
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.
Media Mention
January 3, 2024
Financial Advisor, an industry trade publication, published an article about Savant’s first move into Florida with its FirstWave acquisition.
Press Release
January 3, 2024
Savant announced its acquisition of FirstWave Financial, an independent RIA with $440 million in assets under management (AUM) in Satellite Beach, FL.
Press Release
November 30, 2023
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.
Media Mention
November 17, 2023
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.
Media Mention
November 16, 2023
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.
Media Mention
November 15, 2023
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.
Media Mention
November 15, 2023
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.
Press Release
November 15, 2023
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.
Media Mention
November 13, 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.
Press Release
October 25, 2023
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.
Press Release
September 28, 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.