News Room

An article about Savant joining forces with Capital Directions appeared in Advisor IQ, an industry trade publication.

CityWire RIA posted an article about Savant acquiring Atlanta-based Capital Directions.

Savant announced it has acquired Atlanta-based Capital Directions, an RIA firm whose clients include individuals and families, pensions, and corporations. In addition, Capital Directions offers a turnkey asset management platform (TAMP) to CPA firms.

CityWire RIA published an article about Myles Cavell joining Savant as director of new partner optimization, and Brad Felix joining as director of the Ideal Futures Platform.

Savant announced that Myles Cavell has joined the firm as director of new partner optimization, and that Brad Felix, CFA®, has joined as director of the Ideal Futures Platform.

Financial Advisor, an industry trade publication, published an article about Patrick Lawlor joining Savant Wealth Management as head of M&A.

CityWire RIA published an article about Patrick Lawlor joining Savant as Head of Mergers and Acquisitions.

WealthManagement.com, an industry trade publication, covered Savant hiring Patrick Lawlor as Head of Mergers and Acquisitions.

Patrick Lawlor has joined Savant Wealth Management as Head of Mergers and Acquisitions.

Savant Wealth Management recently received recognition from InvestmentNews, a leading source of essential news for financial advisors, and Forbes, a global financial news resource.

Savant CEO Brent Brodeski was featured on the Balanced Advisor Podcast where he discussed the problem of scaling without excellence and practicing excellence without scaling.

Savant CEO Brent Brodeski discusses Savant Wealth Management’s growth strategy and its objective to extend advice to millions of new investors.

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).

Savant received numerous industry recognitions in 2022, based on various quantitative and qualitative criteria, including assets under management, growth, client retention, and more.