Tag: Recognition

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August 21, 2026
Savant Wealth Management media mention

Citywire Recognizes Savant as a Top Growth Firm 

Savant Wealth Management was named a runner-up on Citywire’s 2026 50 Growers Across America list, recognizing the firm’s continued growth.

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August 14, 2026
Savant Wealth Management media mention

Michelle Smith Named to the Forbes 2026 50 Over 50 List 

Savant Wealth Management managing partner Michelle Smith has been named to the Forbes 2026 50 Over 50 list.

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July 16, 2026
Savant Wealth Management media mention

Savant Wealth Management Ranked Number 18 on Financial Advisor Magazine’s Annual RIA Ranking

Savant Wealth Management rose to number 18 in Financial Advisor Magazine’s 2026 ranking of RIA firms.

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June 29, 2026
Savant Wealth Management media mention

Savant Wealth Management received a 5-star rating from Wall Street Journal Buy Side in its June 2026 financial advisor review

Savant Wealth Management earned a 5-star rating from WSJ Buy Side, highlighting its fiduciary approach, comprehensive planning, and team-based model.

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June 22, 2026
Savant Wealth Management, Press Release

Savant Wealth Management Named to Inaugural CNBC Elite Advisors List

Savant Wealth Management has been named to the inaugural CNBC Elite Advisors list, which recognizes 25 of the nation’s leading wealth management firms serving ultra-high net worth individuals and families with investable assets of $25 million or more.

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June 15, 2026
Brent Brodeski EY Entrepreneur of the Year 2026

Savant Wealth Management’s Brent Brodeski Named An EY Entrepreneur Of The Year® 2026 Midwest Award Winner

Savant Wealth Management announced that its founder and CEO, Brent Brodeski, CPA, CFP®, CFA®, MBA, has been named an EY Entrepreneur Of The Year® 2026 Midwest Award winner.

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June 1, 2026
Savant Wealth Management media mention

Seven Savant Financial Advisors Named to AdvisorHub’s 2026 RIAs to Watch List

Seven Savant advisors were named to AdvisorHub’s 2026 RIAs to Watch list, recognizing growth and professionalism.

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April 28, 2026
Savant Wealth Management media mention

Best Financial Planners in the US | 5-Star Financial Planners 

Four Savant advisors were recognized by InvestmentNews as some of the Best Financial Planners in the U.S., honoring excellence, integrity, and client-focused planning.

Media Mention
April 23, 2026
Savant Wealth Management media mention

Four Savant Advisors Named to the InvestmentNews Best Financial Advisors in the U.S. 5 Star Financial Planners List

Four Savant advisors were included in InvestmentNews’ Best Financial Planners in the U.S. list, recognizing client-focused planning, integrity, and care.

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April 14, 2026
Four Savant Advisors Named to Forbes Best-in-State Wealth Advisors List

Four Savant Advisors Named to Forbes Best-in-State Wealth Advisors List

Four Savant Wealth Management advisors were named to the 2026 Forbes Best‑in‑State Wealth Advisors list, earning recognition across four states.

Media Mention
April 7, 2026
Savant Wealth Management media mention

Four Savant Advisors Recognized on the 2026 Forbes Best-in-State Wealth Advisors List

Four Savant advisors earned spots on the 2026 Forbes Best-in-State Wealth Advisors list, recognizing experience and client-focused service across multiple states.

Media Mention
March 25, 2026
Savant Wealth Management earned the #24 spot in Financial Advisor Magazine’s 2025 RIA Ranking. CEO Brent Brodeski shared insights on how AI is poised to transform the financial services industry.

Media Mention – Charles Bean Barron’s Best Advisors in MA

Charles Bean of Savant Wealth Management recognized by Barron’s as a 2026 top Massachusetts financial advisor for leadership.

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