Tag: Recognition

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November 20, 2025
Savant Wealth Management, Press Release

Savant CEO Brent Brodeski Recognized as a Chicago Titan for Third Consecutive Year

Savant CEO Brent Brodeski named a Chicago Titan for the third year, earning Hall of Fame honors for leadership and industry impact.

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November 20, 2025
Savant Top RIAs - Financial Planning

Savant Wealth Management Ranks #5 on Financial Planning’s Top 20 RIAs 2025 List

Savant Wealth Management has been recognized by Financial Planning as #5 on its list of the top 20 fee-only RIAs in the nation.

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November 19, 2025
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.

Savant CEO Brent Brodeski Named as a Chicago Titan for Third Consecutive Year and Honored in Hall of Fame

Brent Brodeski, CEO of Savant Wealth, named to Chicago Titan 100 list honoring top business leaders for 2026.

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November 7, 2025
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.

Stephanie Willison Named One of the Best Financial Advisors in Indianapolis

Digital Reference highlights professionals who distinguish themselves in their fields and has recognized Stephanie Willison for her role as a financial advisor in Indianapolis.

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October 15, 2025
Savant Wealth Management, Press Release

Savant Wealth Management Ranks 12th on Barron’s 2025 Top 100 RIA Firms

Savant Wealth Management, a fee-only registered investment adviser (RIA), announced it ranked number 12 on the Barron’s list of 2025 Top 100 RIA Firms, moving up from number 17 in 2024 and number 31 in 2023.

Media Mention
September 23, 2025
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.

Savant Wealth Management Ranked #12 on Barron’s 2025 Top RIA Firms

Savant Wealth Management ranks 12th in Barron’s Top 100 Independent Advisory Firms, recognized for growth, technology, and succession planning.

Press Release
May 13, 2025
Savant Wealth Management, Press Release

Savant Wealth Management Recognized by InvestmentNews in 5-Star Wealth Management Teams 2025 Special Report

Savant Wealth Management, a fee-only registered investment adviser (RIA), announced that its Birmingham, AL, Atlanta, GA, Rockford and Lincolnshire, IL, and Middleton, WI, teams were recognized by InvestmentNews as 5-Star Wealth Management Teams 2025.

Press Release
November 22, 2024
Savant Wealth Management

Savant Wealth Management Ranks #4 on Financial Planning’s Top 20 RIA Leaders 2024 List

Savant Wealth Management, a nationally recognized, fee-only registered investment advisor (RIA), has been recognized by Financial Planning as #4 on its list of the top 20 fee-only RIAs in the nation by assets under management (AUM) for 2024.

Press Release
November 21, 2024
Savant Wealth Management

Savant Wealth Management Named One of America’s Top Financial Advisory Firms by Newsweek

Savant Wealth Management, a fee-only registered investment adviser (RIA), announced it was named by Newsweek as one of America’s Top Financial Advisory Firms in 2025. The ranking highlighted firms that offer innovative financial solutions, a commitment to fiduciary responsibility, and a client-first approach.

Press Release
October 10, 2024
Savant Wealth Management

Savant Wealth Management Advisor Named Five Star Wealth Manager

Donald Duncan, a financial advisor, managing director, and member owner, has been recognized as a 2024 Five Star Wealth Manager by Five Star Professional for the 11th time. Duncan, who joined Savant in 2018, serves the firm’s Chicago and Santa Fe offices.

Media Mention
September 22, 2024
Savant Wealth Management

Savant Wealth Management’s Brent Brodeski named CEO of the Year

The Daily Herald published an article about Brent Brodeski, CEO of Savant Wealth Management, being named CEO of the Year for RIA firms with assets of $20 billion or more by WealthManagement.com.

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September 19, 2024
Savant Wealth Management

Savant Wealth Management Ranks 17th on Barron’s 2024 Top 100 RIA Firms

Savant announced it ranked number 17 on the Barron’s list of 2024 Top 100 RIA Firms, moving up from number 31 in 2023 and number 33 in 2022. The publication’s ninth annual ranking of independent advisory firms, released this month, is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics.

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