News Room

Savant Wealth Management has been ranked eighth on Financial Advisor Magazine's prestigious list of the Top 50 Fastest-Growing RIAs for 2024.

AdvisorHub individually recognized four Savant financial advisors in its 1,000 Advisors to Watch 2024 rankings.

Savant Wealth Management earned the top spot in Accounting Today’s list of 2024 Billion-Dollar Wealth Magnets, making this Savant’s second consecutive year as the leading firm on the list. Savant was ranked number one by assets under management (AUM) out of 150 firms, 52 of which had more than $1 billion in AUM.

For the second year in a row, Savant Wealth Management ranked number one on Accounting Today’s annual list of Billion-Dollar Wealth Magnets. The publication’s 18th annual ranking of integrated CPA and wealth management firms by assets under management (AUM).

Savant Wealth Management has been recognized by RIA Channel as one of the top 50 wealth managers by growth in assets. Savant earned the fourth spot on the list.

Savant announced it ranked fifth among firms with $5 billion or more in assets under management (AUM) on USA Today’s list of the Best Financial Advisory Firms in the United States, and earned the no. 12 spot overall.

Savant has been named #12 on USA Today’s 2024 ranking of the top 500 RIA firms. The ranking was based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers.

Savant Wealth Management was named to CNN Underscored’s list of the 10 Best Financial Advisors of February 2024.

Savant Wealth Management is pleased to announce the addition of two industry leaders, DeLynn Zell and Spenser Segal, to its Board of Managers.

InvestmentNews published an article about Jon Zindel joining Savant as Chief Investment Officer. Zindel’s experience, which spans 30 years, will assist Savant in its continued fast growth as an employee-controlled and founder-led firm.

DeLynn Zell and Jenny Sneed were named to Forbes’ list of “Top Women Wealth Advisors – Best-In-State.”

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.

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.