News Room

Patrick Lawlor joins Ian Feder on The Buyer’s Boardroom podcast to discuss Savant’s M&A approach, integration structure, and process.

Patrick Lawlor, Savant’s head of M&A, highlights strong liquidity and new RIA buyers, while noting that market shifts could shape the next phase of record M&A activity.

Kevin Hrdlicka, Savant’s head of wealth, highlights the firm’s recent growth driven by service expansion and strategic partnerships in an article on FinancialPlanning.com.

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

Financial advisor Ashley R.G. Olivas was honored as a Rising Star of the Year at the 11th annual “Wealthies” awards on Sept. 4, 2025, in New York City.

Financial Planning reports on Savant Wealth Management’s acquisition of PrairieView Partners, a CPA-led RIA in St. Paul, Minnesota—marking Savant’s fourth deal in 2025 and its first in the state.

Citywire wrote an article about Savant’s acquisition of PrairieView Partners, a St. Paul-based RIA managing over $1.2 billion in assets.

Savant Wealth Management, a fee-only registered investment adviser (RIA), has acquired PrairieView Partners, LLC, a fee-only RIA based in St. Paul, Minn., with over $1.2 billion in assets under management.

InvestmentNews wrote an article about Savant’s recent acquisition of Parkworth Wealth Management, which specializes in serving Silicon Valley tech professionals.

CityWire RIA reported on Savant Wealth Management’s acquisition of Parkworth Wealth Management, a Silicon Valley firm.

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 announced that nine of its advisors earned national recognition from AdvisorHub in its 250 Advisors to Watch 2025 RIA 2025 ranking.

Angie Stephenson, CFP®, CPA/PFS of Savant’s Lancaster, PA office, is named one of AdvisorHub’s “250 Advisors to Watch.”

Proud to share that DeLynn Zell, CFP®, has earned a spot on AdvisorHub’s 2025 “250 Advisors to Watch” list, recognizing her leadership and service.

We’re proud to share that Jakob Loescher, CFP®, has been named to AdvisorHub’s 2025 “250 Advisors to Watch” ranking.