My guest today has one of the largest independent RIAs we’ve had on the podcast. Brent Brodeski is the co-founder and CEO of Savant Capital, an independent RIA that oversees more than $6 billion of assets under management for nearly 5,000 clients. With a team of 173 employees, Savant has also shared opportunities for ownership across more than 50 employees at the firm.
In this episode, Brent shares the trajectory of Savant’s almost entirely organic growth to over $6 billion in AUM, as well as how the firm navigated the all-too-common challenge of buying out a co-founder. Listen in to learn how they re-capitalized the firm, the system they put in place to strategically plan for and execute the business’s goals, and how they plan to 10x the firm in the next ten years.
For show notes and more visit: https://www.kitces.com/123
Financial Advisor Success