.png?width=500&height=450&name=Kevin%20Hrdlicka%20(1).png "Kevin Hrdlicka (1)")
About Savant Wealth Management
Savant Wealth Management is a leading independent, nationally recognized, fee-only firm that has served clients for 40 years. Savant offers comprehensive wealth management services, including investment management, tax planning, estate planning, and other services to financially established individuals and institutions. The firm operates 71 offices across 28 states with approximately $56.5 billion in assets under management, and its growth strategy runs on four tracks: organic growth, talent development, technology investments, and strategic partnerships with other advisory firms. Savant ranked #18 on Financial Advisor Magazine's 2026 RIA Ranking, was named a Citywire Top 50 Grower Across America, and appeared on the Inc. 5000 for a fourth consecutive year.
Kevin Hrdlicka serves as Savant’s Head of Wealth, where he leads firmwide initiatives and partners closely with advisors to help elevate the value Savant seeks to provide across its 10 key planning areas.
"Scaling YCharts' powerful platform across our teams is an invaluable asset to our operations, equipping our advisors with robust tools for personalizing client conversations and fostering collaboration essential for propelling organic growth."
Summary
Savant did not set out to buy a research tool. The firm set out to solve a scale problem: how to deliver one consistent investment process to every advisor, in every office, at the same standard, while the advisor base kept expanding.
Before YCharts, Savant ran investment analysis, portfolio construction, market monitoring, charting, and client communication across many different systems. Model strategies lived on one platform while proposal requests were serviced through another, creating a research-team bottleneck with turnaround times as long as five business days.
Consolidating on YCharts collapsed that. Proposal generation moved from a five-day queue to a 10-minute self-serve exercise. Firm-level report templates put every client deliverable on-brand and in compliance regardless of which office produced it.
Today YCharts is the standard every Savant advisor works from, from model review and stress testing through to the branded proposal that reaches the prospect.
The Challenge
Savant's growth strategy puts pressure on a single point of failure: consistency. Every track the firm grows along, organic, talent, technology, and partnership, adds advisors who need access to the same models, the same data, and the same client-ready output as everyone else already at the firm.
As Savant's footprint and service offerings expanded, the firm found itself using many different systems for investment analysis, portfolio construction, market monitoring, charting, and client communication. Every added system raised the cost of keeping the firm aligned, and every new team arriving at Savant inherited that complexity.
The research team felt this most directly. It managed the firm's model strategies on one platform while servicing advisors' proposal requests through a separate tool. Turnaround could run as long as five business days, which meant advisors waiting on the home office at moments when speed mattered most. At Savant's scale, a five-day queue is less an inconvenience than a ceiling on how quickly the firm can grow.
To move forward, Savant needed a single platform capable of delivering model strategies and report templates from the home office to advisors nationally, while empowering those advisors to service and grow their books independently.
“YCharts has not only streamlined our workflows but also empowered our advisors with the autonomy to provide faster, more comprehensive service to their client.
This was a key driver in supporting both operational efficiency and AUM growth.”
This was a key driver in supporting both operational efficiency and AUM growth.”
The Solution
Savant consolidated on YCharts, a platform connecting research teams, advisors, and compliance divisions at large RIA firms. The rollout moved through three deliberate stages, each one removing a dependency that had been slowing advisors down.
Centralizing Models in One System
Centralizing Models in One System
Savant's research team uploaded the firm's model strategies to YCharts, making them available to every advisor from the home office. Advisors could review allocations, analyze holdings data, and run stress tests against the same models the research team maintained, with no version drift and no separate distribution process.
YCharts' dedicated support team helped Savant set up shared Dashboards giving advisors models, funds, and market data in a single view. Instead of assembling a picture from multiple tools, advisors opened one screen.
Moving Proposals to Self-Serve
The research team had been the sole route to a finished proposal. YCharts changed that. Advisors could upload prospect portfolios directly, run comparisons against Savant models, and generate the proposal themselves.
That removed the queue entirely and returned the research team's capacity to actual research. It also meant an advisor's ability to respond to a prospect no longer depended on the home office's bandwidth that week.
Standardizing Every Client Deliverable
YCharts worked with Savant to build tailored report templates incorporating Savant marketing materials centered on the firm's philosophy and approach. Compliance set access controls and report disclosures at the firm level.
The result is that a proposal generated by any advisor, in any office, arrives branded, consistent, and compliant by default. As the advisor base grows, the standard holds without additional oversight.
Scaling Without Adding Overhead
Savant set the standard first, then grew the advisor base against it. Models, dashboards, report templates, and disclosures were established once at the firm level, so every advisor who joined afterward stepped into an existing process rather than negotiating a new one.
That sequence is what makes the growth sustainable. When the home office defines the process and the platform distributes it, adding advisors adds capacity.
"We reached a point where managing multiple systems was no longer viable. We needed a unified platform that could centralize these processes, empowering our advisors to act quickly and independently, while ensuring consistency across the firm.
The Results
The impact compounds, because each piece removes a dependency that would otherwise scale with headcount.
- Proposal turnaround cut from five business days to roughly 10 minutes, with advisors self-serving rather than queuing behind the research team
- Research team capacity returned to research, after proposal servicing moved out of their workflow
- Firm-level consistency locked in through report templates with custom disclosures and Savant marketing materials, applied across every office
- Shorter ramp for advisors new to the firm, onto a turnkey platform already loaded with Savant model strategies, dashboards, portfolios, and stress-testing capabilities
Discover What YCharts Can Do for Your Firm
Join leading firms like Savant Wealth Management in scaling their advisor networks with transparency, consistency, and efficiency. From proposal generation and portfolio analysis to AI-powered workflows and branded reporting, YCharts helps teams save hours of prep, support stronger client trust, and deliver every insight with clarity and confidence.
Value Delivered:
1. Home office model distribution that puts every advisor on the same strategies, with no version drift and no separate delivery process
2. Self-serve proposal generation that took turnaround from five days to 10 minutes and gave the research team its capacity back
3. Firm-level templates and disclosures that keep every client deliverable branded and compliant, no matter how fast the advisor base grows
1. Home office model distribution that puts every advisor on the same strategies, with no version drift and no separate delivery process
2. Self-serve proposal generation that took turnaround from five days to 10 minutes and gave the research team its capacity back
3. Firm-level templates and disclosures that keep every client deliverable branded and compliant, no matter how fast the advisor base grows