Bridgeworth Wealth Management

What Bridgeworth Wealth Management does

Bridgeworth Wealth Management now operates as part of Savant Wealth Management, a fee-only fiduciary advisory firm headquartered in the United States. The firm serves 24,000+ clients with combined assets under management and administration of $57.2B ($55.7B AUM and $1.5B AUA as of 06/30/2026), delivering financial planning, investment management, tax planning and preparation, estate planning, retirement plan consulting, institutional consulting, and family office services. Operations are distributed across 70 offices in 28 U.S. states, with service delivery supplemented by virtual channels.

The firm's operating model rests on a member-owned structure with 297 employee member-owners, aligning advisor incentives with long-term client outcomes rather than short-term production. A proprietary technology platform, WiseOS, underpins integrated planning, investment, and service workflows. The firm was founded in 1986 (40 years of operating history) and has earned sustained third-party recognition, including Barron's #12, Financial Planning #5, InvestmentNews #14 (2024), Forbes Top RIA Firms for ten consecutive years, and three consecutive years on the Inc. 5000.

Revenue is generated primarily through AUM-based advisory fees, with additional contribution from tax preparation, planning engagements, and AUA-based fees on the $1.5B in administered assets. The fee-only fiduciary model eliminates commission-based conflicts and supports the firm's value proposition of unbiased, comprehensive advice. Growth has been driven by a combination of organic client acquisition, advisor recruiting under the member-owner framework, and inorganic expansion via mergers and acquisitions, including the integration of Bridgeworth Wealth Management into the Savant platform.

Name

Bridgeworth Wealth Management

Legal name

Bridgeworth Wealth Management

Website

https://bridgeworthfinancial.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

101–250 employees

Short description

Bridgeworth Wealth Management operates as part of Savant Wealth Management, a fee-only fiduciary advisory firm serving 24,000+ clients with $57.2B in AUM/AUA across 70 offices in 28 U.S. states via financial planning, investment management, tax, estate, and family office services.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Trust, Fiduciary, and Custody Activities (523991), Portfolio Management and Investment Advice (52394), Trusts, Estates, and Agency Accounts (525920)

akta.pro primary industry

Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)

akta.pro secondary industries

Family Office Trust & Fiduciary Services (FSAEAKAF), Trust Administration & Fiduciary Accounting Services (FSAAANAF)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Estate planning
• Tax advisory

Headquarters

HQ city

Rockford

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Wealth Management Advisory Services: Fee-only fiduciary wealth management services providing comprehensive guidance across investments, financial planning, tax planning, estate planning, trust services, and family office support. Revenue is generated through advisory fees, likely based on assets under management (AUM) given industry norms for wealth management firms of this scale.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Bridgeworth Wealth Management (operating in association with Savant Wealth Management) is a fee-only, fiduciary wealth management firm that provides comprehensive wealth management services combining investment management, financial planning, tax advisory, estate planning, trust services, and family office support for individuals, families, businesses, and institutions.

Product overview

Bridgeworth Wealth Management (operating as Savant Wealth Management) is a fee-only, fiduciary wealth management firm offering a unified platform of financial services. The core offering consists of Comprehensive Wealth Management, which integrates investment management, financial planning, tax advisory, estate planning, trust services, and family office support. Additional specialized services include company retirement plan services and the Ideal Futures Financial Health Assessment tool. The firm serves individuals, families, businesses, and institutions, positioning itself as a full-service wealth management provider.

Differentiator

Problem solved

Functional benefit

Products and services

• Comprehensive Wealth Management A holistic wealth management service combining investments, tax planning, estate strategy, and financial planning into a unified approach for individuals, families, and institutions.
• Investment Management Professional investment guidance and portfolio management services focused on growing and protecting client assets.
• Financial Planning Strategic financial planning services to help clients navigate life transitions and achieve their financial goals.
• Tax Advisory & Preparation Tax planning and preparation services designed to minimize tax burden and optimize after-tax wealth.
• Accounting & Consulting Services Business accounting and consulting services for clients with complex financial needs.
• Trust Services Trust management and fiduciary services to help clients protect and transfer wealth.
• Family Office Services Comprehensive family office services providing integrated financial oversight for high-net-worth families.
• Company Retirement Plan Services 401(k) and retirement plan services for businesses to help employees save for retirement.
• Estate Planning & Wealth Transfer Estate planning services to help clients structure wealth transfer to beneficiaries.

Named customers1 record

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Creative Planning: One of the largest U.S. fee-only RIAs serving HNW individuals and families with comprehensive wealth management, tax, and estate services. Highly comparable in scale, fee-only fiduciary model, and integrated service stack including family office capabilities.
• Mariner Wealth Advisors: National RIA providing wealth advisory, tax, estate, and family office services to HNW clients. Comparable in scale, full-service offering, and PE-backed inorganic growth strategy.
• Focus Financial Partners: Leading RIA aggregator and wealth management partner with a national network of fiduciary-focused firms serving HNW clients. Comparable in advisor acquisition model and HNW service breadth.
• Carson Group: RIA platform serving independent financial advisors with wealth management, technology, and business consulting support. Comparable as a growing, advisor-centric RIA with integrated tech platform and HNW focus.
• Bessemer Trust: Specialty wealth and investment management firm focused on HNW/UHNW families with deep trust, estate, and family office capabilities. Comparable in fiduciary model and HNW/UHNW service depth.
• Glenmede: Wealth management and investment advisory firm serving HNW families, endowments, and foundations with a fee-only fiduciary model. Comparable in trust/fiduciary orientation and HNW/UHNW client focus.
• Edelman Financial Engines: Large national RIA providing wealth management and financial planning to HNW households and corporate retirement plans. Comparable in fee-only model, HNW focus, and 401(k) services.

Broad incumbents

• Cetera Financial Group: Multi-channel wealth management firm serving advisors and HNW clients through broker-dealer and RIA channels. Broader and more diversified than Bridgeworth/Savant, but overlapping in HNW advisory and retirement plan services.
• Charles Schwab Wealth Advisory: Large incumbent brokerage and registered investment advisor serving mass-affluent through UHNW clients with wealth advisory, Schwab Private Client, and 401(k) services. Competes on scale, brand, and integrated custody, though less specialized in HNW family office.

Emerging players

• Russell Investments: Global investment solutions firm with growing U.S. wealth-management footprint serving HNW and institutional clients. Adjacent in investment management and advisory, with growing focus on the HNW advisor channel relevant to Bridgeworth/Savant.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/BridgeworthWM
• LinkedInlinkedin.com/company/bridgeworth-llc

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bridgeworth Wealth Management