Savant Wealth Management Acquires Capital Directions

MAI Capital Management Acquires Waypoint Wealth Counsel

August 17, 2026

Financial Services

MAI Capital Management announced the acquisition of Waypoint Wealth Counsel LLC, an Atlanta-based fee-only registered investment advisor managing about $490 million in AUM. The deal is intended to give MAI a foothold in Atlanta and expand wealth management capabilities and alternative investment access while keeping Waypoint’s local leadership in place.

Savant Wealth Management Partners With Grand Capital Advisors to Expand Michigan Presence

February 28, 2026

Wealth Management

Savant Wealth Management partnered with Grand Capital Advisors, a Grand Blanc, Michigan registered investment advisor with about $127 million in assets under management, expanding Savant’s footprint in the Midwest. The partnership closed on February 28, 2026, with terms not disclosed, and Duetsch and Schiestel becoming member-owners in Savant.

Savant Wealth Management Acquires PrairieView Partners

August 31, 2025

Wealth Management

Savant Wealth Management has acquired PrairieView Partners, a St. Paul, Minnesota-based registered investment adviser managing more than $1.2 billion in AUM. The deal, which closed August 31, 2025, brings PrairieView's leadership into Savant as member-owners and transitions 15 of PrairieView's 19 employees into Savant's wealth management division (four to Savant Tax & Consulting); financial terms were not disclosed.

Savant Wealth Management Acquires Source Financial Advisors

December 16, 2024

Financial Services

Savant Wealth Management, a Rockford, Illinois-based fee-only RIA, has acquired New York boutique RIA Source Financial Advisors, which manages $536 million in assets. The deal closed on December 9, 2024 (terms undisclosed); Source founder Michelle Smith and several team members joined Savant as advisors and staff as part of the transition.

MAI Capital Management Acquires Madison Wealth Management

January 8, 2024

Wealth Management

MAI Capital Management acquired Madison Wealth Management, adding approximately $1.4 billion of client assets under management and expanding MAI’s presence in Cincinnati and Northern Virginia. The Madison team will join MAI effective January 5, with Madison leaders Ed Kuresman and Jim McDermott assuming Regional President roles; terms were not disclosed.

Savant Wealth Management Acquires Domani Wealth

May 10, 2023

Financial Services

Savant Wealth Management has acquired Domani Wealth, a Lancaster, Pennsylvania-based RIA with $1.53 billion in AUM and 23 employees. The deal expands Savant's footprint in the Mid-Atlantic to 32 offices across 11 states and raises its combined AUM to $19.5 billion.