Savant Wealth Management Acquires Corrigan Financial
April 30, 2025
Savant Wealth Management has acquired Middletown, Rhode Island-based Corrigan Financial, a 25-person fee-only RIA managing $1.15 billion in AUM. The deal, which closed April 30, 2025, expands Savant's national footprint into Rhode Island and brings Corrigan's tax preparation capabilities into Savant's Tax & Consulting business line.
- Buyers
- Savant Wealth Management
- Targets
- Corrigan Financial, Inc.
- Sellers
- Daniel G. Corrigan and 15 shareholders of Corrigan Financial
- Industry
- Financial Services
- Location
- Rhode Island, United States
- Transaction Type
- Buyout
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