Savant Wealth Management Acquires Sortino Advisory Partners
December 1, 2024
Savant Wealth Management acquired Louisville-based Sortino Advisory Partners, a veteran-owned fee-only RIA with $239 million in assets under management (and $135.7 million in assets under advisement). The deal closed on September 30; terms were not disclosed and Sortino principals Daniel Hutcherson and Stephen Heitz joined Savant as financial advisors, managing directors, and member-owners.
- Buyers
- Savant Wealth Management
- Targets
- Sortino Advisory Partners
- Sellers
- Sortino Advisory Partners
- Industry
- Wealth Management
- Location
- Kentucky, United States
- Transaction Type
- Buyout
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