Savant Wealth Management Partners With Heritage Financial

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 Gryphon Advisors

September 30, 2025

Financial Services

Savant Wealth Management, a fee-only RIA headquartered in Rockford, Illinois, acquired Evanston-based Gryphon Advisors, a fee-only RIA with approximately $557 million in AUM. The deal closed Sept. 30, 2025; Gryphon’s seven employees transitioned to Savant, and the firm’s three principals joined as member-owners, expanding Savant’s Chicagoland presence and adding tax capabilities.

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.

Savant Wealth Management Acquires Sortino Advisory Partners

December 1, 2024

Wealth Management

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.

Savant Wealth Management Acquires Parkworth Wealth Management

July 31, 2025

Wealth Management

Savant Wealth Management, a Rockford, Illinois–based fee-only registered investment adviser, has acquired Parkworth Wealth Management, a boutique RIA headquartered in Los Gatos, California, that manages approximately $216 million in AUM. The deal closed July 31, 2025; Parkworth principals and staff joined Savant to expand the firm's California presence and deepen its specialization serving technology professionals.