Tracked deals
17
17 tracked deals across 2022-2026.
Operating Company
Financial Services
Savant Wealth Management
Rockford, Illinois, United States
Fee-only registered investment adviser offering wealth management, investment advisory, financial planning, tax management, estate planning, private trust and family wealth transfer, accounting services, and retirement plans. Mission-oriented to help clients achieve their ideal future.
- Focus Areas
- Wealth management, Registered investment adviser (RIA), Financial planning
- Website
- savantwealth.com
Recent pace
5
5 tracked deals announced in the last 12 months.
Deal mix
Buyout
15 buyout · 1 addon · 1 growth capital
Savant Wealth Management Acquisition Volume by Year
Last 5 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
Showing the 12 most recent of 17 tracked deals for Savant Wealth Management.
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August 31, 2026
- Buyer
- Savant Wealth Management
- Target
- Socha Financial Group, LLC
- Industry
- Wealth Management
- Location
- New York, United States
- Type
- Buyout
Savant Wealth Management has partnered with Corning, New York-based registered investment adviser Socha Financial Group, a planning-focused firm managing about $542 million in assets under management. The partnership closed on August 31, 2026, with the Socha team joining Savant—most as employees, and key leaders as member-owners.
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- Buyer
- Savant Wealth Management
- Target
- Richard Brothers Financial Advisors
- Industry
- Financial Services
- Location
- Maine, United States
- Type
- Buyout
Savant Wealth Management entered a partnership with Richard Brothers Financial Advisors, which closed on June 30, 2026. Financial terms were not disclosed, and the Richard Brothers team joined Savant as member-owners and employees while continuing to serve clients from the South Portland, Maine office.
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- Buyer
- Savant Wealth Management
- Target
- Heller Wealth Management
- Seller
- Larry Heller, Greg Moss, Belinda Tsui, Ian Heller
- Industry
- Wealth Management
- Location
- New York, United States
- Type
- Buyout
Savant Wealth Management announced a partnership with Heller Wealth Management, bringing approximately $550 million in assets under management into Savant. The transaction closed on March 31, 2026 and adds a second New York office, strengthening Savant’s presence on Long Island.
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February 28, 2026
- Buyer
- Savant Wealth Management
- Target
- Grand Capital Advisors
- Industry
- Wealth Management
- Location
- Michigan, United States
- Type
- Growth capital
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.
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February 27, 2026
- Buyer
- Savant Wealth Management
- Target
- Heritage Financial
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
Savant Wealth Management partnered with Heritage Financial, a Massachusetts-based wealth management firm with $3.9 billion in AUM. The majority employee-owned firms’ teams joined Savant, including 15 Heritage employees who became member-owners, and the partnership closed on February 27, 2026.
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September 30, 2025
- Buyer
- Savant Wealth Management
- Target
- Gryphon Advisors
- Industry
- Financial Services
- Location
- Illinois, United States
- Type
- Buyout
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.
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August 31, 2025
- Buyer
- Savant Wealth Management
- Target
- PrairieView Partners
- Industry
- Wealth Management
- Location
- Minnesota, United States
- Type
- Buyout
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.
-
- Buyer
- Savant Wealth Management
- Target
- Parkworth Wealth Management
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
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.
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April 30, 2025
- Buyer
- Savant Wealth Management
- Target
- Corrigan Financial, Inc.
- Seller
- Daniel G. Corrigan and 15 shareholders of Corrigan Financial
- Industry
- Financial Services
- Location
- Rhode Island, United States
- Type
- Buyout
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.
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December 16, 2024
- Buyer
- Savant Wealth Management
- Target
- Source Financial Advisors
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Buyout
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.
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December 1, 2024
- Buyer
- Savant Wealth Management
- Target
- Sortino Advisory Partners
- Seller
- Sortino Advisory Partners
- Industry
- Wealth Management
- Location
- Kentucky, United States
- Type
- Buyout
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.
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September 30, 2024
- Buyer
- Savant Wealth Management
- Target
- Kemp Financial Management, BDK Financial Services
- Seller
- Robert Kemp (Kemp Financial Management), Donald G. Wylin (BDK Financial Services)
- Industry
- Wealth Management
- Location
- United States
- Type
- Addon
Savant Wealth Management acquired two fee-only RIAs: Kemp Financial Management of Fullerton, California (approximately $255.2M AUM) and BDK Financial Services of Brighton, Michigan (approximately $52.4M AUM). Both deals closed Sept. 30; the former's founder Robert Kemp and BDK owner Donald G. Wylin joined Savant as member-owners as Savant continues inorganic growth and expands its geographic footprint.
Related Acquisition Pages
Wealth Management Buyers & Acquisitions
9 tracked deals by Savant Wealth Management.
Financial Services Buyers & Acquisitions
8 tracked deals by Savant Wealth Management.
Acquisitions in New York
3 tracked deals by Savant Wealth Management.
Acquisitions in California
1 tracked deal by Savant Wealth Management.
Acquisitions in Florida
1 tracked deal by Savant Wealth Management.
Acquisitions in Georgia
1 tracked deal by Savant Wealth Management.
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