Savant Wealth Management, a Rockford, Illinois-based registered investment adviser managing $11 billion, will acquire Treybourne Wealth Planners, a Greenwood, Indiana-based RIA managing $321 million.
Terms of the acquisition, which is expected to close at the end of August, were not disclosed.
Treybourne principals Martin Armbruster and Stephanie Willison will join Savant’s group of member owners.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
The high court's decision rebuffing Alpine Securities marks a setback for a broader challenge to Wall Street's reliance on self-regulatory organizations.
Arax acquires a boutique firm's $4 billion RIA business in Michigan as Steward Partners continues its Southwestern expansion.
Wealth management is a key focus for a new service tier.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
