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.
Global revenues hit record high in 2025 with sector growing at four times the rate of traditional financial institutions.
He swore the bots were real, the FDIC had it covered - the SEC says neither was true
One firm controls 30% of options volume – and just lost this one
IRI, SIFMA, and MFA are requesting targeted clarifications on how annuities and alternative assets fit under the Labor Department's proposed fiduciary safe harbor.
Kristen Kimmell is leaving the company.
As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.
