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Savant Wealth Management taps William Blair exec for new CFO
Jon W. Zindel has more than 30 years of industry experience.
Savant Wealth Management expands into Florida with acquisition of $440M firm
Fee-only RIA completed its 11th deal of 2023 at the end of December.
Savant acquires $2.2B firm to add Alabama to its growing footprint
The acquisition is the firm’s second largest of 2023 and one of three above $1.5B.
Savant Wealth closes in on $20 billion with fourth acquisition of the year
The deal for Domani Wealth adds $1.5 billion and expands Savant's footprint with Domani's four offices in central Pennsylvania.
Savant acquires Pennsylvania-based RIA
SFG Wealth Planning in Doylestown has $286 million in AUM and six employees.
Savant Wealth Management acquires two Iowa-based financial firms
The deals push Savant's assets to $12.4 billion while moving it forward on its five-year growth plan.
Savant Wealth acquires $262 million Virgina-based RIA
Alliant Wealth Advisors' qualified plans division will become a part of Savant’s retirement plan services division.
