Category: Press Room
Savant Wealth Management Partners with Exencial Wealth Advisors
Savant Wealth Management has partnered with Exencial Wealth Advisors, a national RIA with $6 billion in assets under management and headquarters in Oklahoma City, OK. The partnership marks Savant’s largest deal to date and expands the firm into several new states.
New York-Based Heller Wealth Management Joins Savant
Savant Wealth Management, a fee-only registered investment adviser (RIA), announced it has partnered with Heller Wealth Management, a Melville, New York-based registered investment adviser with approximately $550 million in assets under management.
Savant promotes CIO to chief investment and advice officer role
Citywire reports that Savant Wealth Management promoted CIO Zach Ivey to chief investment and advice officer role at Savant.
Media Mention – Michelle Smith in InvestmentNews
Michelle Smith of Savant Wealth Management featured in InvestmentNews for insights on helping high-net-worth women navigate divorce finances and planning.
Media Mention – Charles Bean Barron’s Best Advisors in MA
Charles Bean of Savant Wealth Management recognized by Barron’s as a 2026 top Massachusetts financial advisor for leadership.
1,000 bionic agents: Why Savant is spending $50m to build an operations and AI platform
Citywire features Savant CEO Brent Brodeski on WiseOS, our long-term investment in an internal AI-powered platform.
Savant Wealth Management Names C. Zach Ivey Chief Investment and Advice Officer
– Savant Wealth Management, a fee-only registered investment adviser (RIA), announced today that Zach Ivey has been promoted to chief investment and advice officer, a newly created executive role designed to strengthen how the firm delivers integrated, client-centered wealth advice across the organization.
Danielle Moore Appears on Chicago Tonight to Discuss Middle East Conflict and Markets
Savant financial advisor Danielle Moore appeared on Chicago Tonight on WTTW, discussing Middle East conflict and potential market impacts.
Why RIA Savant Is Betting Millions on Its Own AI Build-Out
Financial Advisor IQ highlights Savant Wealth Management’s investment in building in-house AI to support its financial advisors.
Savant buys $3.9 Billion Boston-area RIA in largest-ever deal
Citywire RIA reported on Savant’s largest partnership to date, acquiring $3.9B Heritage Financial and expanding its New England presence.
Savant strengthens New England presence with $3.9 Billion Heritage Financial
InvestmentNews reported on Savant’s partnership with Heritage Financial, marking the firm’s largest deal to date and expanding its New England footprint.
Grand Capital Advisors Joins Savant Wealth Management
Michigan-based Grand Capital Advisors partners with Savant Wealth Management, adding a Grand Blanc office and expanding Savant’s Midwest footprint.