$1.15 Billion Corrigan Financial, Inc. Joins Savant Wealth Management
— Savant Adds Rhode Island to Its Growing National Footprint —
ROCKFORD, IL — (May 1, 2025) – Savant Wealth Management, a fee-only registered investment adviser (RIA) majority-owned by its employees, announced the acquisition of Middletown, R.I.-based Corrigan Financial, Inc., a 25-person, fee-only RIA offering personal financial planning, investment management, tax planning and preparation, and estate planning services. Led by Daniel G. Corrigan, CPA/PFS, CFP®, who founded the firm in 1989, Corrigan Financial is one of the largest fee-only RIAs in Rhode Island, with $1.15 billion in assets under management (AUM). Savant did not disclose the terms of the deal, which closed on Apr. 30, 2025.
Savant’s acquisition of Corrigan Financial marks the firm’s first of 2025 and is, to date, among several deals with firms managing over $1 billion in assets with more than 20 team members. The firm’s new location in Rhode Island brings Savant’s national footprint to 44 offices in 19 states. Savant’s headquarters are in Rockford, IL.
Corrigan Financial provides comprehensive financial planning, investment advisory services, tax planning and preparation, and corporate pension plan services. The firm also prepares income tax returns for more than 1,000 families. Corrigan’s tax service offering will be incorporated into the Savant Tax & Consulting business line.
“The Corrigan team shares our values, particularly in the area of lifelong learning,” said Brent Brodeski, CPA, CFP®, CFA®, MBA, founder and CEO of Savant. “It’s important to note that the majority of Corrigan’s financial planners hold the CPA license, given the importance of integrating tax planning into clients’ financial plans and the current nationwide shortage of CPAs,” he said. In addition, Corrigan takes a like-minded approach to planning and investments that we believe will help Savant build density and improve more lives in the northeast,” Brodeski added.
“Savant’s tax focus was one of the major reasons we considered partnering with the firm, but we were also attracted to the firm’s long-term vision, which can help benefit both our clients and our team,” said Corrigan. “Savant is a recognized leader among top CPA financial planning firms, and our shared commitment to comprehensive wealth management, including tax planning and preparation, made Savant a logical choice for our team.”
In 2023 and 2024, Savant ranked #1 on Accounting Today’s list of Billion-Dollar Wealth Magnets, which lists the top 150 CPA financial planners by AUM.* The ranking comes as the accounting profession faces a significant talent shortage. According to the CPA Journal, the number of CPA candidates has dropped by more than 32% since 2016.
Employee members own approximately 65% of Savant. Corrigan and 15 shareholders of Corrigan Financial became member-owners upon joining Savant at close.
2024 Accounting Today Billion-Dollar Wealth Magnet: This annual ranking published in June 2024 includes the top CPA financial planners with a wealth management/financial planning practice based on assets under management. Savant did not pay a fee to be included in this ranking.
*2023 Accounting Today Billion-Dollar Wealth Magnet: This annual ranking published in June 2023 includes the top CPA financial planners that have a wealth management/financial planning practice based on assets under management. Savant did not pay a fee to be included in this ranking.
About Savant Wealth Management
Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for nearly 40 years with approximately $29.6 billion in assets under management and $1.2 billion in assets under advisement (as of 03/31/2025). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plans and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP.
Savant is a registered Investment advisor. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services. Please read our Important Disclosures at savantwealth.com.