Savant Wealth Management Acquires CPA-Led PrairieView Partners
Minnesota Firm Expands Savant’s Footprint to 20 States
ROCKFORD, Ill. (Sept. 3, 2025) — Savant Wealth Management, a fee-only registered investment adviser (RIA), has acquired PrairieView Partners, LLC, a fee-only RIA based in St. Paul, Minn., with over $1.2 billion in assets under management. Founded in 2008, PrairieView Partners offers comprehensive and integrated wealth planning services to individuals, trusts, retirement plans, estates, charitable organizations, and small businesses. Savant did not disclose terms of the deal, which closed Aug. 31, 2025. M&A advisory firm Alaris Acquisitions facilitated the transaction between PrairieView Partners and Savant.
PrairieView’s partner team will join Savant as member-owners, including Matt Weier, CFA®, CFP®; Paula Price, CPA, CFP®; Kristy Schaffer, CPA/PFS, CFP®; Jonathan Jaranson, CFP®; and Bo Aylin, who also served as PrairieView’s chief compliance officer. Luke Murray, CFP®, CPWA®, a senior wealth manager, will also become a member-owner in Savant. Of PrairieView’s 19 employees, 15 will join Savant’s wealth management business, while four will join Savant Tax & Consulting.
Weier said he and his partners decided to explore merging PrairieView with a larger RIA after recognizing the desire for more operational and growth resources for their team and to add services, particularly in wealth transfer, for their clients. “We were attracted to Savant because we share Midwestern roots, have a similar, evidence-based investment philosophy, and have a mutual commitment to comprehensive wealth management that includes a strategic tax focus,” Weier said. “But even more important to us is Savant’s ownership structure. We are excited to join a majority employee-owned firm where we, our team, and clients can benefit from a long-term vision.”
“PrairieView is a CPA-led firm that will enhance both our advisory and tax teams, and help us improve our client experience long-term,” said Brent Brodeski, CPA, CFP®, CFA®, founder and CEO of Savant. “As the accounting profession contracts nationally, we remain committed to expanding our capabilities in this critical area. Being ranked by Accounting Today as the nation’s No. 1 CPA financial planning firm for the third year in a row underscores our focus on growth and leadership in this specialty.”
PrairieView Partners is Savant’s first acquisition in Minnesota, and its fourth acquisition of 2025. In April, $1.15 billion Rhode Island-based Corrigan Financial joined Savant. In June, the firm announced the addition of Brent Kalka, CFP®, AIF®, CPFA®, a tuck-in that added approximately $111 million in AUM. In August, Savant added Silicon Valley-based Parkworth Wealth Management, a $216 million boutique RIA specializing in advice to tech industry executives and their families.
2025 Accounting Today Billion-Dollar Wealth Magnet: This annual ranking published in June 2025 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, but did pay for the use of the logo and ranking in marketing materials.
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, but did pay for the use of the logo and ranking in marketing materials.
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, but did pay for the use of the logo and ranking in marketing materials.
About Savant Wealth Management
Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for nearly 40 years with approximately $32.9 billion in assets under management and $1.3 billion in assets under advisement (as of 6/30/2025). 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 on our website.