Savant Wealth Management Partners with Exencial Wealth Advisors
— Partnership Represents Savant’s Largest-Ever Deal and Expands Its National Footprint —
Key Facts at a Glance
- Partner firm: Exencial Wealth Advisors
- Headquarters: Oklahoma City, OK
- Assets under management: $6 billion
- Number of employees: Approximately 115
- Offices: 15 across multiple states
- Founded: 2003
- Transaction closed: March 31, 2026
ROCKFORD, Ill. (Mar. 31, 2026) – Savant Wealth Management, a fee-only registered investment adviser (RIA), announced it 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, including Texas, Oklahoma, Connecticut, North Carolina, and Ohio. Following the close of the transaction today, Savant now operates 66 offices in 26 states. Advisor Growth Strategies, LLC, assisted in facilitating the deal. Savant did not disclose financial terms.
Founded in 2003 and led by John Burns, CFP®, Exencial Wealth Advisors has grown into a multi-disciplinary firm providing integrated investment management, financial planning, tax planning and preparation, estate planning, and business consulting services. The firm serves clients nationwide through a collaborative, team-based model built to address increasingly complex financial needs.
“Exencial has always focused on delivering integrated advice that helps clients make thoughtful, informed decisions across every aspect of their financial lives,” said Burns. “Partnering with Savant allows us to preserve that approach while giving our clients and our team access to deeper resources and long-term stability as we continue to grow.”
“Exencial’s leadership team has built a firm with deep expertise, strong culture, and a clear commitment to comprehensive planning,” said Brent Brodeski, CFP®, CPA, CFA®, MBA, founder and CEO of Savant Wealth Management. “This partnership brings together two firms that share a long-term vision for serving clients holistically while supporting advisors with the scale, resources, and ownership opportunities needed to sustain that mission.”
As part of the partnership, the entire Exencial team has joined Savant and continues to serve clients from their existing offices. Select leaders, including Burns, have joined Savant as member-owners, reinforcing the firm’s majority employee-owned structure.
The partnership with Exencial surpasses Savant’s previously announced $3.9 billion partnership with Heritage Financial, which closed on Feb. 27, 2026. Based in Westwood, MA, Heritage added three offices to Savant’s presence in the state.
Frequently Asked Questions About the Savant and Exencial Wealth Advisors Partnership
How does this partnership expand Savant’s national footprint?
Exencial adds offices across several states that were new to Savant, including Texas, Oklahoma, Connecticut, North Carolina, and Ohio, bringing Savant’s total footprint to 66 offices in 26 states.
What does this partnership mean for Exencial clients?
Clients continue working with the same advisors and teams they know today, while gaining access to a broader range of financial planning, tax, estate, and business advisory resources.
Why was Savant the right long-term partner for Exencial?
Both firms share a planning-first philosophy, a fiduciary mindset, and a collaborative culture focused on long-term client relationships rather than short-term transactions.
What changes, if any, should clients expect in how Exencial works with Savant?
The day-to-day client experience remains consistent, with continuity in advisory relationships and service teams, supported by Savant’s expanded infrastructure and specialist resources.
What does this partnership mean for Exencial employees?
The partnership creates opportunities for professional growth, collaboration across a national platform, and potential employee ownership within Savant’s majority employee-owned structure.
About Savant Wealth Management
Celebrating its 40th year, Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients with approximately $50 billion in assets under management and $1.9 billion in assets under advisement as of Mar. 31, 2026. As a fiduciary advisor, Savant provides investment management, comprehensive financial planning, retirement plan services, and family office solutions to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll, and consulting services through its affiliate, Savant Tax & Consulting, and estate planning document preparation and related legal services through its affiliated law firm, Savant Legal LLP.
Savant is a registered investment adviser. 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 or 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.