Savant Wealth Management Partners with North Ridge Wealth Advisors
The Partnership Adds Oregon to Savant’s National Footprint
Key Facts at a Glance
- Partner firm: North Ridge Wealth Advisors
- Assets Under Management (AUM): Approximately $223 million
- Headquarters: Beaverton, Oregon
- Founded: February 2011
- Years in business: 15
- Leadership: Brian Lawrence, CFA®, and Adam Cornwell, CFA®, CFP®
- Employees: 4
ROCKFORD, Ill. (May 5, 2026) – Savant Wealth Management, a fee-only registered investment adviser (RIA), announced it has partnered with North Ridge Wealth Advisors, a Beaverton, Oregon‑based wealth management firm serving busy professionals with complex financial planning needs. FP Transitions advised North Ridge on the deal. Savant did not disclose financial terms.
Founded by Brian Lawrence in February 2011, North Ridge Wealth Advisors has grown primarily through word‑of‑mouth referrals from clients and professional partners. Through this partnership, Savant will integrate North Ridge Wealth Advisors into its platform while preserving the team, client relationships, and planning approach clients know today.
“Joining Savant allows us to spend less time managing the business and more time focused on our clients,” said Adam Cornwell, CFP®, CFA®, wealth advisor and partner at North Ridge Wealth Advisors. “We were drawn to Savant’s values, which we share, as well as the collaborative culture and depth of knowledge, which help expand our ability to help clients build and live meaningful lives.”
“North Ridge Wealth Advisors reflects the kind of firm we seek out as a partner: deeply committed to their clients with a planning-forward mindset,” said Brent Brodeski, CFP®, CPA, CFA®, MBA, founder and CEO of Savant Wealth Management. “Brian and Adam have built solid client relationships and we’re excited to support their continued growth.”
Brian Lawrence and Adam Cornwell have joined Savant as member‑owners, and the firm’s two other team members have joined as employees. Under the acquisition agreement, North Ridge clients will continue to work with their advisors while gaining access to Savant’s broader planning resources and subject‑matter expertise.
In addition to North Ridge, Savant also announced a partnership with Walnut Creek, Calif.-based Desmond Wealth Management, which also closed Apr. 30. Following both transactions, Savant now operates 68 offices in 27 states.
Frequently Asked Questions About the Savant and North Ridge Wealth Advisors Partnership
What stays the same for North Ridge clients following the partnership?
Clients will continue working with the same advisory team, investment philosophy, and holistic planning approach they know and trust.
How does this partnership benefit North Ridge Wealth Advisors clients?
Clients will have access to a broader range of services and expertise, allowing advisors to spend more time focused on planning and helping clients work toward their ideal future.
Who joined Savant as member owners from North Ridge Wealth Advisors?
Brian Lawrence and Adam Cornwell joined Savant as member‑owners as part of the partnership.
About Savant Wealth Management
Celebrating its 40th year, Savant Wealth Management is an independent, nationally recognized, fee-only firm serving clients with approximately $50 billion in assets under management and $2 billion in assets under advisement as of Apr. 22, 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.