Savant Wealth Management

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March 5, 2026
by: Savant
Savant - Wise Counsel

Savant buys $3.9 Billion Boston-area RIA in largest-ever deal

Citywire RIA reported on Savant Wealth Management’s largest partnership to date with the acquisition of Massachusetts-based Heritage Financial, a Boston-area RIA managing approximately $3.9 billion in assets. The transaction expands Savant’s New England footprint and adds offices in Westwood, Woburn, and Rockland, further strengthening the firm’s presence in the region. 

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About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan 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.

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Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.

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