Savant Wealth Management has acquired Baril Advisors LLC, a financial planning and investment advisory services firm based in Buffalo Grove, IL. With approximately $99 million in assets under management and two employees.
Savant Wealth Management has acquired SFG Investment Advisors, a boutique RIA firm specializing in working with senior-level executives at publicly traded companies. Based in Doylestown, PA, SFG Wealth Planning has six employees and approximately $286 million in assets under management (as of 10/24/22).
CEO Brent Brodeski was quoted in an article in Family Wealth Report about the rate of RIA mergers and acquisitions in a rising rate environment. Savant's most recent acquisition of World Trend Financial and Terry, Lockridge & Dunn was also mentioned.