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Savant adds $3 3B RIA Capital Directions | Financial Planning
Despite some signals that deal volume is slowing down in 2023, acquirers say the expanding breadth of client needs is driving more consolidation.
United states
Terry hartigan
Miriam falaki
Dennis covington
Brian parker
Brent brodeski
Michael bork
John mcmillen
Richard odonnell
Wealth partners capital group
Savant wealth management
Capital directions
Illinois based savant wealth
Focus financial partners
Resolute financial
Wealth partners capital
RIA Roundup: Savant Acquires $3 3B Capital Directions
Savant announces largest acquisition in its history, Snowden Adds 13th office, DayMark, Focus, Mariner, EP and Exencial all add AUM.
New york
United states
Pepper pike
New hampshire
East sussex
United kingdom
City of
University of texas
West hartford
Jaymie wendt
Michael mills
Raymond james
Stephanie gordon
Dennis covington
Chel larkin
Stephen bartholow
Savant Wealth Management Acquires $3 3 Billion Capital Directions
/PRNewswire/ Savant Wealth Management, a nationally recognized, fee-only registered investment adviser (RIA), announced it has acquired Atlanta-based.
Catherine povalitis
Terry hartigan
Miriam falaki
Dennis covington
Brent brodeski
Michael bork
John mcmillen
Richard odonnell
Chartwell agency
Capital direction retirement plan services
Expands footprint
Wealth management
Atlanta based capital directions
Capital directions
Capital direction
Managing director terry hartigan
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