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Savant Moves into Florida with $440M FirstWave Financial

On a mission to triple assets by 2028, Savant Wealth Management scooped up 11 firms and added offices in six new states last year.

Dover
Illinois
United-states
Florida
Satellite-beach
Chicago
South-carolina
Jamie-ostrander
Robert-devries
Julie-allen
Leslie-carlson
Laura-chiesman

Savant Wealth Management expands onto Florida with acquisition of $440M firm

Savant Wealth Management expands onto Florida with acquisition of $440M firm
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

Pennsylvania
United-states
Massachusetts
South-carolina
Delaware
Florida
Satellite-beach
Dover
Chicago
Illinois
Laura-chiesman
Brent-brodeski

Savant Wealth Buys Set of SC Firms in 2nd Combo Deal of 2023

Associated RIA and CPA firms add 7 new employees and an office in Clinton, South Carolina.

Delaware
United-states
Chicago
Illinois
South-carolina
Ashley-tate
Brent-brodeski
Jay-peay
Peay-associates
Basil-financial-group
Northern-illinois-based-savant-wealth-management
Swaimbrown-wealth-management

Unsure of next growth steps, Bridgeworth founder turned to Savant

Unsure of next growth steps, Bridgeworth founder turned to Savant
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

Alabama
United-states
Illinois
Chicago
Pennsylvania
Brent-brodeski
Delynn-zell
Michael-kitces
David-devoe
First-financial-group-of-the
Xy-planning-network
Cynosure-group

Savant Wealth Management to Buy $2.2B Bridgeworth Wealth Management

With 8th deal of year, Savant will have added more than $8 billion in 2023 as the firm seeks to more than triple assets over the next four years.

Chicago
Illinois
United-states
Dover
Alabama
Brent-brodeski
Patrick-lawlor
Delyn-zell
Rf-book-associates
Basil-financial-group
Wealth-management-group-in-dover
Savant-wealth-management

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