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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. ....

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

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

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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. ....

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9,866 Shares in iShares S&P 500 Growth ETF (NYSEARCA:IVW) Bought by Sendero Wealth Management LLC

Sendero Wealth Management LLC purchased a new stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) during the second quarter, Holdings Channel reports. The firm purchased 9,866 shares of the company’s stock, valued at approximately $695,000. Several other hedge funds have also recently added to or reduced their stakes in IVW. […] ....

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