Question 1

How many companies has Savant Wealth Management acquired?

Accepted Answer

Savant Wealth Management has made 17 acquisitions between 2021-2026, with a total disclosed deal value of $3.3B.

Question 2

How many acquisitions does Savant Wealth Management make in a year?

Accepted Answer

Over the last 5 years, Savant Wealth Management has made about 3.2 acquisitions per year.

Question 3

What companies are owned by Savant Wealth Management?

Accepted Answer

Companies acquired by Savant Wealth Management include Richard Brothers Financial Advisors, North Ridge Wealth Advisors, Desmond Wealth Management, Heller Wealth Management, Exencial Wealth Advisors, Grand Capital Advisors, Heritage Financial Services, PrairieView Partners, and 9 more.

Question 4

What are Savant Wealth Management's major acquisitions?

Accepted Answer

Savant Wealth Management's largest acquisitions include Capital Directions ($3.3B, 2023).

Question 5

What is Savant Wealth Management's largest acquisition?

Accepted Answer

Savant Wealth Management's largest disclosed acquisition is Capital Directions for $3.3B (2023).

Question 6

What was Savant Wealth Management's first acquisition?

Accepted Answer

Savant Wealth Management's first recorded acquisition was Treybourne Wealth Planners in 2021.

Question 7

What was Savant Wealth Management's most recent acquisition?

Accepted Answer

Savant Wealth Management's most recent acquisition is Richard Brothers Financial Advisors, announced June 2026.

Question 8

What is the average deal size for Savant Wealth Management acquisitions?

Accepted Answer

The average disclosed deal size for Savant Wealth Management acquisitions is $3.3B.

Question 9

What is the median deal size for Savant Wealth Management acquisitions?

Accepted Answer

The median disclosed deal size for Savant Wealth Management acquisitions is $3.3B. The median is often lower than the average because a few very large deals pull the average up.

Question 10

How much has Savant Wealth Management spent on acquisitions?

Accepted Answer

Savant Wealth Management has spent at least $3.3B across its disclosed acquisitions (of 17 total deals; some prices are undisclosed).

Question 11

Which sector has Savant Wealth Management spent the most on?

Accepted Answer

Savant Wealth Management has committed the most disclosed capital to Consulting companies — about $3.3B across its deals in that sector.

Question 12

What sectors does Savant Wealth Management usually acquire in?

Accepted Answer

Savant Wealth Management most frequently acquires companies in Financial Services, Wealth Management, Advice.

Question 13

In which sector has Savant Wealth Management made the most acquisitions?

Accepted Answer

Savant Wealth Management has made the most acquisitions in the Financial Services sector.

Question 14

In which year did Savant Wealth Management make the most acquisitions?

Accepted Answer

Savant Wealth Management made the most acquisitions in 2026, with 7 deals.

Datasets

Top Companies

Top Industries

Years (1990-2026)

Savant Wealth Management

Company Details

Funding & Financials

Web Traffic

Investor Activity

Company Info

Investments by Savant Wealth Management

Acquisitions by Savant Wealth Management

Key People at Savant Wealth Management

Explore 200,000+ acquisitions — free

Recent News related to Savant Wealth Management

FAQs about Savant Wealth Management

People who checked this page also checked these