Savant Wealth Management acquires Exencial Wealth Advisors with $6B in assets
Oklahoma City, OK
Summary
Savant Wealth Management acquired Exencial Wealth Advisors, an Oklahoma City RIA led by John Burns with nearly $6 billion in client assets, 116 employees and offices in Texas, California, Connecticut and North Carolina, Savant's largest deal; it closed March 31.
Sources
1  Citywire | Exclusive: $6bn Exencial agrees to sell to Savant · March 30, 2026 |
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