RIA · Independent channel
Exencial
Exencial Wealth Advisors
Acquired by Savant Wealth Management · March 2026
Oklahoma City RIA with about $6 billion, acquired by Savant Wealth Management in 2026.
- Website
- savantwealth.com
Acquired by Savant Wealth Management in 2026; the firm's site is now its buyer's.
- Regulator record
- BURNS ADVISORY GROUP (SEC)
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
1
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
$6.0B
Reported practice assets · 1 of 1 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
No recorded arrivals in 2026.
Departures went to
Destination firms, by number of teams
Arrivals 0
Teams joining Exencial in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 1
Teams leaving Exencial in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Mar 30 | Acquisition | Exencial Wealth AdvisorsOklahoma City, OK | Savant Wealth ManagementRIA | $6.0B | Citywire |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.