RIA · Independent channel
Savant Wealth Management
Includes the history of Cedarstone Advisors (acquired October 2026) · Socha Financial Group (acquired August 2026) · Meridian Wealth (acquired May 2026) · North Ridge (acquired May 2026) · Desmond Wealth (acquired May 2026) · Heller Wealth Management (acquired March 2026) · Exencial (acquired March 2026) · Heritage Financial (acquired March 2026) · APC Financial Planning (acquired December 2025)
Savant Wealth Management has a documented practice acquisition or merger route for established advisory firms.
- Website
- savantwealth.com
- Regulator record
- SAVANT WEALTH MANAGEMENT (SEC)
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Arrivals came from
Origin firms, by number of teams
Arrivals 9
Teams joining Savant Wealth Management in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Oct 2 | Acquisition | Cedarstone AdvisorsThousand Oaks, CA | Cedarstone AdvisorsRIAacquired by Savant Wealth Management, Oct 2026 | $213M | InvestmentNews |
| Aug 31 | Acquisition | Socha Financial GroupCorning, NY | Socha Financial GroupRIAacquired by Savant Wealth Management, Aug 2026 | $542M | Press Release |
| Jun 3 | Acquisition | Meridian Wealth AdvisorsAlbuquerque, NM | Meridian WealthRIAacquired by Savant Wealth Management, May 2026 | $168M | InvestmentNews |
| May 6 | Acquisition | Desmond Wealth ManagementWalnut Creek, CA | Desmond WealthRIAacquired by Savant Wealth Management, May 2026 | $148M | Family Wealth Report |
| May 6 | Acquisition | North Ridge Wealth AdvisorsBeaverton, OR | North RidgeRIAacquired by Savant Wealth Management, May 2026 | $223M | Family Wealth Report |
| Mar 31 | Acquisition | Heller Wealth ManagementMelville, NY | Heller Wealth ManagementRIAacquired by Savant Wealth Management, Mar 2026 | $550M | Press Release |
| Mar 30 | Acquisition | Exencial Wealth AdvisorsOklahoma City, OK | ExencialRIAacquired by Savant Wealth Management, Mar 2026 | $6.0B | Citywire |
| Mar 3 | Acquisition | Heritage FinancialWestwood, MA Woburn, MA Rockland, MA |
Heritage FinancialRIAacquired by Savant Wealth Management, Mar 2026 | $3.9B | Wealth Management |
| Jan 6 | Acquisition | APC Financial PlanningKnoxville, TN | APC Financial PlanningRIAacquired by Savant Wealth Management, Dec 2025 | $498M | Press Release |
Departures 0
Teams leaving Savant Wealth Management in 2026.
No recorded departures in 2026.
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.