Savant Wealth Management, a fee-only registered investment adviser (RIA), has announced new partnerships with Exencial Wealth Advisors and Heller Wealth Management, further accelerating the firm’s national growth strategy and expanding its presence in key markets. Advisor Growth Strategies, assisted in facilitating both deals. Savant did not disclose financial details.
The partnership with Exencial Wealth Advisors represents Savant’s largest deal to date, surpassing the firm’s recently announced partnership with Heritage in March. Exencial, an Oklahoma-based RIA with $6 billion in assets under management and a multi-state footprint, significantly expands Savant’s scale and geographic reach.
Savant also partnered with Heller Wealth Management, a Melville, N.Y.-based RIA with approximately $550 million in assets under management. The partnership strengthens Savant’s presence in the New York metro area and aligns two firms with shared fiduciary values and a com
