Savant Wealth Management Acquires PrairieView Partners
August 31, 2025
Savant Wealth Management has acquired PrairieView Partners, a St. Paul, Minnesota-based registered investment adviser managing more than $1.2 billion in AUM. The deal, which closed August 31, 2025, brings PrairieView's leadership into Savant as member-owners and transitions 15 of PrairieView's 19 employees into Savant's wealth management division (four to Savant Tax & Consulting); financial terms were not disclosed.
- Buyers
- Savant Wealth Management
- Targets
- PrairieView Partners
- Industry
- Wealth Management
- Location
- Minnesota, United States
- Transaction Type
- Buyout
Explore More
Related Acquisitions
-
Savant Wealth Management Acquires Parkworth Wealth Management
July 31, 2025
Wealth Management
Savant Wealth Management, a Rockford, Illinois–based fee-only registered investment adviser, has acquired Parkworth Wealth Management, a boutique RIA headquartered in Los Gatos, California, that manages approximately $216 million in AUM. The deal closed July 31, 2025; Parkworth principals and staff joined Savant to expand the firm's California presence and deepen its specialization serving technology professionals.
-
Savant Wealth Management Acquires Gryphon Advisors
September 30, 2025
Financial Services
Savant Wealth Management, a fee-only RIA headquartered in Rockford, Illinois, acquired Evanston-based Gryphon Advisors, a fee-only RIA with approximately $557 million in AUM. The deal closed Sept. 30, 2025; Gryphon’s seven employees transitioned to Savant, and the firm’s three principals joined as member-owners, expanding Savant’s Chicagoland presence and adding tax capabilities.
-
Savant Wealth Management Partners With Heritage Financial
February 27, 2026
Financial Services
Savant Wealth Management partnered with Heritage Financial, a Massachusetts-based wealth management firm with $3.9 billion in AUM. The majority employee-owned firms’ teams joined Savant, including 15 Heritage employees who became member-owners, and the partnership closed on February 27, 2026.
-
Savant Wealth Management Partners With Grand Capital Advisors to Expand Michigan Presence
February 28, 2026
Wealth Management
Savant Wealth Management partnered with Grand Capital Advisors, a Grand Blanc, Michigan registered investment advisor with about $127 million in assets under management, expanding Savant’s footprint in the Midwest. The partnership closed on February 28, 2026, with terms not disclosed, and Duetsch and Schiestel becoming member-owners in Savant.
-
Savant Wealth Management Acquires Source Financial Advisors
December 16, 2024
Financial Services
Savant Wealth Management, a Rockford, Illinois-based fee-only RIA, has acquired New York boutique RIA Source Financial Advisors, which manages $536 million in assets. The deal closed on December 9, 2024 (terms undisclosed); Source founder Michelle Smith and several team members joined Savant as advisors and staff as part of the transition.
-
SageView Advisory Group Acquires Lakeview Wealth Management
December 1, 2022
Financial Services
SageView Advisory Group, a Newport Beach-based independent RIA backed by Aquiline Capital Partners, has agreed to acquire Lakeview Wealth Management of Deer Park, Illinois. The six-person, women-led Lakeview team will join SageView to expand the firm's presence in the Chicago-area and enhance its retirement and wealth management capabilities.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.