Savant Wealth Secures Largest Acquisition to Date With $3.9B RIA
Thursday, March 5, 2026 · first reported by Wealth Management
Savant Wealth acquired Heritage Financial, a $3.9 billion independent RIA, in the firm's largest acquisition to date. This wealth manager M&A has moderate relevance to fund operations professionals monitoring consolidation trends.
- Firm
- Savant Wealth
- Also named
- Heritage Financial
- Deal value
- $3.9B
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Coverage
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