Savant Wealth Management is a prominent independent firm that has been providing wealth management services for over 30 years. The company focuses on serving financially established individuals, trust funds, retirement plans, and non-profit organizations, managing more than $11 billion in assets under management and advisement as of mid-2021. Savant offers a range of services including investment management, financial planning, retirement planning, and family office services. Additionally, through its affiliate, Savant Tax & Consulting, the firm provides corporate accounting, tax preparation, payroll, and consulting services. By combining comprehensive wealth management with a commitment to minimizing fiduciary risk and administrative burdens, Savant positions itself as a trusted advisor for its clients.
Source Financial Advisors is an independent wealth management firm specializing in comprehensive financial planning and investment strategies. They focus on understanding each client's unique goals and resources, providing tailored solutions that encompass wealth management, investment planning, tax planning, insurance coordination, and post-divorce financial education. Their approach is particularly suited to high-net-worth individuals and divorced women seeking to take control of their financial future.
Sortino Advisory Partners
Acquisition in 2024
Sortino Advisory Partners is a financial institution specializing in wealth management and investment strategies. They provide customized investment plans, risk management solutions, and comprehensive financial planning services to help individuals and institutions achieve their long-term financial goals.
Lumiant
Seed Round in 2023
Lumiant is a cloud-based advice and client engagement platform focused on enhancing the client-adviser relationship. The platform enables clients to connect their lives, values, and financial objectives, making the intangible value of financial advice more tangible. It features an administration interface with a dashboard that allows advisers to manage client accounts, facilitate presentations, and engage in collaborative activities. Additionally, it provides insights into clients' portfolios and asset allocations from key investment platforms. By aligning financial strategies with clients' meaningful values and goals, Lumiant aims to foster long-term relationships between advisers and their clients.
Capital Directions
Acquisition in 2023
Capital Directions is a wealth management firm that offers specialized services to employers, foundations, and endowments associated with non-profit organizations. The company focuses on asset management for a diverse clientele, including individuals, families, pensions, and corporations. Capital Directions provides comprehensive portfolio management and back-office administration, along with practice management resources and training. Additionally, the firm assists clients with professional prospecting to enhance their investment strategies. Through these services, Capital Directions aims to deliver effective investment solutions tailored to the unique needs of its clients.
SFG Wealth Planning Services
Acquisition in 2022
SFG Wealth Planning Services, established in 1993 and based in Doylestown, Pennsylvania, is a multi-family office that specializes in asset management, executive planning, and comprehensive financial planning services. The firm provided a range of family office services, including insurance risk management, tax planning, and estate management, all managed by an experienced executive team. In October 2022, SFG Wealth Planning Services was acquired by Savant Wealth Management, marking a new chapter in its commitment to delivering personalized financial solutions to clients.
Terry, Lockridge and Dunn
Acquisition in 2022
Terry Lockridge & Dunn provides tax, accounting and consulting services.
World Trend Financial
Acquisition in 2022
World Trend Financial is an investment advisory firm located in Cedar Rapids, Iowa. The company specializes in providing a range of financial services, including individual retirement planning, estate planning, education planning, and insurance analysis. Additionally, it offers family office services and portfolio analysis to assist both individuals and businesses in managing their financial affairs effectively. By focusing on tailored financial strategies, World Trend Financial aims to help clients navigate the complexities of investment management and achieve their financial goals.
Alliant Wealth Advisors
Acquisition in 2022
Alliant Wealth Advisors is a fee-only financial advisory firm located in Virginia, with offices in Reston and Manassas. The firm specializes in wealth management, financial planning, investment management, and retirement planning services. Alliant Wealth Advisors is committed to delivering tailored solutions that address the unique financial needs of its clients, supporting both short-term goals and long-term objectives.
Lumiant
Seed Round in 2022
Lumiant is a cloud-based advice and client engagement platform focused on enhancing the client-adviser relationship. The platform enables clients to connect their lives, values, and financial objectives, making the intangible value of financial advice more tangible. It features an administration interface with a dashboard that allows advisers to manage client accounts, facilitate presentations, and engage in collaborative activities. Additionally, it provides insights into clients' portfolios and asset allocations from key investment platforms. By aligning financial strategies with clients' meaningful values and goals, Lumiant aims to foster long-term relationships between advisers and their clients.
Treybourne Wealth Planners
Acquisition in 2021
Treybourne Wealth Planners, based in Indiana, operates as a registered investment advisory firm that provides a range of financial services tailored to individuals, families, and business owners. The firm specializes in customized wealth management, investment management, and comprehensive retirement and tax planning services. By offering these services, Treybourne helps clients effectively address their financial planning and investment management needs, ensuring they are well-equipped to achieve their financial goals. As a subsidiary of Savant Capital, LLC, Treybourne extends its expertise across Indiana and several other states, reinforcing its commitment to delivering personalized financial solutions.
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