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ria

Savant Wealth Management

ROCKFORD, IL

CRD: 107271

In PWD coverage since August 19, 2026 · 13 stories

$55.6BRegulatory AUMSEC Form ADV · Sep 26

659EmployeesForm ADV

4Deals on our tracker

+1Talent net · 12 months1 in · 0 out

Regulatory AUM · Aug 22 – Sep 26

Observed recruiting events · 12 monthsOn the wire →

Net +1 · 1 incoming events · 0 outgoing events

Arrivals

BSW Wealth Partners

Sep 1 · from BSW Wealth Partners

Departures

None tracked.

Deal recordFull tracker →

Sep 1, 26Deal announcedSocha Financial Group · $542M — coverage

Aug 30, 26Deal closedSocha Financial Group · $542M — coverage

Aug 30, 26Deal closedSocha Financial Group · $542M — coverage

Aug 30, 26Deal closedSummit CPA Group · Professional Business Management — coverage

PWD coverage

Features

Acquirers now buy staff, not just client assets

The scarce resource in RIA roll-ups has shifted from AUM to the people who keep clients after closing.

The Close · Sep 18Mercer cut its borrowing cost 175 basis points. Now match it.

The Close · Sep 18Apella's two deals show the RIA buyer's real target: staff, not clients

Moves · Sep 4NewEdge's $12 billion day resets the talent war

The Close · Sep 2RIA roll-ups are now buying retention, not just assets

Deals & PE · Sep 2The private-markets gateway is now the M&A target

M&A · Sep 2Owner seats are the currency in Savant’s ninth deal

M&A · Sep 1Savant's Socha buy is a template for founder-led sellers

exit · Sep 1Savant's Socha deal maps a hybrid exit

M&A · Aug 26RIA M&A assets nearly double on fewer, bigger deals

exit · Aug 26Scale commands record prices as RIA deal count falls

practice · Aug 21AI is the capacity answer to the advisor shortage

exit · Aug 19Carlyle's $2.8 billion MAI bet re-prices the RIA exit