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Saturday, October 3, 2026The Morning Brief →Sign in
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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
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