Active M&A Momentum Savant Wealth Management has a strong pace of acquisitions, including Desmond Wealth for $148M and multiple partner expansions in 2026, signaling ongoing inorganic growth and integration opportunities with acquired firms that may require onboarding, transition consulting, and cross-sell of services.

Growing AUM Scale With revenue in the range of $500M to $1B and a rapidly expanding client base through acquisitions, Savant is increasing assets under management and service footprint, creating opportunities for upsell of advanced planning, tax management, estate planning, and retirement solutions.

Top RIAs Positioning Recognized as a leading RIA (Barron’s Top 100, 12th in 2025) and frequently highlighted in industry news for deal activity, Savant’s brand credibility can be leveraged to cross-sell to mid-market high-net-worth clients and expand referral partnerships.

Integrated Services Savant offers a comprehensive suite including investments, financial planning, tax management, estate planning, accounting, and family wealth transfer, presenting a sales opportunity to position integrated advisory solutions to clients seeking one-stop wealth management.

Talent & Partnerships Key hires and new member-owners from acquisitions (Greg Moss, Larry Heller, Belinda Tsui, Ian Heller) indicate leadership stability and a culture of collaboration, suggesting opportunities to engage with executives for enterprise-level advisory services, training programs, or enterprise software/tech partnerships.