Savant Wealth Management Expands National Footprint

Savant Wealth Management has significantly amplified its national presence through a strategic partnership with Exencial Wealth Advisors, a move that represents the largest transaction in Savant's history. This integration injects approximately $6 billion in assets under management into Savant's platform, extending its operational footprint into key markets across Texas, Oklahoma, Connecticut, North Carolina, and Ohio. The combined entity now boasts 66 offices spanning 26 states, solidifying its position as a formidable national wealth management force.

The acquisition of Exencial Wealth Advisors, founded in 2003 and based in Oklahoma City, brings a seasoned team of approximately 115 professionals and 15 offices into the Savant fold. Exencial's established multi-disciplinary approach, which encompasses integrated investment management, comprehensive financial planning, tax services, and estate planning, aligns seamlessly with Savant's own extensive service offerings. This synergy promises to enhance client value by providing access to a wider array of specialized expertise and resources.

Under the terms of the agreement, Exencial's entire team has transitioned to Savant, ensuring continuity for clients who will continue to engage with their existing advisors. Notably, key figures from Exencial, including founder John Burns, have become member-owners within Savant, reinforcing the latter's commitment to an employee-owned structure. This strategic alignment aims to foster long-term alignment and shared success across the expanded organization.

This latest transaction eclipses Savant's prior significant integration with Heritage Financial, which added $3.9 billion in assets earlier in 2026. It underscores Savant's aggressive growth strategy, which prioritizes expanding its national reach and enhancing its service capabilities through carefully selected strategic alliances. The wealth management sector continues to see consolidation, driven by firms seeking scale to navigate evolving client needs and regulatory environments.

For clients of Exencial, the partnership unlocks access to Savant's robust infrastructure and specialized knowledge in areas such as family office solutions, retirement plan services, and accounting, tax, and legal support through affiliated entities. While the day-to-day client experience is designed to remain consistent, the integration provides a foundation for enhanced service delivery and long-term financial well-being. Savant Wealth Management, headquartered in Rockford, Illinois, now manages approximately $50 billion in assets under management and $1.9 billion in assets under advisement as of March 31, 2026.

John Burns, Founder and CEO of Exencial Wealth Advisors, commented on the integration, stating, "Partnering with Savant allows us to preserve our client-centric, integrated advice model while providing our team and clients with access to deeper resources and enhanced long-term stability." Echoing this sentiment, Brent Brodeski, Founder and CEO of Savant Wealth Management, highlighted the shared vision, noting, "This partnership unites two firms dedicated to holistic client service and provides advisors with the scale and ownership opportunities necessary to sustain this mission."