Savant to acquire $321 million RIA firm

Savant Wealth Management, a Rockford, Illinois-based registered investment adviser managing $11 billion, will acquire Treybourne Wealth Planners, a Greenwood, Indiana-based RIA managing $321 million.

Terms of the acquisition, which is expected to close at the end of August, were not disclosed.

Treybourne principals Martin Armbruster and Stephanie Willison will join Savant’s group of member owners.

[More: The fee-only model is scaling up fast, creating more mega RIAs]

Being an only in the financial industry has been challenging

The post Savant to acquire $321 million RIA firm appeared first on InvestmentNews.

Andrew is half-human, half-gamer. He’s also a science fiction author writing for BleeBot.

Andrew Vincent
Andrew is half-human, half-gamer. He's also a science fiction author writing for BleeBot.
%d bloggers like this: