Published on Family Wealth Report on April 1, 2026 | Authored by Editorial Staff

Deals Of The Day: The Latest In Wealth Management M&A – Savant, Exencial, Heller, EP Wealth, Others

Editorial Staff April 1, 2026

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Savant Wealth Management

Savant Wealth Management, an RIA, has acquired Oklahoma-based Exencial Wealth Advisors ($6 billion AuM) and New York-based Heller Wealth Management ($550 million).

With the addition of these two businesses, Savant has 66 offices in 26 states.

Team members from both firms will join Savant, with select partners becoming member-owners and the remaining employees transitioning to Savant at closing, Savant said in a statement.

“These partnerships reflect our continued focus on aligning with firms that share our fiduciary mindset, culture, and long-term vision,” Brent Brodeski, founder and CEO of Savant Wealth Management, said. “Exencial represents a milestone partnership for Savant, while Heller Wealth Management adds depth in an important market.”

EP Wealth Advisors

EP Wealth Advisors, an RIA, has acquired Bethesda, Maryland-based Divergent Planning, establishing a new East Coast region for the firm. The financial and legal terms were not disclosed.

The deal adds about $418 million in assets under management.

Under the terms of the arrangement, seven team members from Divergent will join EP Wealth. Divergent was established in 2010 by Ara Abrahamian and Matt Brock.

Alaris Acquisitions, an M&A advisory firm specializing exclusively in the wealth management industry, acted as the advisor for this transaction.

This marks EP Wealth’s fourth partnership of 2026.

RFG Advisory

RFG Advisory has completed the majority acquisition of RVA Wealth Management, a Richmond, Virginia-based advisory firm managing more than $320 million in client assets.

The transaction marks RFG’s first advisor majority acquisition and represents a milestone in the firm’s long-term strategy to expand its capital solutions and support advisors through succession, monetization, and continued growth, it said in a statement.

RVA, a retirement-focused and education-driven planning firm, serves mass affluent households with an emphasis on income planning, asset preservation, and long-term financial confidence. The firm, which first affiliated with RFG in 2022, will retain its brand and operate within RFG’s platform as a W-2 partner firm.

The partnership was formed by RVA founder David Koren’s desire to begin planning for retirement while preserving the legacy of the firm and the client relationships he had built over decades. With a succession plan already in motion and leadership transition underway, including the continued leadership of Caleb Vaughan as a strong next-generation partner, RFG provided a structure that supports long-term continuity, multi-generational service, and the preservation of the firm’s legacy while unlocking long-term value, it added.

Deals Of The Day: The Latest In Wealth Management M&A – Savant, Exencial, Heller, EP Wealth, Others