Menu
Menu
Icon of a burger menu
Icon of an arrow pointing right
Who we serve
Icon of an arrow pointing right
Alaris Advantage
Icon of an arrow pointing right
How it works
Icon of an arrow pointing right
Our results
Icon of an arrow pointing right
About us
Icon of an arrow pointing right
Explore Buyers
Icon of an arrow pointing right
M&A Knowledge Center
Icon of an arrow pointing right
Contact us
get started
get started
Icon of an arrow pointing right
Have an account? log in
Account
Are you deal ready? Discover the value of your business.
Icon of an arrow pointing rightIcon of an arrow pointing right
VALUATION CALCULATOR
VALUATION CALCULATOR
Are you deal ready? Discover the value of your business.
Icon of an arrow pointing rightIcon of an arrow pointing right
VALUATION CALCULATOR
VALUATION CALCULATOR
menu
Icon of an arrow pointing right
log in
Icon of an arrow pointing right
log in

Test buyer

New York, US
Website:
https://allworthfinancial.com/
New York, US
Website:
https://allworthfinancial.com/
Overview
Partner Testimonials
Team
Advisor Value Proposition
Financial & Operations
Mandatory Points of Alignment
Acquisition Model
Client Experience
Data Room
Leadership Interviews
Leadership Interview

Company Details

Approximate AUM
$71,313,906,000
Fee model
Fee Only Strict
Number of employees
104
Custodians
Fidelity
AssetMark Trust
Schwab
Alight Financial Solutions
Description

For more than 30 years, Savant Wealth Management has provided wise counsel to individuals, families, and businesses. As a fee-only, independent RIA firm, it offers investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. Through its affiliate, Savant Tax & Consulting, the firm also provides corporate accounting, tax preparation, payroll, and consulting services. As of December 31, 2024, Savant managed approximately $29.03 billion in assets and advised on an additional $1.14 billion in assets.

Locations

No items found.

Services Offered

Services Offered
Banking
Exit Planning / Investment Banking Services
Executive Compensation Planning
Mortgage services
Corporate Trustee Services

Recent News

No items found.
See less
See more
Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Acquisitions

Number of Acqusitions
156

Success

Partner Success Story Data

Greta BUyer and a lot of fun

Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Advisor Value Proposition

Business Enhancements

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Curabitur pretium tincidunt lacus. Nulla gravida orci a odio. Nullam varius, turpis et commodo pharetra, est eros bibendum elit, nec luctus magna felis sollicitudin mauris.

Planning Support

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Operational Support

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Curabitur pretium tincidunt lacus. Nulla gravida orci a odio.

Expansion of Services

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Organic Growth

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Curabitur pretium tincidunt lacus. Nulla gravida orci a odio. Nullam varius, turpis et commodo pharetra, est eros bibendum elit, nec luctus magna felis sollicitudin mauris.

Practice Management

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Organic Growth

Growth Channels
[Service]
[Service]
[Service]
[Service]
[Service]
[Service]
[Service]
[Service]
[Service]
[Service]
Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

AUM Growth

Styled Chart.js Example
Data Currently Unavailable

Technology

Overview

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Curabitur pretium tincidunt lacus. Nulla gravida orci a odio. Nullam varius, turpis et commodo pharetra, est eros bibendum elit, nec luctus magna felis sollicitudin mauris.

Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Points of Alignment

Brand Adoption

[Description]

Client Experience

[Description]

Investment Management

[Description]

Practice Management

[Description]

Growth Profile

[Description]

Planning Recommendations

[Description]

Centralization of Operations

[Description]

Financial Decisions

[Description]

Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Acquisition Model

Acquisition Type
Lorem ipsum dolor sit amet
Earnout Availability
Lorem
Max Cash
Lorem ipsum  sit amet
Max Equity
Lorem ipsum dolor amet
Retention Terms
Lorem ipsum dolor sit amet
Share Ongoing Economics
Lorem ipsum dolor sit amet Lorem ipsum dolor sit amet Lorem ipsum dolor sit amet
Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Client Experience

General Overview of Client Experience

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Planning Philosophy and Implementation

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Investment Management Philosophy

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Investment Management Implementation

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Investment Management Team

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Data Room

Investment Management
filename.docx
filename.docx
filename.docx
Investment Management
filename.docx
filename.docx
filename.docx
Investment Management
filename.docx
filename.docx
filename.docx
Investment Management
filename.docx
filename.docx
filename.docx
Investment Management
filename.docx
filename.docx
filename.docx
Investment Management
filename.docx
filename.docx
filename.docx
Investment Management
filename.docx
filename.docx
filename.docx
Investment Management
filename.docx
filename.docx
filename.docx
Investment Management
filename.docx
filename.docx
filename.docx
Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Test buyer's Ideal Partner

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quot

Company Videos

Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Show your interest

Ready to show your interest to the buyer?

Register interest
Register interest
Fee Only Strict
No items found.
No items found.
Fidelity
AssetMark Trust
Schwab
Alight Financial Solutions
Full Acquisition
Banking
Exit Planning / Investment Banking Services
Executive Compensation Planning
Mortgage services
Corporate Trustee Services