On January 6, 2026, Savant Wealth Management announced that it acquired APC Financial Planning.
Savant Wealth Management (“Savant”) announced, on January 6, 2026, that it acquired APC Financial Planning (“APC”). Under the terms of the transaction, which closed on December 31, 2025, eight APC team members, including APC president Joe Ottaviano, joined Savant. Further terms of the transaction were not disclosed.
Savant, based in Rockford, Illinois, is a fee-only registered investment advisor offering investment management, comprehensive financial planning, retirement planning, and family office solutions services to both individual and institutional clients. As of September 2025, Savant had over $37.1 billion in assets under management.
APC, based in Knoxville, Tennessee, is a registered investment advisor offering investment management and asset planning services. APC has approximately $497.8 million in assets under management.
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