On May 1, 2025, Savant Wealth Management announced its acquisition of Corrigan Financial.
Savant Wealth Management (“Savant”) announced, on May 1, 2025, its acquisition of Corrigan Financial, Inc. (“Corrigan Financial”). Upon closing, which occurred on April 30, 2025, sixteen shareholders, including Daniel G. Corrigan, the founder of Corrigan Financial, became member-owners of Savant. Further terms of the deal were not disclosed.
Savant, based in Rockford, Illinois, is an independent registered investment advisor, offering investment management, financial planning, retirement plans, and family office services to financially established individuals and institutions. As of March 31, 2025, Savant has $29.6 billion in assets under management and $1.2 billion in assets under advisement.
Corrigan Financial, based in Middletown, Rhode Island, is a fee-only registered investment advisor, offering personal financial planning, investment management, tax planning and preparation, and estate planning services. Corrigan Financial has $1.15 billion in assets under management.
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