On September 2, 2025, Savant Wealth Management announced that it acquired Prairieview Partners.
Savant Wealth Management (“Savant”) announced, on September 2, 2025, that it acquired PrairieView Partners (“PrairieView”). PrairieView’s partner team will be joining Savant as member-owners, and of PrairieView’s 19 employees, 15 will be joining Savant’s wealth management business and four will be joining Savant Tax & Consulting. Further terms of the transaction were not disclosed.
Savant, based in Rockford, Illinois, is a fee-only registered investment advisor offering investment management, financial planning, retirement plans, and family office services to financially established individuals and institutions. As of June 30, 2025, Savant had approximately $32.9 billion in assets under management and $1.3 billion in assets under advisement.
PrairieView, based in St. Paul, Minnesota, is a CPA-led fee-only financial planning firm offering comprehensive and integrated wealth planning services to individuals, trusts, retirement plans, estates, charitable organizations, and small businesses. PrairieView has approximately $1.2 billion in assets under management.
Alaris Acquisitions facilitated the transaction between Savant and PrairieView.
To read the press release: please click here.