Savant Wealth Management announced a partnership with North Ridge Wealth Advisors, a Beaverton, Oregon-based wealth management firm overseeing approximately $223 million in assets under management. Financial terms of the transaction were not disclosed.
Founded in 2011 by Brian Lawrence, North Ridge Wealth Advisors provides wealth management and financial planning services for professionals with complex financial planning needs. The firm has historically grown through client referrals and professional relationships.
Savant said the partnership will integrate North Ridge into its broader advisory platform while maintaining the existing advisory team, client relationships, and planning approach.
As part of the transaction, Brian Lawrence and Adam Cornwell joined Savant as member-owners, while the firm’s additional team members joined as employees.
North Ridge clients will continue working with their current advisors while gaining access to Savant’s expanded planning resources and subject-matter expertise across investment management, financial planning, retirement planning, and family office services.
Savant also noted that the North Ridge partnership follows its separate acquisition of Desmond Wealth Management in Walnut Creek, California. Following both transactions, Savant operates 68 offices across 27 states.
Savant Wealth Management is an independent fee-only registered investment advisor with approximately $50 billion in assets under management and $2 billion in assets under advisement as of April 22, 2026.
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“Joining Savant allows us to spend less time managing the business and more time focused on our clients. We were drawn to Savant’s values, which we share, as well as the collaborative culture and depth of knowledge, which help expand our ability to help clients build and live meaningful lives.”
Adam Cornwell, Wealth Advisor And Partner, North Ridge Wealth Advisors
“North Ridge Wealth Advisors reflects the kind of firm we seek out as a partner: deeply committed to their clients with a planning-forward mindset. Brian and Adam have built solid client relationships and we’re excited to support their continued growth.”
Brent Brodeski, Founder And CEO, Savant Wealth Management
