Savant Wealth Management announced it has partnered with Exencial Wealth Advisors, a national registered investment adviser with approximately $6 billion in assets under management, marking the firm’s largest transaction to date.
The deal significantly expands Savant’s geographic reach, adding new markets including Texas, Oklahoma, Connecticut, North Carolina, and Ohio. Following the transaction, Savant now operates 66 offices across 26 states, further strengthening its position as a national wealth management platform.
Founded in 2003 and headquartered in Oklahoma City, Exencial Wealth Advisors has built a multi-disciplinary model offering integrated investment management, financial planning, tax planning and preparation, estate planning, and business consulting services. The firm employs approximately 115 professionals across 15 offices and serves clients nationwide through a collaborative, team-based approach.
As part of the partnership, Exencial’s entire team has joined Savant and will continue serving clients from their existing offices. Select leaders, including founder John Burns, have become member-owners in Savant, reinforcing the firm’s majority employee-owned structure.
The transaction surpasses Savant’s previously announced $3.9 billion partnership with Heritage Financial, which closed in February 2026, and reflects the firm’s continued strategy of expanding its capabilities and national presence through strategic partnerships.
Clients of Exencial will maintain their existing advisory relationships while gaining access to broader resources across financial planning, tax advisory, estate planning, and business consulting. The day-to-day client experience is expected to remain consistent, supported by Savant’s expanded infrastructure and specialist expertise.
Savant Wealth Management, headquartered in Rockford, Illinois, manages approximately $50 billion in assets under management and $1.9 billion in assets under advisement as of March 31, 2026. The firm provides investment management, comprehensive financial planning, retirement plan services, and family office solutions, along with accounting, tax, payroll, and legal services through affiliated entities.
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“Exencial has always focused on delivering integrated advice that helps clients make thoughtful, informed decisions across every aspect of their financial lives. Partnering with Savant allows us to preserve that approach while giving our clients and our team access to deeper resources and long-term stability as we continue to grow.”
John Burns, Founder and CEO of Exencial Wealth Advisors
“Exencial’s leadership team has built a firm with deep expertise, strong culture, and a clear commitment to comprehensive planning. This partnership brings together two firms that share a long-term vision for serving clients holistically while supporting advisors with the scale, resources, and ownership opportunities needed to sustain that mission.”
Brent Brodeski, Founder and CEO of Savant Wealth Management
