Savant Wealth Management, a nationally recognized fee-only registered investment adviser, has announced the acquisition of PrairieView Partners, a respected RIA based in St. Paul, Minnesota. With more than $1.2 billion in assets under management, PrairieView brings a strong legacy of comprehensive wealth planning services to Savant’s growing national platform.
The acquisition, which closed on August 31, 2025, was facilitated by M&A advisory firm Alaris Acquisitions. While financial terms were not disclosed, the strategic value of the transaction is clear: it marks Savant’s first expansion into Minnesota and its fourth acquisition of the year.
Founded in 2008, PrairieView Partners has built a reputation for delivering integrated financial planning to a diverse client base that includes individuals, families, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm’s approach combines deep technical expertise with a commitment to long-term client relationships, making it a natural fit for Savant’s client-first philosophy.
As part of the acquisition, PrairieView’s leadership team will become member-owners within Savant. This includes Matt Weier, CFA, CFP; Paula Price, CPA, CFP; Kristy Schaffer, CPA/PFS, CFP; Jonathan Jaranson, CFP; and Bo Aylin, who also served as PrairieView’s chief compliance officer. Luke Murray, CFP, CPWA, a senior wealth manager, will also join as a member-owner. Of PrairieView’s 19 employees, 15 will transition into Savant’s wealth management division, while four will join Savant Tax & Consulting, further strengthening the firm’s multidisciplinary capabilities.
The decision to merge with Savant was driven by PrairieView’s desire to access greater operational resources and expand service offerings, particularly in the area of wealth transfer planning. By joining forces with a larger RIA, PrairieView’s team saw an opportunity to enhance its impact while continuing to serve clients with the same level of care and professionalism.
This acquisition follows a series of strategic moves by Savant in 2025. In April, the firm welcomed Corrigan Financial, a Rhode Island-based RIA with $1.15 billion in AUM. June saw the addition of Brent Kalka, CFP, AIF, CPFA, in a tuck-in deal that added approximately $111 million in assets. In August, Savant expanded into Silicon Valley with the acquisition of Parkworth Wealth Management, a boutique firm managing $216 million and specializing in advising tech executives and their families.
KEY QUOTES:
“We were attracted to Savant because we share Midwestern roots, have a similar, evidence-based investment philosophy, and have a mutual commitment to comprehensive wealth management that includes a strategic tax focus. But even more important to us is Savant’s ownership structure. We are excited to join a majority employee-owned firm where we, our team, and clients can benefit from a long-term vision.”
Matt Weier
“PrairieView is a CPA-led firm that will enhance both our advisory and tax teams, and help us improve our client experience long-term. As the accounting profession contracts nationally, we remain committed to expanding our capabilities in this critical area. Being ranked by Accounting Today as the nation’s No. 1 CPA financial planning firm for the third year in a row underscores our focus on growth and leadership in this specialty.”
Brent Brodeski, CPA, CFP, CFA, founder and CEO of Savant
