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Est. 2026Moves · Money · ManagementNew York

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Moves · Financial ADVSR

Savant expands to Southern California; Procyon gains New Jersey foothold

Savant acquired a $213 million Thousand Oaks planning firm while Procyon added $415 million in New Jersey assets.

Grant WhitmoreMoves Correspondent ·

Savant has acquired a planning firm in Thousand Oaks, California, bringing $213 million in assets under management to the RIA, according to InvestmentNews. The move marks Savant's entry into Southern California.

Procyon expanded its reach into New Jersey through a separate deal that added $415 million in assets under management, InvestmentNews reported.

Sources

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