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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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WM Altruist Adds Donor-Advised Funds to PlatformIN Built on insurance experience to deliver on long-term promisesRB Schwab's Jon Beatty is one custody head offering a port in the storm after Fidelity unmoors its sub-$100M RIAs and Altruist's Jason Wenk , Apex's Bill Capuzzi and TradePMR's R. Scott Victoria are among othersIN Annuities for RIAs: Why fee-only advisors still hit a wallFP How an AM radio host dialed up her niche businessWM Cresset Aims for $13.1B Trust Business with National Advisors Trust DealIN Fidelity's $100M RIA custody minimum lands amid long-short SMA curbsIN Broker-dealers must lean on tech, brand as advisors weigh optionsWM LPL Recruits $1.1B Team to its RIA Channel From Wells Fargo's FiNetIN Looking for a passion asset? New investment platform touts stakes in classic cars

RIA

Savant

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Moves
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Savant: questions

What kind of firm is Savant?

Financial ADVSR covers Savant as a registered investment adviser (RIA), a firm that gives investment advice as a fiduciary. This page collects every Savant story from the wealth management press, updated throughout the day.

What is the latest news about Savant?

The most recent Savant headline in the industry press is “RIA moves: Savant enters Thousand Oaks as Procyon lands in New Jersey” (InvestmentNews, October 2). Financial ADVSR’s latest reporting on the firm is “Savant expands to Southern California; Procyon gains New Jersey foothold” (October 3).

How much is Savant in the news?

1 story from 1 outlet have mentioned Savant since October 2, including 1 about advisor moves.

Have advisors recently joined or left Savant?

In the last 90 days the Financial ADVSR moves tracker has recorded 1 move to Savant, most recently a team ($213M) from another firm (October 2).

Which firms are in the news with Savant?

Recent coverage most often mentions Savant alongside Procyon.