[{"data":1,"prerenderedAt":117},["ShallowReactive",2],{"global":3,"article-savant-wealth-management-partners-with-exencial-wealth-advisors-the-wire":28},{"title":4,"slug":4,"phone":5,"email":8,"company_name":9,"address":10,"social_media":14,"subscription_label":27},"global",{"number":6,"href":7},"480.245.5094","tel:+14802455094","info@advisorgrowthllc.com","Advisor Growth Strategies",{"label":11,"href":12,"embed":13},"3225 N Central Ave Suite 100\u003Cbr>Phoenix, AZ 85012","https://goo.gl/maps/AKR7R4EPd2Mn7J8k7","",[15,19,23],{"account":16,"href":17,"aria":18},"envelope","mailto:info@advisorgrowthllc.com","email info@advisorgrowthllc.com",{"account":20,"href":21,"aria":22},"linkedin","https://www.linkedin.com/company/advisor-growth-strategies-llc/","LinkedIn icon opens new window",{"account":24,"href":25,"aria":26},"x","https://twitter.com/AGS_Wire","Twitter icon opens new window","Stay Current on Industry Trends",{"id":29,"date":30,"date_gmt":30,"guid":31,"modified":30,"modified_gmt":30,"slug":33,"status":34,"type":35,"link":36,"title":37,"template":13,"meta":39,"the-wire-categories":41,"the-wire-archive-categories":43,"class_list":44,"acf":50,"_links":63,"_embedded":91},2756,"2026-04-06T15:49:04",{"rendered":32},"https://api2.advisorgrowthllc.com/?post_type=the-wire&p=2756","savant-wealth-management-partners-with-exencial-wealth-advisors","publish","the-wire","https://api2.advisorgrowthllc.com/the-wire/savant-wealth-management-partners-with-exencial-wealth-advisors/",{"rendered":38},"Savant Wealth Management Partners with Exencial Wealth Advisors",{"_acf_changed":40},false,[42],9,[],[45,35,46,47,48,49],"post-2756","type-the-wire","status-publish","hentry","the-wire-categories-ma",{"seo":51,"custom_post":56},{"page_title":38,"page_description":52,"page_keywords":13,"additional_settings":40,"social_meta":53},"Advisor Growth Strategies advised on Savant's largest deal to date: a partnership with Exencial Wealth Advisors, a $6B AUM firm headquartered in Oklahoma City.",{"og_meta":54},{"title":13,"description":13,"image":55},"https://dld7fz6mejerl.cloudfront.net/logo/logo.jpg",{"title":38,"time":13,"excerpt":57,"internal_content":58,"link":62},"\u003Cp>Savant Wealth Management, a fee-only registered investment adviser (RIA), announced it has partnered with Exencial Wealth Advisors, a national RIA with $6 billion in assets under management and headquarters in Oklahoma City, OK. \u003C/p>\n",{"content_type":59,"date":60,"article_content":61,"pdf_embed":40},"Article","April 6, 2026","\u003Cp>Advisor Growth Strategies served as advisor to Exencial Wealth Advisors in the transaction below. The following press release was \u003Ca href=\"https://savantwealth.com/press-room/press-release/savant-wealth-management-partners-with-exencial-wealth-advisors/\" target=\"_blank\" rel=\"noopener\">published by Savant\u003C/a> on March 31, 2026.\u003C/p>\n\u003Ch2>\u003Cem>— Partnership Represents Savant’s Largest-Ever Deal and Expands Its National Footprint —\u003C/em>\u003C/h2>\n\u003Cp>\u003Cstrong>Key Facts at a Glance\u003C/strong>\u003C/p>\n\u003Cul>\n\u003Cli>\u003Cstrong>Partner firm:\u003C/strong> \u003Ca href=\"https://exencialwealth.com/\">Exencial Wealth Advisors\u003C/a>\u003C/li>\n\u003Cli>\u003Cstrong>Headquarters:\u003C/strong> Oklahoma City, OK\u003C/li>\n\u003Cli>\u003Cstrong>Assets under management:\u003C/strong> $6 billion\u003C/li>\n\u003Cli>\u003Cstrong>Number of employees:\u003C/strong> Approximately 115\u003C/li>\n\u003Cli>\u003Cstrong>Offices:\u003C/strong> 15 across multiple states\u003C/li>\n\u003Cli>\u003Cstrong>Founded:\u003C/strong> 2003\u003C/li>\n\u003Cli>\u003Cstrong>Transaction closed:\u003C/strong> March 31, 2026\u003C/li>\n\u003C/ul>\n\u003Cp>\u003Cstrong>ROCKFORD, Ill. (Mar. 31, 2026) \u003C/strong>– \u003Ca href=\"https://protect.checkpoint.com/v2/r01/___https:/www.savantwealth.com/___.YXAzOmhlcml0YWdlZmluYW5jaWFsc2VydmljZXM6YzpvOmIzOTc4ZTE2N2VkNjdjZTQ2MWI1ZGZhODJhNjk2N2JkOjc6YTU4YTo4MGRmOTg2NTZhZDVlZmQ5NjM1ODNlNTkyYjBmNGNjMGIwMzczMGQ1MGY4ODk2ODE4YWUzMGJmY2I5YjhmZmMwOnA6VDpO\">Savant Wealth Management\u003C/a>, a fee-only registered investment adviser (RIA), announced it has partnered with \u003Ca href=\"https://exencialwealth.com/\">Exencial Wealth Advisors\u003C/a>, a national RIA with $6 billion in assets under management and headquarters in Oklahoma City, OK. The partnership marks Savant’s largest deal to date and expands the firm into several new states, including Texas, Oklahoma, Connecticut, North Carolina, and Ohio. Following the close of the transaction today, Savant now operates 66 offices in 26 states. Advisor Growth Strategies, LLC, assisted in facilitating the deal. Savant did not disclose financial terms.\u003C/p>\n\u003Cp>Founded in 2003 and led by\u003Ca href=\"https://exencialwealth.com/our-team\"> John Burns, CFP®\u003C/a>, Exencial Wealth Advisors has grown into a multi-disciplinary firm providing integrated investment management, financial planning, tax planning and preparation, estate planning, and business consulting services. The firm serves clients nationwide through a collaborative, team-based model built to address increasingly complex financial needs.\u003C/p>\n\u003Cp>“Exencial has always focused on delivering integrated advice that helps clients make thoughtful, informed decisions across every aspect of their financial lives,” said Burns. “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.”\u003C/p>\n\u003Cp>“Exencial’s leadership team has built a firm with deep expertise, strong culture, and a clear commitment to comprehensive planning,” said \u003Ca href=\"https://savantwealth.com/employee/brent-r-brodeski/\">Brent Brodeski, CFP®, CPA, CFA®, MBA\u003C/a>, founder and CEO of Savant Wealth Management. “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.”\u003C/p>\n\u003Cp>As part of the partnership, the entire Exencial team has joined Savant and continues to serve clients from their existing offices. Select leaders, including Burns, have joined Savant as member-owners, reinforcing the firm’s majority employee-owned structure.\u003C/p>\n\u003Cp>The partnership with Exencial surpasses Savant’s previously announced $3.9 billion partnership with \u003Ca href=\"https://heritagefinancial.net/\">Heritage Financial\u003C/a>, which closed on Feb. 27, 2026. Based in Westwood, MA, Heritage added three offices to Savant’s presence in the state.\u003C/p>\n",{"label":13,"aria":13,"file_type":13,"href":13,"file":40},{"self":64,"collection":70,"about":73,"wp:attachment":76,"wp:term":79,"curies":87},[65],{"href":66,"targetHints":67},"https://api2.advisorgrowthllc.com/wp-json/wp/v2/the-wire/2756",{"allow":68},[69],"GET",[71],{"href":72},"https://api2.advisorgrowthllc.com/wp-json/wp/v2/the-wire",[74],{"href":75},"https://api2.advisorgrowthllc.com/wp-json/wp/v2/types/the-wire",[77],{"href":78},"https://api2.advisorgrowthllc.com/wp-json/wp/v2/media?parent=2756",[80,84],{"taxonomy":81,"embeddable":82,"href":83},"the-wire-categories",true,"https://api2.advisorgrowthllc.com/wp-json/wp/v2/the-wire-categories?post=2756",{"taxonomy":85,"embeddable":82,"href":86},"the-wire-archive-categories","https://api2.advisorgrowthllc.com/wp-json/wp/v2/the-wire-archive-categories?post=2756",[88],{"name":89,"href":90,"templated":82},"wp","https://api.w.org/{rel}",{"wp:term":92},[93,116],[94],{"id":42,"link":95,"name":96,"slug":97,"taxonomy":81,"acf":98,"_links":99},"https://api2.advisorgrowthllc.com/the-wire-categories/ma/","M&A","ma",[],{"self":100,"collection":105,"about":108,"wp:post_type":111,"curies":114},[101],{"href":102,"targetHints":103},"https://api2.advisorgrowthllc.com/wp-json/wp/v2/the-wire-categories/9",{"allow":104},[69],[106],{"href":107},"https://api2.advisorgrowthllc.com/wp-json/wp/v2/the-wire-categories",[109],{"href":110},"https://api2.advisorgrowthllc.com/wp-json/wp/v2/taxonomies/the-wire-categories",[112],{"href":113},"https://api2.advisorgrowthllc.com/wp-json/wp/v2/the-wire?the-wire-categories=9",[115],{"name":89,"href":90,"templated":82},[],1775569035848]