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RIA owners face bigger, more costly succession traps than ever. Learn how to maintain your ability to make the best choices for your firm and strengthen your future.

Advisor Growth Strategies advised Heller Wealth Management on its partnership with Savant Wealth Management, which closed March 31, 2026. The Melville, New York-based RIA, founded in 1992 by Larry Heller, CFP, managed approximately $550 million in assets and had served clients for more than three decades at the time of closing.

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.

Advisor Growth Strategies advised RIA Advisors on its strategic partnership with Accelerated Wealth Partners, which closed in March 2026.