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Berkshire Global has been a registered broker dealer since 2003
Home / transaction / Berkshire Global Advisors acted as financial advisor to Savant Investment Group, LLC
Berkshire Global Advisors acted as financial advisor to Savant Investment Group, LLC
  • has been acquired by

    • Berkshire Global Advisors acted as financial advisor to Savant Investment Group, LLC

  • Date: November 2021
  • Sector: Wealth Management
  • Region: North America
  • Seller AUM: $770 Million

    • Seller Details:
    Savant Investment Group has seen tremendous growth since its inception and is now serving over 240 clients with approximately $770 million in AUM. In addition to financial planning and wealth management, the firm has developed a solutions-driven approach to providing tailored retirement plan services designed to evolve with the changing times.

    Buyer Details:
    Mariner Wealth Advisors is a national wealth advisory firm. Founded in 2006 with $300 million in AUA, Mariner Wealth Advisors and its affiliates now advise on over $50 billion in assets.

    Transaction Summary:
    Savant Investment Group’s background in retirement planning for businesses will bring added expertise to Mariner Wealth Advisors’ rapidly growing retirement plan solutions team. Savant Investment Group’s Emeryville, California office will be Mariner’s seventh office in the state and third in the Bay Area.