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Trusted by
Acquiring Company
Savant Wealth Management
Acquired Company
Cedarstone Advisors
RockfordThousand OaksFinancial ServicesFinancial ServicesFinanceLendingDescription
Savant Wealth Management has successfully acquired Cedarstone Advisors, a firm with about $213 million in assets under management. The acquisition closed on September 30, expanding Savant's reach and services. Cedarstone Advisors will continue to operate from its Thousand Oaks office, ensuring continuity for its clients. The deal solidifies Savant's commitment to delivering personalized wealth management solutions.
Fundz sees it the moment Savant Wealth Management makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
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Frequently asked
Who acquired Cedarstone Advisors?
Cedarstone Advisors was acquired by Savant Wealth Management, based in Rockford. The deal was reported on October 7, 2026. Founded more than 30 years ago, Savant Wealth Management is an SEC registered investment adviser and a leading independent, fee-only firm with nearly $12 billion in assets under management. Savant Wealth Management is privately held and operates in Financial Services.
When did Savant Wealth Management acquire Cedarstone Advisors?
Savant Wealth Management's acquisition of Cedarstone Advisors was reported on October 7, 2026. Savant Wealth Management has successfully acquired Cedarstone Advisors, a firm with about $213 million in assets under management. The acquisition closed on September 30, expanding Savant's reach and services. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Cedarstone Advisors do?
Cedarstone Advisors is a registered investment advisor with approximately $213 million in assets under management. The firm predominantly serves retirees, families, and employees of Southern California Edison. It is privately held, operating in Financial Services, and is based in Thousand Oaks.
This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.
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