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Financial ServicesMichiganMerger
Rocket Companies→Mr. Cooper
Apr 15, 2026
Savant Wealth Acquires Heller Wealth Management
Announced
Financial ServicesIllinoisAdd-on
Deal Overview
Savant Wealth Management acquired Melville-based Heller Wealth Management, a fee-only registered investment adviser founded in 1992 by Larry Heller. Heller Wealth Management had approximately $550 million in assets under management, serving individuals, families, business owners, and retirees, plus retirement plan services.
As part of the transaction, the Heller leadership team joined Savant as member-owners, and the remaining Heller staff became Savant employees. The full Heller team continues operating from its Melville office at 225 Broadhollow Road.
Key Details
- Transaction
- Savant Wealth Management acquires Heller Wealth Management
- Deal Size
- Over $100M
Filed under
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