Savant Wealth Secures Largest Acquisition to Date With $3.9B RIA [Yahoo! Finance]
Heritage Financial Corporation (HFWA)
Last heritage financial corporation earnings: 4/30 08:00 am
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Source: Yahoo! Finance
You can find original article here WealthManagement . Subscribe to our free daily WealthManagement newsletters Savant Wealth Management, a private equity-backed registered investment advisory firm overseeing about $44 billion in client assets, has acquired a Massachusetts-based wealth manager with $3.9 billion in assets under management. The partnership, which closed on Feb. 27, represents Savant's largest deal to date since it became an active acquirer. Heritage Financial had been employee-owned, with about 47 workers, including 20 financial advisors, operating from offices in Westwood, Woburn, and Rockland, Mass. Fifteen Heritage employees, including founder and Chairman Chuck Bean, who was the majority owner, according to the company's Form ADV, and President and CEO Sammy Azzouz, join Savant as member-owners. The remaining members of the Heritage team will be Savant employees. Bean said that Heritage's board of directors started considering firms to join about a year ago.
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HFWA
News
- Massachusetts-Based Heritage Financial Joins Savant Wealth Management [Yahoo! Finance]Yahoo! Finance
- Heritage Financial (HFWA) was upgraded by <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a> from "hold (c)" to "buy (b-)".MarketBeat
- Heritage Financial (NASDAQ:HFWA) had its "overweight" rating reaffirmed by analysts at Piper Sandler.MarketBeat
- American Riviera Bancorp Appoints Two New Directors [Yahoo! Finance]Yahoo! Finance
- Heritage Financial Corporation Announces Completion of Acquisition of Olympic Bancorp, Inc.PR Newswire
HFWA
Earnings
- 1/22/26 - Beat
HFWA
Sec Filings
- 2/27/26 - Form 4
- 2/27/26 - Form 4
- 2/27/26 - Form 4
- HFWA's page on the SEC website