Exencial Wealth Advisors

What Exencial Wealth Advisors does

Exencial Wealth Advisors is an SEC-registered, fee-only investment advisory firm headquartered in Oklahoma City, Oklahoma, that delivers integrated wealth management to high-net-worth individuals, business owners, corporate executives, and individuals navigating major life transitions. Prior to its March 2026 acquisition by Savant Wealth Management, the firm operated 13 offices across nine U.S. states (Oklahoma, Texas, Pennsylvania, Connecticut, North Carolina, Florida, Ohio, California, and South Carolina) and managed approximately $6 billion in client assets.

The firm's core service platform combines four coordinated offerings: Financial Planning, Investment Management, Estate Planning, and Tax Planning and Accounting, delivered by a multi-disciplinary team that includes CPAs, CFPs, and CFA charterholders. Service delivery is anchored by Exencial's proprietary E3 process (Evaluate, Execute, Evolve), a documented methodology designed to adapt financial plans as clients' circumstances change. The investment platform is open-architecture, providing access to individual securities and institutional-quality private investments. Supporting technology includes a Tamarac client portal and eMoney financial planning platform.

Exencial's business model is fee-only and AUM-based, legally bound by the fiduciary standard, which eliminates commission-based compensation. Revenue is recurring and scales with assets under management rather than transactional product sales. Growth was driven by a combination of organic expansion into adjacent U.S. geographies and tuck-in acquisitions (Netting & Pace in 2016, Willingdon Wealth Management in 2020, and Shoreline Financial Advisors in 2023), which broadened capabilities and advisor headcount. As of March 2026, Exencial operates as part of Savant Wealth Management, which combined manages approximately $50 billion in assets across 66 offices in 26 states.

Name

Exencial Wealth Advisors

Legal name

Exencial Wealth Advisors, LLC

Website

https://exencialwealth.com

Company type

Private

Founded year

2009

Operating status

Acquired

Headcount range

11–50 employees

Short description

Exencial Wealth Advisors is a fee-only, SEC-registered investment advisory firm serving high-net-worth individuals, business owners, and executives with integrated financial planning, investment, estate, and tax services across 13 U.S. offices.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Finance and Insurance (52)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Estate planning
• Tax planning

Headquarters

HQ city

Oklahoma City

HQ country

United States

HQ region

North America

Offices15 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Fee-Only AUM-Based Advisory: Registered Investment Advisor收取基于管理资产(AUM)的费用,作为注册投资顾问以受托人标准运营,仅向客户收取费用而不通过产品销售获取佣金

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Exencial Wealth Advisors is a fee-only, SEC-registered investment advisory firm that delivers integrated wealth management services to individuals and families. The firm coordinates four core service lines—Financial Planning, Investment Management, Estate Planning, and Tax Planning and Accounting—through its proprietary E3 Process (Evaluate, Execute, Evolve), with services delivered via 13 office locations across the United States and an open architecture investment platform.

Product overview

Exencial Wealth Advisors is a registered investment advisory firm offering an integrated wealth management platform. The firm's core service model combines Financial Planning, Investment Management, Estate Planning, and Tax Planning and Accounting services, coordinated through their proprietary E3 process (Evaluate, Execute, Evolve). The integrated approach coordinates investment management with planning, taxes, estate, and risk management. Investment Management operates through an open architecture platform providing access to individual securities and institutional-quality private investments. The firm serves business owners, executives, and individuals experiencing life transitions, and operates 13 offices across the United States.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning services delivered by CPAs and CFPs, covering retirement planning, tax projections, and balance sheet preparation for individuals, business owners, and executives.
• Investment Management Customized portfolio management delivered through an open architecture investment platform providing access to individual securities and institutional-quality private investments, aligned to each client's stage in life.
• Estate Planning Estate planning services including drafting and interpreting estate planning documents to ensure client intentions are fulfilled, with summaries and flow charts of plans provided to clients.
• Tax Planning and Accounting Income tax projections, tax return filing, and tax strategy services coordinated with investment management, financial planning, and estate planning services to simplify clients' financial lives.
• E3 Process (Evaluate, Execute, Evolve) The firm's proprietary integrated service methodology comprising Evaluate, Execute, and Evolve stages, guiding clients through financial planning as their needs change over time.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Savant Wealth ManagementcoreStrategic or Co-development Partner · 31 March 2026Savant Wealth Management, an Illinois-based RIA overseeing approximately $50 billion in assets, acquired Exencial Wealth Advisors in March 2026. The deal represents Savant's largest acquisition to date, expanding its national footprint to 66 offices across 26 states. Exencial's entire team including founder John Burns joined Savant, with clients gaining access to broader resources and services.

Scale indicators3 records

Recent moves7 records

Expansion highlights2 records

Direct peers

• Savant Wealth Management: Acquirer of Exencial and fellow independent fee-only RIA with comparable integrated wealth, tax, and investment management services across multiple states; directly comparable in business model, fee structure, and target HNW segments.
• Creative Planning: Large independent fee-only RIA providing comprehensive financial planning, investment management, and tax services to HNW clients; similar integrated, multi-disciplinary service model and HNW/business-owner focus.
• Carson Group: RIA and coaching platform serving financial advisors and their HNW clients with planning, investment, and tax services; comparable in delivering integrated advice through affiliated advisor teams.
• Buckingham Strategic Wealth: Independent RIA focused on evidence-based financial planning and investment management for HNW individuals; similar fee-only fiduciary positioning and emphasis on goals-based planning.

Broad incumbents

• Mariner Wealth Advisors: Large national RIA aggregator offering integrated wealth, tax, estate, and investment services to HNW clients; comparable in integrated offerings and HNW focus, but materially larger and broader in scope post multiple acquisitions.
• Mercer Advisors: National RIA providing wealth management, tax, estate, and investment services with deep HNW focus; comparable integrated service stack and target client, but operates at significantly larger national scale.
• Focus Financial Partners: Partnership model holding company for a network of independent RIAs; comparable in supporting independent fiduciary advisors serving HNW clients, but operates as a multi-firm platform rather than a single integrated practice.
• Edelman Financial Engines: Large national RIA combining planning, investment management, and workplace programs; overlaps in HNW planning and investment services but serves a broader, more mass-affluent client base.
• Commonwealth Financial Network: Independent broker-dealer/RIA support platform providing back-office and investment capabilities to affiliated advisors; comparable fee-based advisor model, but serves a broader advisor network rather than a single integrated team.
• Steward Partners: National RIA supported by Percheron Capital serving HNW clients with integrated wealth and investment services; comparable in integrated offerings and HNW segment but operates via multi-office partnership model.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCXjJia-jASC18qoqDeO-Ucw
• Facebookfacebook.com/exencialwealthadvisors
• LinkedInlinkedin.com/company/exencial-wealth-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles20 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A3 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Exencial Wealth Advisors