ria

Socha Financial Group

CORNING, NY

CRD: 299263

In network coverage since September 1, 2026 · 5 stories

$430MRegulatory AUMSEC Form ADV · Sep 12

6EmployeesForm ADV

3Deals on our tracker

Regulatory AUM · Sep 5 – Sep 12

Deal recordFull tracker →

Sep 1, 26Deal announcedSavant Wealth Management · $542M — coverage

Aug 30, 26Deal closedSavant Wealth Management · $542M — coverage

Network coverage

The Close

RIA roll-ups are now buying retention, not just assets

Savant's member-owner seat and the in-house tax teams at Sowell and Grimes show consolidators trading cash for structures that make sellers and households harder to leave.

Deals & PE · Sep 2The private-markets gateway is now the M&A target

M&A · Sep 2Owner seats are the currency in Savant’s ninth deal

M&A · Sep 1Savant's Socha buy is a template for founder-led sellers

exit · Sep 1Savant's Socha deal maps a hybrid exit