SAVANT WEALTH MANAGEMENT

RIASEC RegisteredEst. 1993

Total AUM

$49.6B

Discretionary

$49.1B

99% of AUM

Avg account

$560K

Accounts

88,536

Employees

659

Advisory reps

393

Firm details

Headquarters: ROCKFORD, Illinois
CRD number: 107271
Registered since: January 22, 1993
Website: www.savantwealth.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI60.16%
Individuals27.86%
Other Investment Advisers5.9%
Pension & Profit Sharing Plans3.86%
Corporations / Businesses1.21%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Savant Wealth Management is an independent registered investment adviser organized as an LLC and operating since the early 1990s. The firm serves individuals, families and institutional clients and acts as a capital allocator, combining discretionary portfolio management with financial planning, pension consulting and selection-of-adviser services. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. The firm describes itself as an active ESG investor and runs educational seminars and workshops in addition to client advisory work. The firm has been repeatedly recognized by industry outlets: listings in Barron's Top 100 RIA Firms across multiple years, appearances in Forbes and Financial Times rankings, and recent mention on AdvisorHub’s list of RIA firms to watch. Savant also maintains professional affiliations with accounting and law firms to support its advisory practices.