Savant Wealth Management

RIASEC RegisteredEst. 1993

Total AUM

$55.6B

Discretionary

$55B

99% of AUM

Avg account

$679K

Accounts

81,840

Employees

659

Advisory reps

399

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: HNWI60.12%
Individuals28.17%
Other Investment Advisers5.86%
Pension & Profit Sharing Plans3.8%
Corporations / Businesses1.08%
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 SEC-registered since 1993. The firm serves both individual and family clients as well as institutional relationships, and acts as a capital allocator—placing client assets with third‑party managers in addition to managing in‑house portfolios. Its client billing combines percentage‑of‑AUM fees with hourly and fixed‑fee arrangements. Core advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and educational seminars or workshops. Savant identifies as an active ESG investor and reports relationships with professional service firms such as accounting and law firms. Savant has been featured repeatedly on industry lists, including multiple appearances in Barron’s Top 100 RIA Firms (2021–2025), placements in Forbes’ and Financial Times’ RIA rankings, and more recent recognition such as CNBC’s Elite Advisors and AdvisorHub’s 50 RIA Firms to Watch in 2026.