Savant Wealth Management

What Savant Wealth Management does

Savant Wealth Management (legal entity Savant Capital, LLC) is a privately held, majority employee-owned registered investment adviser founded in 1986 in Rockford, Illinois, and operating under a fiduciary, fee-only model with no commission revenue. As of mid-2026 the firm manages approximately $49.5 billion in client assets ($47.6B AUM plus $1.9B AUA), serves 17,000+ households, and operates 69 offices across 27+ U.S. states with 255 employee member-owners. The platform delivers integrated wealth management through in-house capabilities spanning investment management, financial planning across 10 disciplines, tax advisory and preparation, accounting and consulting, trust services (via a National Advisors Trust Company partnership), family office services, company retirement plan administration, and estate planning with affiliated legal counsel. Pricing is AUM-based at 0.50%–1.50% with minimum investable-asset thresholds of $300,000–$750,000, supplemented by flat-fee planning, tax preparation, and corporate accounting engagements.

The firm's product surface is anchored by the proprietary Ideal Futures Financial Health Assessment, a three-minute diagnostic tool that scores clients across 10 planning disciplines and functions as both a client-engagement asset and a lead-generation funnel, alongside a recently disclosed in-house AI build-out intended to support advisor productivity. Distribution is direct, enterprise-field sales to high-net-worth individuals and families, augmented by content marketing, webinars, video libraries, and a dedicated Wise Women initiative targeting female clients in life transitions. Growth has been driven by an aggressive M&A program — eight acquisitions announced or completed in 2026 alone, led by Exencial Wealth Advisors (~$6B AUM, 15 offices) and Heritage Financial Services ($3.9B AUM) — alongside organic advisor productivity. The firm is CEFEX-certified for fiduciary adherence and has been recognized by Barron's, Forbes, CNBC, WSJ Buy Side, Accounting Today, and Inc. 5000 over multiple consecutive years.

Name

Savant Wealth Management

Legal name

Savant Capital, LLC

Website

https://savantwealth.com

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Savant Wealth Management is a fee-only, majority employee-owned registered investment adviser founded in 1986, managing approximately $49.5 billion in client assets across 69 offices in 27+ U.S. states, serving 17,000+ high-net-worth households with integrated wealth, tax, estate, and retirement services.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Tax-Focused Wealth Management RIAs (FSAAACAD)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Retirement plan services
• Estate planning

Headquarters

HQ city

Rockford

HQ country

United States

HQ region

North America

Offices68 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Assets Under Management (AUM) Advisory Fees: Fee-only AUM-based advisory model where clients pay fees ranging from 0.50% to 1.50% of assets under management plus minimum annual fees. The firm does not accept commissions.
2. Flat Fee Planning Services: Flat fees available for stand-alone planning projects for clients not engaging in ongoing investment management
3. Tax Preparation Services: In-house tax preparation services offered as part of integrated wealth management approach through affiliate Savant Tax & Consulting
4. Corporate Accounting and Consulting: Accounting, payroll, and business consulting services through affiliated entity for closely held businesses including medical and dental practices

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels9 records

Core offering

Savant Wealth Management is a fee-only registered investment adviser that delivers integrated wealth management to high-net-worth individuals and families. Its core offerings combine investment management, comprehensive financial planning across 10 disciplines, tax advisory and preparation, estate planning, trust services, family office services, and company retirement plan services under one roof. Services are delivered through 69 offices across 27 states by 255 employee member-owners, with affiliated Savant Tax & Consulting and Savant Legal, LLP providing in-house tax, accounting, and legal support.

Product overview

Savant Wealth Management operates as a unified fee-only registered investment advisor platform offering integrated wealth management services. The core portfolio centers on Comprehensive Wealth Management, Investment Management, Financial Planning, Tax Advisory & Preparation, Estate Planning, Trust Services, Family Office Services, and Company Retirement Plan Services. Key proprietary offerings include the Ideal Futures® Financial Health Assessment diagnostic tool and the Wise Women initiative for female clients. Services are delivered through an affiliated law firm (Savant Legal, LLP) and tax consulting arm (Savant Tax & Consulting). The company has grown substantially through RIA acquisitions including Heritage Financial, Exencial Wealth Advisors, and others, expanding to 69 offices across 27+ states as of mid-2026.

Differentiator

Problem solved

Functional benefit

Products and services

• Comprehensive Wealth Management Integrated wealth management service combining investment management, financial planning, tax strategies, estate planning, and retirement planning under one roof with dedicated advisory teams.
• Investment Management Evidence-based investment approach using a four-step methodology focused on long-term returns, diversification, tax efficiency, and disciplined rebalancing for high-net-worth individuals and families.
• Financial Planning Comprehensive financial planning covering 10 key disciplines including retirement, tax, estate, risk management, education planning, and charitable giving for individuals and families.
• Tax Advisory & Preparation Year-round tax planning and preparation services delivered by in-house CPAs and tax professionals integrated with the firm's financial advisory offerings.
• Accounting & Consulting Services Business accounting, payroll, and consulting services delivered through affiliate Savant Tax & Consulting for closely held businesses, including medical and dental practices.
• Trust Services (Savant Private Trust) Corporate trustee solution integrating investment counseling with income tax planning, asset protection, charitable giving, and estate planning through a partnership with National Advisors Trust Company.
• Family Office Services Fully integrated services for high-net-worth families combining estate, tax, investment, and accounting guidance to preserve family legacy across generations.
• Company Retirement Plan Services 401(k) plan services including fiduciary risk reduction, investment due diligence, employee education, and a technology-driven administrative platform for plan sponsors.
• Estate Planning & Wealth Transfer Estate planning services provided by in-house attorneys covering wealth transfer strategies, trust solutions, and business succession for individuals, families, and business owners.

Quantifiable outcome

• Serves 17,000+ clients across 69 offices in 27 states with approximately $49.5 billion in client assets
• +2 more outcomes

Named customers1 record

Segments6 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

16 partnerships are on record, tiered core, flagship and minor.

• Richard Brothers Financial AdvisorscoreStrategic or Co-development Partner · 1 July 2026Maine-based nine-person RIA founded in 1996 with $240 million in client assets. Randall and Neal Richard along with two other senior leaders received equity stakes. Marks Savant's first entry into Maine.
• North Ridge Wealth AdvisorscoreStrategic or Co-development Partner · 8 May 2026Beaverton, Oregon-based wealth management firm overseeing approximately $223 million in assets under management. Brian Lawrence and Adam Cornwell joined as member-owners. The transaction integrates North Ridge into Savant's advisory platform while retaining the existing advisory team and client relationships.
• Desmond Wealth ManagementcoreStrategic or Co-development Partner · 6 May 2026$148 million AUM firm acquired as part of Savant's expansion. Combined with North Ridge partnership, brought firm to 68 offices across 27 states.
• Exencial Wealth AdvisorsflagshipStrategic or Co-development Partner · 6 April 2026National RIA with approximately $6 billion in assets under management, Savant's largest transaction to date. Team of approximately 115 professionals across 15 offices joined. Expands geographic reach to 66 offices across 26 states, adding new markets including Texas, Oklahoma, Connecticut, North Carolina, and Ohio.
• Heller Wealth ManagementcoreStrategic or Co-development Partner · 31 March 2026Melville, New York-based RIA managing approximately $550 million in assets. Founder Larry Heller and leadership team joined as member-owners. Establishes Savant's second New York office.
• Grand Capital AdvisorscoreStrategic or Co-development Partner · 28 February 2026Grand Blanc, Michigan-based fee-only RIA with $127 million in AUM. Founders Ken Duetsch II and Steve Schiestel became member-owners. Third partnership in Michigan, adding firm's second office in the state.
• Heritage Financial ServicesflagshipStrategic or Co-development Partner · 27 February 2026Massachusetts-based wealth management firm with $3.9 billion in AUM and 47 employees. Founded in 1995, headquartered in Westwood. 15 employees including Founder Chuck Bean and President Sammy Azzouz joined as member-owners. Largest acquisition at the time, expanding Massachusetts presence to four offices and national footprint to 50 offices across 21 states.
• APC Financial PlanningcoreStrategic or Co-development Partner · 8 January 202650-year-old Knoxville, Tennessee-based independent advisory firm managing approximately $497.8 million in assets under administration.
• Source Financial AdvisorsminorStrategic or Co-development Partner · 16 December 2024Acquisition of Source Financial Advisors, terms and AUM not disclosed.
• Sortino Advisory PartnerscoreStrategic or Co-development Partner · 30 September 2024Louisville-based fee-only RIA with $239 million in AUM. Principals Daniel Hutcherson and Stephen Heitz joined as financial advisors and managing directors.
• Capital DirectionscoreStrategic or Co-development Partner · 22 February 2023Firm managing $3.3 billion in assets acquired by Savant.
• SFG Investment AdvisorscoreStrategic or Co-development Partner · 31 October 2022Boutique RIA firm based in Doylestown, Pennsylvania specializing in senior-level executives at publicly traded companies. Over $286 million in assets, adds new Pennsylvania office.
• World Trend FinancialcoreStrategic or Co-development Partner · 1 October 2022Iowa-based firm acquired as part of strategic growth expanding Midwest presence. Combined with Terry Lockridge & Dunn, adding 37 employees.
• Terry Lockridge & DunncoreStrategic or Co-development Partner · 1 October 2022Iowa-based firm acquired as part of strategic growth expanding Midwest presence. Combined with World Trend Financial, adding 37 employees.
• Alliant Wealth AdvisorscoreStrategic or Co-development Partner · 1 July 2022Virginia-based RIA with $262 million in assets. Acquisition includes qualified plans division joining Savant's retirement plan services division.
• Treybourne Wealth PlannerscoreStrategic or Co-development Partner · 12 August 2021Indiana-based RIA with principals Martin Armbruster and Stephanie Willison joining as member-owners. Expected to close August 2021.

Scale indicators11 records

Recent moves6 records

Direct peers

• Mariner Wealth Advisors: Large independent RIA that has pursued an aggressive acquisition-led scaling strategy comparable to Savant's, integrating founder-owned advisory firms while offering comprehensive wealth management, financial planning, tax, and family office services to HNW clients.
• Hightower Advisors: Major RIA platform that has scaled rapidly through partnerships with elite advisor teams and acquisition of advisory firms, with a fee-based wealth management model and HNW client focus directly comparable to Savant's positioning.
• Creative Planning: One of the largest independent, fee-only RIAs in the U.S., serving HNW clients with comprehensive financial planning, investment management, and tax services — directly comparable to Savant's fee-only model and full-service platform.
• Mercer Advisors: Large national RIA that has expanded primarily through acquisitions of independent advisory firms, offering integrated financial planning, investment management, and family office services with HNW focus similar to Savant's integrated offering.
• Carson Group: RIA platform that has scaled through a partnership model with advisor teams and acquisitions, offering wealth management, business consulting, and tech-enabled services overlapping significantly with Savant's integrated HNW platform.
• Cerity Partners (formerly Focus Financial Partners): Major RIA consolidator that acquired founder-owned advisory firms and provided centralized resources while preserving local brands — directly analogous to Savant's mass-affluent-to-HNW acquisition strategy and member-owner retention structure.
• Edelman Financial Engines: Large independent RIA with a strong financial-planning focus serving HNW clients with comprehensive wealth management; comparable to Savant in fee-only positioning and integrated planning-led service model.
• Stratos Wealth Partners: RIA platform with a similar partnership-plus-acquisition growth model and mid-sized HNW wealth management offering; comparable to Savant in advisor partnership structure and integrated service breadth.

Broad incumbents

• Cetera Financial Group: Large diversified wealth management firm that supports independent advisors across multiple business models including RIA; broader platform than Savant but overlapping in HNW wealth management services and advisor support infrastructure.
• Commonwealth Financial Network: Large independent broker-dealer/RIA platform serving thousands of advisors with wealth management offerings; broader business model than Savant but competing for the same independent-advisor and HNW-client market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/savantwealth
• YouTubeyoutube.com/user/SavantVideos
• Facebookfacebook.com/savantwealthmanagement
• LinkedInlinkedin.com/company/savant-wealth-management
• Instagraminstagram.com/savantwealth

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries15 records

Funding overview

Funding rounds1 record

Investors3 records

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

M&A22 records

Investments2 records

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

Frequently asked questions about Savant Wealth Management