Source Financial Advisors
Savant Wealth Management is a fee-only, fiduciary RIA serving 24,000+ individuals, families, businesses, and institutions across 28 US states with $57.2B in client assets. It delivers integrated wealth management combining investments, tax planning, and estate strategy through 70 offices and 297 employee member-owners.
- Company typePrivate
- Founded1986
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Source Financial Advisors does
Savant Wealth Management is a fee-only, fiduciary Registered Investment Advisor (RIA) founded in 1986 and headquartered in Rockford, Illinois. As of 06/30/2026, the firm operates 70 offices across 28 US states, employs 297 employee member-owners, and serves more than 24,000 clients with combined client assets of $57.2 billion ($55.7B AUM and $1.5B AUA). The firm offers a comprehensive wealth management platform that integrates investment management, financial planning, tax advisory and preparation, accounting and consulting, trust services, family office services, company retirement plan services, and estate planning and wealth transfer. Its core differentiator is the integrated, cross-discipline approach combining investments, tax planning, and estate strategy under a single fiduciary relationship.
Savant serves four primary customer segments: individuals and families (the core segment), businesses (including company retirement plan services), executives and professionals (with specialized offerings for technology professionals and public company executives), and niche verticals such as university faculty, physicians and administrators, and individuals navigating divorce or spouse loss. The go-to-market is relationship-based and sales-led, delivered through a network of 70 offices that combine in-person meetings with virtual consultations, and supported by content marketing, a newsletter, webinars, and a video library. The firm is wholly employee-owned with no disclosed external PE/VC ownership or parent company. Sub-brands include Wise Counsel (advisory team positioning), Ideal Futures (financial health assessment), and Wise Women (women's financial wellness program).
The business model is recurring advisory fees on AUM and AUA, with no publicly disclosed pricing. Multiple top-tier industry recognitions support the firm's premium positioning, including Barron's #12 in its 2025 Top 100 RIA Firms ranking, Financial Planning's #5 in its Top 20 RIAs, InvestmentNews' 5-Star Wealth Management Teams 2025, and three consecutive years on the Inc. 5000 list. The firm has grown to top-tier RIA scale through 40 years of operation, with organic and inorganic geographic expansion into 28 states and a deepening product surface across adjacent financial disciplines. No external funding, M&A activity, or AI capability is disclosed in the source material.
Source Financial Advisors firmographics
Firmographics- Name
- Source Financial Advisors
- Legal name
- Savant Wealth Management
- Website
- https://sourcefa.com
- Company type
- Private
- Founded year
- 1986
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Savant Wealth Management is a fee-only, fiduciary RIA serving 24,000+ individuals, families, businesses, and institutions across 28 US states with $57.2B in client assets. It delivers integrated wealth management combining investments, tax planning, and estate strategy through 70 offices and 297 employee member-owners.
- Ownership category
- akta.pro rank
Source Financial Advisors industry classification
Industry- 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
- Broker-Dealer Affiliated Wealth Advisory (FSAEABAB), Financial Planning–Led RIAs (FSAAACAB), Investment Management Advisory (RIA) (FSAEAAAB), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Source Financial Advisors is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Source Financial Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Advisory Fees: Fee-only fiduciary firm providing wealth management services. Client assets under management (AUM) of $55.7B and client assets under advisement (AUA) of $1.5B.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Source Financial Advisors product offering
Product offeringCore offering
Source Financial Advisors (Savant Wealth Management) is a fee-only fiduciary wealth management firm that helps successful individuals, families, businesses, and institutions navigate investments, tax planning, and estate strategy through an integrated, comprehensive advisory practice. The firm manages $55.7B in assets under management and $1.5B in assets under advisement, serving 24,000+ clients across 28 states via 70 offices and 297 employee member-owners.
Product overview
Savant Wealth Management is a fee-only, fiduciary wealth management firm that operates as a unified platform offering comprehensive financial services. The core offering combines investment management, financial planning, tax advisory, estate planning, and trust services into an integrated approach. Additional specialized services include Family Office Services, Company Retirement Plan Services, and Accounting & Consulting. The firm also provides educational resources including a Video Library, Ideal Futures Financial Health Assessment tool, and free financial planning guides. The company serves individuals, families, businesses, and institutional clients through 70 offices across the United States.
Differentiator
Problem solved
Functional benefit
Brands
- Wise Counsel: Advisory service brand referring to the company's team of seasoned advisors providing guidance.
- Ideal Futures
- Wise Women
Products and services
- Comprehensive Wealth Management Integrated wealth management service combining investment management, tax planning, and estate strategy into a single comprehensive engagement for individuals, families, businesses, and institutions.
- Comprehensive Wealth Management Integrated wealth management service combining investment management, tax planning, and estate strategy into a single comprehensive engagement for individuals, families, businesses, and institutions.
- Investment Management Professional investment guidance and portfolio management services covering $55.7B in assets under management as of 6/30/2026.
- Financial Planning Strategic financial planning services designed to help clients achieve long-term financial goals across investments, income, and lifestyle planning.
- Tax Advisory & Preparation Tax planning and preparation services intended to help clients minimize tax liability and coordinate tax strategy with overall wealth planning.
- Accounting & Consulting Services Business accounting and consulting services for clients needing integrated financial and tax advisory beyond personal wealth management.
- Trust Services Trust management and fiduciary services for asset protection and administration on behalf of clients and beneficiaries.
- Family Office Services Comprehensive family office services for high-net-worth families covering coordination of investments, taxes, estate planning, and household financial administration.
- Company Retirement Plan Services 401(k) and other employer-sponsored retirement plan services for businesses, including plan design, investment oversight, and participant support.
- Estate Planning & Wealth Transfer Estate planning and wealth transfer strategies designed to preserve and transfer assets across generations.
- Ideal Futures Financial Health Assessment Free financial health assessment tool branded as Ideal Futures that evaluates clients' financial wellness and provides a starting point for advisory engagement.
- Wise Women Program Sub-brand program offering resources and guidance focused on women's financial wellness and planning.
Companies that use Source Financial Advisors
Customer profileNamed customers4 records
Segments5 records
Ideal customer profiles5 records
Source Financial Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Source Financial Advisors partnerships and signals
Strategic signalScale indicators5 records
Recent moves5 records
Expansion highlights6 records
Source Financial Advisors competitors and assessment
Company assessmentDirect peers
- Creative Planning: One of the largest US fee-only RIAs with comparable scale (~$250B+ AUM). Both firms share the fee-only fiduciary model, comprehensive wealth planning, and family office offerings serving HNW individuals and families — Savant's most direct scale comparable.
- Focus Financial Partners: A leading RIA partnership platform serving HNW clients with wealth management, investment advisory, and family office services. Highly comparable business model — fee-based advisory for HNW clients — but with a partnership/consolidator structure rather than ESOP.
- Mariner Wealth Advisors: Fee-based RIA providing comprehensive financial planning, investment management, tax planning, and estate services to HNW individuals and families. Direct competitor in the same client segment with similar integrated wealth management approach.
- Hightower Advisors: National RIA partnership firm providing wealth management, investment banking, and corporate services to HNW clients, businesses, and institutions. Comparable in serving HNW segments with multi-office national footprint; differs via partnership transition model.
- Mercer Advisors: National RIA serving HNW households with comprehensive wealth management, tax planning, estate planning, and investment management. Closely comparable in integrated, planning-led wealth advisory for HNW clients.
- Wealth Enhancement Group: PE-backed RIA consolidator providing wealth management, financial planning, and tax services to HNW individuals. Comparable in fee-based advisory with significant multi-office footprint; differs via PE-backed acquisition strategy.
- Carson Group: RIA network serving financial advisors and their clients with wealth management, coaching, and technology. Comparable fee-based RIA serving HNW clients; differs via partnership/coaching model rather than direct employee ownership.
- Commonwealth Financial Network: Private RIA and broker-dealer providing comprehensive wealth management, financial planning, and practice management support to affiliated advisors. Comparable private RIA serving HNW clients with multi-office national presence.
Broad incumbents
- Edelman Financial Engines: One of the largest US RIAs offering investment advisory, financial planning, and retirement plan services. Comparable in scale and service breadth but with stronger retirement plan focus and broader retail reach than Savant.
- Fisher Investments: Large investment management firm serving HNW individuals and institutions. Overlaps in serving HNW clients with portfolio management, but Fisher's scale and global macro orientation differ from Savant's integrated planning-led approach.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Source Financial Advisors social profiles
Digital presenceSource Financial Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Source Financial Advisors leadership team
Management profileNumber of profiles
Source Financial Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Source Financial Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Source Financial Advisors
What does Source Financial Advisors do?
Source Financial Advisors (Savant Wealth Management) is a fee-only fiduciary wealth management firm that helps successful individuals, families, businesses, and institutions navigate investments, tax planning, and estate strategy through an integrated, comprehensive advisory practice. The firm manages $55.7B in assets under management and $1.5B in assets under advisement, serving 24,000+ clients across 28 states via 70 offices and 297 employee member-owners.
Is Source Financial Advisors a public or private company?
Source Financial Advisors is a private company. It is classified as management employee owned and is currently operating.
When was Source Financial Advisors founded?
Source Financial Advisors was founded in 1986. It employs 1 to 10 people.
Where is Source Financial Advisors based?
Source Financial Advisors is headquartered in New York, United States, in the North America region.
How does Source Financial Advisors make money?
One revenue line is on record: advisory Fees.
Who are Source Financial Advisors's main competitors?
Direct peers on record are Creative Planning, Focus Financial Partners, Mariner Wealth Advisors, Hightower Advisors, Mercer Advisors, Wealth Enhancement Group, Carson Group and Commonwealth Financial Network. Broad incumbents are Edelman Financial Engines and Fisher Investments.
Does Source Financial Advisors have an API?
No public API is recorded for Source Financial Advisors.
What industry is Source Financial Advisors in?
Source Financial Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAEABAB, Broker-Dealer Affiliated Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.