Savant Capital Management
Savant Wealth Management is a fee-only, fiduciary registered investment advisor founded in 1986, managing $49.5 billion in client assets across 69 offices in 27 states for 17,000+ clients, primarily high-net-worth individuals, families, business owners, executives, and professionals.
- Company typePrivate
- Founded1986
- HeadquartersPhoenix, United States
- Headcount101–250
- GTM typeB2B and B2C
- OfferingServices
Savant Capital Management firmographics
Firmographics- Name
- Savant Capital Management
- Legal name
- Savant Wealth Management
- Website
- https://savantcapital.com
- Company type
- Private
- Founded year
- 1986
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Savant Wealth Management is a fee-only, fiduciary registered investment advisor founded in 1986, managing $49.5 billion in client assets across 69 offices in 27 states for 17,000+ clients, primarily high-net-worth individuals, families, business owners, executives, and professionals.
- Ownership category
- akta.pro rank
Savant Capital Management industry classification
Industry- 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)
Keywords
Where Savant Capital Management is headquartered
LocationHeadquarters
- HQ city
- Phoenix
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Savant Capital Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Advisory Fees: Savant operates as a fee-only, fiduciary registered investment advisor (RIA), generating revenue through advisory fees charged to clients for comprehensive wealth management, investment management, financial planning, tax advisory, and related services. As a fiduciary firm, compensation comes solely from client fees rather than commissions or product sales.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-only fiduciary advisory services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels8 records
Savant Capital Management product offering
Product offeringCore offering
Savant Wealth Management is a fee-only, fiduciary registered investment advisor providing comprehensive wealth management services that combine investment management, financial planning, tax advisory, estate planning, trust services, and family office support for high-net-worth individuals, families, executives, business owners, and institutions. As of Q1 2026 the firm manages $47.6B in AUM and advises on $1.9B in AUA across 69 offices in 27 U.S. states, serving more than 17,000 clients through 255 employee member-owners.
Product overview
Savant Wealth Management is a fee-only, fiduciary wealth management firm operating as a unified platform that combines multiple service modules. The core offering integrates Investment Management, Financial Planning, and Tax Advisory & Preparation with supplementary services including Trust Services, Accounting & Consulting Services, Estate Planning & Wealth Transfer, and Family Office Services. The company serves as a comprehensive advisor combining investments, tax planning, and estate strategy for individuals, families, and institutions. As of Q1 2026, the firm manages $47.6B in assets under management (AUM) and advises on $1.9B in assets under advisement (AUA), totaling $49.5B in client assets across 69 offices.
Differentiator
Problem solved
Functional benefit
Products and services
- Comprehensive Wealth Management Holistic wealth management service combining investments, tax planning, and estate strategy into a unified approach for individuals, families, and institutions.
- Investment Management Professional investment guidance and portfolio management services delivered as part of the comprehensive wealth management approach.
- Financial Planning Strategic financial planning services that help clients navigate the complexities of wealth management with clarity and confidence.
- Tax Advisory & Preparation Tax planning and preparation services integrated into the comprehensive wealth management approach to minimize tax burden for clients.
- Accounting & Consulting Services Business consulting and accounting services for clients with complex financial situations, including business owners needing valuation and succession advisory.
- Trust Services Trust management and administration services delivered as part of estate planning and wealth transfer offerings.
- Family Office Services Comprehensive family office support for high-net-worth families requiring integrated wealth management solutions.
- Company Retirement Plan Services Retirement planning and management services for businesses and their employee benefit plans, including 401(k) advisory and administration.
- Estate Planning & Wealth Transfer Estate planning services that facilitate wealth transfer across generations through strategic planning.
Companies that use Savant Capital Management
Customer profileSegments5 records
Ideal customer profiles5 records
Savant Capital Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Savant Capital Management partnerships and signals
Strategic signalScale indicators5 records
Savant Capital Management competitors and assessment
Company assessmentDirect peers
- Creative Planning: Creative Planning is one of the largest independent fee-only RIAs in the US, serving HNW individuals and families with comprehensive wealth management, tax, and estate services. Directly comparable in scale, fee-only fiduciary model, and integrated service offering to Savant.
- Mariner Wealth Advisors: Mariner is a scaled independent RIA offering wealth advisory, tax, estate, and retirement plan services to HNW clients and institutions. Directly comparable to Savant in business model, scale (~$100B+ AUM), and integrated service approach.
- Carson Group: Carson Group is a large independent wealth management firm serving financial advisors and HNW clients with comprehensive planning, investment, and coaching services. Comparable in fee-only RIA structure and broad service suite, with similar advisor-centric GTM.
- Buckingham Strategic Wealth: Buckingham is a large fee-only RIA providing evidence-based investment management and comprehensive financial planning to HNW clients. Closely comparable in fiduciary model, academic-investing orientation, and planning-led approach.
- Mercer Advisors: Mercer Advisors is a national RIA serving HNW clients with integrated wealth management, tax, estate, and trust services. Directly comparable to Savant in business model, geographic breadth, and target client segment.
- CAPTRUST: CAPTRUST is a large independent RIA providing investment advisory, retirement plan, and wealth management services to HNW individuals and institutions. Comparable in scale and the inclusion of corporate retirement plan advisory alongside personal wealth services.
Broad incumbents
- Edelman Financial Engines: Edelman Financial Engines is one of the largest US RIAs serving HNW households and workplace retirement participants. Comparable in scale and fee-based advisory model, though its broader workplace and digital channels differentiate it from Savant's pure-play HNW focus.
- Fisher Investments: Fisher Investments is a major global investment management firm serving HNW individuals, families, and institutions. Comparable as a large, scaled independent RIA serving HNW clients, though more concentrated on discretionary portfolio management than Savant's integrated tax/estate offering.
- Ameriprise Financial: Ameriprise is a diversified financial services company with a large advisor-led wealth management arm serving HNW and mass-affluent clients. Comparable in HNW advisory services and advisor-led GTM, though publicly traded and far broader in product scope.
- Schwab Wealth Advisory: Schwab's wealth advisory and Schwab Intelligent Portfolios serve HNW and mass-affluent clients with managed portfolios at lower fee points. Comparable in HNW advisory market, though serves as a low-cost disruptor and broad incumbent rather than a direct competitor in integrated tax/estate planning.
Market position
Weaknesses2 records
Key risks6 records
Key highlights7 records
Customer concentration
Savant Capital Management social profiles
Digital presenceSavant Capital Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Savant Capital Management leadership team
Management profileNumber of profiles
Profiles4 records
Savant Capital Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Savant Capital Management 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 Savant Capital Management
What does Savant Capital Management do?
Savant Wealth Management is a fee-only, fiduciary registered investment advisor providing comprehensive wealth management services that combine investment management, financial planning, tax advisory, estate planning, trust services, and family office support for high-net-worth individuals, families, executives, business owners, and institutions. As of Q1 2026 the firm manages $47.6B in AUM and advises on $1.9B in AUA across 69 offices in 27 U.S. states, serving more than 17,000 clients through 255 employee member-owners.
Is Savant Capital Management a public or private company?
Savant Capital Management is a private company. It is classified as management employee owned and is currently operating.
When was Savant Capital Management founded?
Savant Capital Management was founded in 1986. It employs 101 to 250 people.
Where is Savant Capital Management based?
Savant Capital Management is headquartered in Phoenix, United States, in the North America region.
How does Savant Capital Management make money?
One revenue line is on record: advisory Fees.
Who are Savant Capital Management's main competitors?
Direct peers on record are Creative Planning, Mariner Wealth Advisors, Carson Group, Buckingham Strategic Wealth, Mercer Advisors and CAPTRUST. Broad incumbents are Edelman Financial Engines, Fisher Investments, Ameriprise Financial and Schwab Wealth Advisory.
Does Savant Capital Management have an API?
No public API is recorded for Savant Capital Management.
What industry is Savant Capital Management in?
Savant Capital Management'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 FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.