Bridgeworth Wealth Management
Bridgeworth Wealth Management operates as part of Savant Wealth Management, a fee-only fiduciary advisory firm serving 24,000+ clients with $57.2B in AUM/AUA across 70 offices in 28 U.S. states via financial planning, investment management, tax, estate, and family office services.
- Company typePrivate
- Founded2008
- HeadquartersRockford, United States
- Headcount101–250
- GTM typeB2C
- OfferingServices
What Bridgeworth Wealth Management does
Bridgeworth Wealth Management now operates as part of Savant Wealth Management, a fee-only fiduciary advisory firm headquartered in the United States. The firm serves 24,000+ clients with combined assets under management and administration of $57.2B ($55.7B AUM and $1.5B AUA as of 06/30/2026), delivering financial planning, investment management, tax planning and preparation, estate planning, retirement plan consulting, institutional consulting, and family office services. Operations are distributed across 70 offices in 28 U.S. states, with service delivery supplemented by virtual channels.
The firm's operating model rests on a member-owned structure with 297 employee member-owners, aligning advisor incentives with long-term client outcomes rather than short-term production. A proprietary technology platform, WiseOS, underpins integrated planning, investment, and service workflows. The firm was founded in 1986 (40 years of operating history) and has earned sustained third-party recognition, including Barron's #12, Financial Planning #5, InvestmentNews #14 (2024), Forbes Top RIA Firms for ten consecutive years, and three consecutive years on the Inc. 5000.
Revenue is generated primarily through AUM-based advisory fees, with additional contribution from tax preparation, planning engagements, and AUA-based fees on the $1.5B in administered assets. The fee-only fiduciary model eliminates commission-based conflicts and supports the firm's value proposition of unbiased, comprehensive advice. Growth has been driven by a combination of organic client acquisition, advisor recruiting under the member-owner framework, and inorganic expansion via mergers and acquisitions, including the integration of Bridgeworth Wealth Management into the Savant platform.
Bridgeworth Wealth Management firmographics
Firmographics- Name
- Bridgeworth Wealth Management
- Legal name
- Bridgeworth Wealth Management
- Website
- https://bridgeworthfinancial.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Bridgeworth Wealth Management operates as part of Savant Wealth Management, a fee-only fiduciary advisory firm serving 24,000+ clients with $57.2B in AUM/AUA across 70 offices in 28 U.S. states via financial planning, investment management, tax, estate, and family office services.
- Ownership category
- akta.pro rank
Bridgeworth Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Trust, Fiduciary, and Custody Activities (523991), Portfolio Management and Investment Advice (52394), Trusts, Estates, and Agency Accounts (525920)
- akta.pro primary industry
- Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)
- akta.pro secondary industries
- Family Office Trust & Fiduciary Services (FSAEAKAF), Trust Administration & Fiduciary Accounting Services (FSAAANAF)
Keywords
Where Bridgeworth Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Rockford
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Bridgeworth Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Wealth Management Advisory Services: Fee-only fiduciary wealth management services providing comprehensive guidance across investments, financial planning, tax planning, estate planning, trust services, and family office support. Revenue is generated through advisory fees, likely based on assets under management (AUM) given industry norms for wealth management firms of this scale.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Comprehensive wealth management advisory services |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Bridgeworth Wealth Management product offering
Product offeringCore offering
Bridgeworth Wealth Management (operating in association with Savant Wealth Management) is a fee-only, fiduciary wealth management firm that provides comprehensive wealth management services combining investment management, financial planning, tax advisory, estate planning, trust services, and family office support for individuals, families, businesses, and institutions.
Product overview
Bridgeworth Wealth Management (operating as Savant Wealth Management) is a fee-only, fiduciary wealth management firm offering a unified platform of financial services. The core offering consists of Comprehensive Wealth Management, which integrates investment management, financial planning, tax advisory, estate planning, trust services, and family office support. Additional specialized services include company retirement plan services and the Ideal Futures Financial Health Assessment tool. The firm serves individuals, families, businesses, and institutions, positioning itself as a full-service wealth management provider.
Differentiator
Problem solved
Functional benefit
Products and services
- Comprehensive Wealth Management A holistic wealth management service combining investments, tax planning, estate strategy, and financial planning into a unified approach for individuals, families, and institutions.
- Investment Management Professional investment guidance and portfolio management services focused on growing and protecting client assets.
- Financial Planning Strategic financial planning services to help clients navigate life transitions and achieve their financial goals.
- Tax Advisory & Preparation Tax planning and preparation services designed to minimize tax burden and optimize after-tax wealth.
- Accounting & Consulting Services Business accounting and consulting services for clients with complex financial needs.
- Trust Services Trust management and fiduciary services to help clients protect and transfer wealth.
- Family Office Services Comprehensive family office services providing integrated financial oversight for high-net-worth families.
- Company Retirement Plan Services 401(k) and retirement plan services for businesses to help employees save for retirement.
- Estate Planning & Wealth Transfer Estate planning services to help clients structure wealth transfer to beneficiaries.
Companies that use Bridgeworth Wealth Management
Customer profileNamed customers1 record
Segments5 records
Ideal customer profiles5 records
Bridgeworth Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Bridgeworth Wealth Management partnerships and signals
Strategic signalScale indicators5 records
Recent moves5 records
Expansion highlights5 records
Bridgeworth Wealth Management competitors and assessment
Company assessmentDirect peers
- Creative Planning: One of the largest U.S. fee-only RIAs serving HNW individuals and families with comprehensive wealth management, tax, and estate services. Highly comparable in scale, fee-only fiduciary model, and integrated service stack including family office capabilities.
- Mariner Wealth Advisors: National RIA providing wealth advisory, tax, estate, and family office services to HNW clients. Comparable in scale, full-service offering, and PE-backed inorganic growth strategy.
- Focus Financial Partners: Leading RIA aggregator and wealth management partner with a national network of fiduciary-focused firms serving HNW clients. Comparable in advisor acquisition model and HNW service breadth.
- Carson Group: RIA platform serving independent financial advisors with wealth management, technology, and business consulting support. Comparable as a growing, advisor-centric RIA with integrated tech platform and HNW focus.
- Bessemer Trust: Specialty wealth and investment management firm focused on HNW/UHNW families with deep trust, estate, and family office capabilities. Comparable in fiduciary model and HNW/UHNW service depth.
- Glenmede: Wealth management and investment advisory firm serving HNW families, endowments, and foundations with a fee-only fiduciary model. Comparable in trust/fiduciary orientation and HNW/UHNW client focus.
- Edelman Financial Engines: Large national RIA providing wealth management and financial planning to HNW households and corporate retirement plans. Comparable in fee-only model, HNW focus, and 401(k) services.
Broad incumbents
- Cetera Financial Group: Multi-channel wealth management firm serving advisors and HNW clients through broker-dealer and RIA channels. Broader and more diversified than Bridgeworth/Savant, but overlapping in HNW advisory and retirement plan services.
- Charles Schwab Wealth Advisory: Large incumbent brokerage and registered investment advisor serving mass-affluent through UHNW clients with wealth advisory, Schwab Private Client, and 401(k) services. Competes on scale, brand, and integrated custody, though less specialized in HNW family office.
Emerging players
- Russell Investments: Global investment solutions firm with growing U.S. wealth-management footprint serving HNW and institutional clients. Adjacent in investment management and advisory, with growing focus on the HNW advisor channel relevant to Bridgeworth/Savant.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Bridgeworth Wealth Management social profiles
Digital presenceBridgeworth Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Bridgeworth Wealth Management leadership team
Management profileNumber of profiles
Bridgeworth Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Bridgeworth Wealth 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 Bridgeworth Wealth Management
What does Bridgeworth Wealth Management do?
Bridgeworth Wealth Management (operating in association with Savant Wealth Management) is a fee-only, fiduciary wealth management firm that provides comprehensive wealth management services combining investment management, financial planning, tax advisory, estate planning, trust services, and family office support for individuals, families, businesses, and institutions.
Is Bridgeworth Wealth Management a public or private company?
Bridgeworth Wealth Management is a private company. It is classified as management employee owned and is currently operating.
When was Bridgeworth Wealth Management founded?
Bridgeworth Wealth Management was founded in 2008. It employs 101 to 250 people.
Where is Bridgeworth Wealth Management based?
Bridgeworth Wealth Management is headquartered in Rockford, United States, in the North America region.
How does Bridgeworth Wealth Management make money?
One revenue line is on record: wealth Management Advisory Services.
Who are Bridgeworth Wealth Management's main competitors?
Direct peers on record are Creative Planning, Mariner Wealth Advisors, Focus Financial Partners, Carson Group, Bessemer Trust, Glenmede and Edelman Financial Engines. Broad incumbents are Cetera Financial Group and Charles Schwab Wealth Advisory. Russell Investments is listed as an emerging player.
Does Bridgeworth Wealth Management have an API?
No public API is recorded for Bridgeworth Wealth Management.
What industry is Bridgeworth Wealth Management in?
Bridgeworth Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAF, Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight), with a secondary code of FSAEAKAF, Family Office Trust & Fiduciary Services. Its NAICS code is 523991.