Terry Lockridge & Dunn
Savant Wealth Management (formerly Terry Lockridge & Dunn) is a fee-only, fiduciary RIA providing comprehensive wealth management, tax, estate, and family office services to 24,000+ individuals, families, businesses, and institutions across 29 U.S. states.
- Company typePrivate
- Founded1986
- HeadquartersCedar Rapids, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Terry Lockridge & Dunn does
Terry Lockridge & Dunn, which now operates as Savant Wealth Management following a merger or acquisition, is a fee-only, fiduciary registered investment advisor founded in 1986 and headquartered in the United States. The firm delivers comprehensive wealth management services including investment management, financial planning, tax advisory and preparation, accounting and consulting, estate planning, trust services, family office services, and company retirement plan services. As of 06/30/2026, the firm operates 70 offices across 29 U.S. states, serves 24,000+ clients, manages $55.7B in assets under management and $1.5B in assets under advisement (totaling $57.2B), and is owned by 297 employee member-owners.
The firm's go-to-market is advisor-led and direct, combining in-person meetings across a multi-state office network with virtual and phone-based advisory services. Specialized segments include individuals and families, businesses, technology professionals, public company executives, university faculty and physicians, and individuals navigating divorce or spouse loss. Pricing is not publicly disclosed but follows a fee-only, subscription-style annual billing model on assets under management. Distribution is supported by an integrated marketing program spanning content, webinars, video, a referral program, and a self-service client portal with 401(k) access.
Underlying the advisor-facing operations is WiseOS, an AI-powered wealth management operating system designed to integrate investment, tax, and estate workflows across the firm. The platform is positioned as a differentiator for interoperability rather than a standalone AI product. The firm monetizes primarily through recurring advisory and management fees, with no third-party disclosed revenue, funding rounds, or external private equity backing indicated in the source data.
Terry Lockridge & Dunn firmographics
Firmographics- Name
- Terry Lockridge & Dunn
- Legal name
- Savant Wealth Management
- Website
- https://tld-inc.com
- Company type
- Private
- Founded year
- 1986
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Savant Wealth Management (formerly Terry Lockridge & Dunn) is a fee-only, fiduciary RIA providing comprehensive wealth management, tax, estate, and family office services to 24,000+ individuals, families, businesses, and institutions across 29 U.S. states.
- Ownership category
- akta.pro rank
Terry Lockridge & Dunn 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
- Digital/Hybrid Robo-Wealth & Retirement Advisory (FSAEABAK), Trust & Estate Tax Planning & Compliance (FSAEAKAE), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
Keywords
Where Terry Lockridge & Dunn is headquartered
LocationHeadquarters
- HQ city
- Cedar Rapids
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Terry Lockridge & Dunn business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Advisory and Management Fees: Fee-only fiduciary wealth management services providing investment guidance, financial planning, tax and business consulting, estate planning, trust services, and family office support. The firm operates as a fee-only registered investment advisor (RIA), committing to putting client interests first.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Comprehensive wealth management services |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
Terry Lockridge & Dunn product offering
Product offeringCore offering
Terry Lockridge & Dunn provides tax, accounting and consulting services to clients as part of the broader Savant Wealth Management platform. The firm also delivers comprehensive wealth management including investment guidance, financial planning, tax advisory, estate planning, trust services, and family office support, delivered through a fee-only fiduciary model.
Differentiator
Problem solved
Functional benefit
Products and services
- Comprehensive Wealth Management Integrated wealth management service combining investment guidance, financial planning, tax advisory, estate planning, trust services, and family office support for individuals, families, and institutions.
- Investment Management Discretionary investment advisory services providing portfolio construction and ongoing investment guidance for client assets.
- Financial Planning Financial planning services covering retirement planning, goal-based planning, cash flow management, and other planning disciplines for individuals and families.
- Tax Advisory & Preparation Tax advisory and preparation services for individuals and businesses, integrated with the firm's overall wealth management approach.
- Accounting & Consulting Services Accounting and business consulting services for business owners and individuals, including business advisory and exit planning support.
- Trust Services Trust services supporting estate planning, wealth transfer, and trust administration for high-net-worth clients and families.
- Family Office Services Family office services providing consolidated wealth management, reporting, and administrative support for high-net-worth families.
- Company Retirement Plan Services Retirement plan design, administration, and advisory services for employer-sponsored plans such as 401(k) programs.
- Estate Planning & Wealth Transfer Estate planning and wealth transfer services, including strategy design and coordination with trusts and tax planning.
Quantifiable outcome
- $57.2B in client assets under management and advisement
- +3 more outcomes
Companies that use Terry Lockridge & Dunn
Customer profileNamed customers6 records
Segments5 records
Ideal customer profiles5 records
Terry Lockridge & Dunn technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Terry Lockridge & Dunn partnerships and signals
Strategic signalScale indicators5 records
Recent moves5 records
Expansion highlights5 records
Terry Lockridge & Dunn competitors and assessment
Company assessmentBroad incumbents
- Hightower Advisors: PE-backed RIA platform serving high-net-worth individuals and institutions through a national network of advisor teams. Comparable in scale and HNW focus, though structured as a partnership-of-partnerships roll-up.
- Edelman Financial Engines: Large national RIA combining traditional wealth management with workplace retirement plan advisory. Comparable in fee-only fiduciary structure and broad U.S. reach, though with a stronger 401(k) tilt.
- Commonwealth Financial Network: Private broker-dealer and RIA supporting independent advisors with comprehensive wealth management, planning, and investment solutions. Comparable in private, advisor-focused distribution model.
- Focus Financial Partners: Public RIA partnership platform supporting a network of independent advisory firms. Operates at greater scale than Savant and offers a competitive partner-firm model for advisors considering affiliation.
- Fisher Investments: Large private investment management firm serving high-net-worth and institutional clients. Comparable in scale and private/employee-influenced ownership, though more concentrated in discretionary portfolio management.
Direct peers
- Mercer Advisors: National RIA focused on comprehensive wealth management, tax planning, estate, and family office services. Direct competitor in the HNW/mass-affluent wealth advisory space with similar multi-office national distribution.
- Carson Group: Wealth management firm serving financial advisors and their clients with investment, planning, tax, and business consulting services. Comparable in advisor-centric delivery model and expanding national presence.
- Mariner Wealth Advisors: Large national fee-based RIA offering comprehensive wealth planning, investment management, tax, estate, and family office services. Highly comparable in scale, service breadth, and multi-office U.S. footprint.
- Creative Planning: Fee-only RIA providing investment management, financial planning, tax, and estate services to individuals and businesses. Comparable in fiduciary model, service breadth, and growing national office footprint.
Emerging players
- Personal Capital (now Empower Personal Dashboard): Hybrid digital wealth management platform combining robo-tools with human advisors. Operates at materially smaller AUM than Savant but competes for the same mass-affluent and HNW client with a tech-led delivery model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Terry Lockridge & Dunn social profiles
Digital presenceTerry Lockridge & Dunn financial estimates
Financial estimateRevenue estimate
Valuation estimate
Terry Lockridge & Dunn leadership team
Management profileNumber of profiles
Terry Lockridge & Dunn funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Terry Lockridge & Dunn 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 Terry Lockridge & Dunn
What does Terry Lockridge & Dunn do?
Terry Lockridge & Dunn provides tax, accounting and consulting services to clients as part of the broader Savant Wealth Management platform. The firm also delivers comprehensive wealth management including investment guidance, financial planning, tax advisory, estate planning, trust services, and family office support, delivered through a fee-only fiduciary model.
Is Terry Lockridge & Dunn a public or private company?
Terry Lockridge & Dunn is a private company. It is classified as management employee owned and is currently operating.
When was Terry Lockridge & Dunn founded?
Terry Lockridge & Dunn was founded in 1986. It employs 11 to 50 people.
Where is Terry Lockridge & Dunn based?
Terry Lockridge & Dunn is headquartered in Cedar Rapids, United States, in the North America region.
How does Terry Lockridge & Dunn make money?
One revenue line is on record: advisory and Management Fees.
Who are Terry Lockridge & Dunn's main competitors?
Broad incumbents on record are Hightower Advisors, Edelman Financial Engines, Commonwealth Financial Network, Focus Financial Partners and Fisher Investments. Direct peers are Mercer Advisors, Carson Group, Mariner Wealth Advisors and Creative Planning. Personal Capital (now Empower Personal Dashboard) is listed as an emerging player.
Does Terry Lockridge & Dunn have an API?
No public API is recorded for Terry Lockridge & Dunn.
What industry is Terry Lockridge & Dunn in?
Terry Lockridge & Dunn'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 FSAEABAK, Digital/Hybrid Robo-Wealth & Retirement Advisory. Its NAICS code is 523940 and its SIC code is 6282.