Grand Capital Advisors
Savant Wealth Management (operating as Grand Capital Advisors) is a fee-only fiduciary RIA founded in 1986, managing $57.2B across 24,000+ clients via 70 offices in 28 states, serving HNW individuals, families, executives, and specialty segments.
- Company typePrivate
- Founded1986
- HeadquartersGrand Blanc, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Grand Capital Advisors does
Savant Wealth Management, the operating entity behind the Grand Capital Advisors domain (grandcapadvisors.com redirects to savantwealth.com), is a fee-only fiduciary Registered Investment Advisor founded in 1986 with approximately 40 years of operating history. The firm manages $55.7 billion in assets under management and $1.5 billion in assets under administration, totaling $57.2 billion in client assets across 24,000+ client relationships. It operates through 70 offices in 28 states and is structured as an employee-owned firm with 297 employee member-owners, aligning advisor incentives with long-term client outcomes.
The firm delivers a fully integrated wealth management platform spanning investment management, comprehensive financial planning, tax advisory, accounting and consulting, trust services, family office services, company retirement plan services, and estate planning. Client segments include individuals and families, business owners, executives, technology professionals, university faculty/physicians/administrators, and individuals navigating divorce or spouse loss. The proprietary WiseOS technology platform underpins operations and supports the firm's stated AI strategy, though specific AI capabilities are not disclosed in detail.
Savant earns revenue primarily through recurring advisory fees on assets under management, supplemented by fees on tax, accounting, consulting, trust, and family office engagements. The model is recurring, contractually anchored, and tied to long-tenured HNW client relationships. Independent third-party recognition includes the #12 ranking on Barron's 2025 Top 100 RIA Firms, the #5 ranking on Financial Planning's 2025 Top 20 RIAs, and three consecutive years on the Inc. 5000 list of fastest-growing private companies.
Grand Capital Advisors firmographics
Firmographics- Name
- Grand Capital Advisors
- Legal name
- Savant Wealth Management
- Website
- https://grandcapadvisors.com
- Company type
- Private
- Founded year
- 1986
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Savant Wealth Management (operating as Grand Capital Advisors) is a fee-only fiduciary RIA founded in 1986, managing $57.2B across 24,000+ clients via 70 offices in 28 states, serving HNW individuals, families, executives, and specialty segments.
- Ownership category
- akta.pro rank
Grand Capital Advisors industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Fee-Only Advisory (FSAEAAAL)
- akta.pro secondary industries
- Personal Trust & Fiduciary Administration (FSAEAKAA), Family Office Trust & Fiduciary Services (FSAEAKAF), Trust & Estate Tax Planning & Compliance (FSAEAKAE)
Keywords
Where Grand Capital Advisors is headquartered
LocationHeadquarters
- HQ city
- Grand Blanc
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Grand Capital Advisors 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 AUM/AUA Fees: Fee-only fiduciary firm charging fees for comprehensive wealth management services. As a Registered Investment Advisor (RIA), the firm likely charges fees based on assets under management (AUM) and/or assets under advisement (AUA). The firm manages $57.2B in client assets consisting of $55.7B AUM and $1.5B AUA as of 06/30/2026.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Comprehensive wealth management services for individuals, families, and institutions |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels10 records
Grand Capital Advisors product offering
Product offeringCore offering
Fee-only fiduciary wealth management firm providing comprehensive, integrated services including investment management, financial planning, tax advisory and preparation, accounting and business consulting, trust services, estate planning and wealth transfer, family office services, and company retirement plan advisory. Services are delivered through 70 offices across 28 states plus virtual advisory channels by an in-house team of advisors.
Product overview
Savant Wealth Management is a fee-only, fiduciary wealth management firm offering a comprehensive suite of financial services through an integrated platform-plus-advisor model. The core portfolio includes Comprehensive Wealth Management, Investment Management, Financial Planning, Tax Advisory & Preparation, Accounting & Consulting Services, Trust Services, and Estate Planning & Wealth Transfer. The firm differentiates through Family Office Services for high-net-worth clients and Company Retirement Plan Services for businesses. Their technology offering centers on WiseOS, a proprietary AI-powered operating system platform. Client-facing digital tools include the Ideal Futures Financial Health Assessment, 401(k) Access Portal, and the Wise Counsel advisor team brand. Services are delivered through a network of 70+ offices across 30 states with 297 employee member-owners.
Differentiator
Problem solved
Functional benefit
Products and services
- Comprehensive Wealth Management
Quantifiable outcome
- $57.2B client assets under management and advisement
- +2 more outcomes
Companies that use Grand Capital Advisors
Customer profileNamed customers5 records
Segments6 records
Ideal customer profiles4 records
Grand Capital Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Grand Capital Advisors partnerships and signals
Strategic signalScale indicators8 records
Recent moves6 records
Expansion highlights5 records
Grand Capital Advisors competitors and assessment
Company assessmentDirect peers
- Edelman Financial Engines: Large fee-only RIA combining traditional advisor-led wealth management with digital advice capabilities. Comparable to Savant in scale, AUM-based fee model, and broad US retail/HNW client base.
- Wilmington Trust: Private wealth management and trust services provider serving high-net-worth families and institutions. Comparable to Savant's trust services and estate planning capabilities, with similar fiduciary structure.
- Fisher Investments: Large private RIA managing portfolios for high-net-worth and institutional clients. Comparable to Savant on fee-based AUM model, fiduciary positioning, and large-scale private ownership structure.
- Mariner Wealth Advisors: Independent, fee-only RIA providing wealth advisory, tax, estate, and family office services. Closely comparable to Savant on business model, integrated service stack, and large multi-office US footprint.
- Mercer Advisors: Fee-only national RIA providing wealth management, tax, estate, and retirement plan services. Strong overlap with Savant on integrated services, multi-state footprint, and acquisition-driven growth model.
- Bessemer Trust: Private multi-family office offering investment management, trust, estate, and family office services to ultra-high-net-worth families. Comparable to Savant's premium/premium family office offerings and integrated wealth services.
- Carson Group: National network of fiduciary wealth management firms serving individuals and businesses. Closely comparable to Savant's advisor-led, fee-based model and ongoing acquisition-driven growth strategy.
- Creative Planning: Fee-only RIA offering comprehensive wealth management, tax, and estate planning to high-net-worth clients. Among the largest US RIAs with comparable multi-state footprint and recurring AUM fee model — directly comparable to Savant on scale, service mix, and target client.
Broad incumbents
- Northwestern Mutual Wealth Management: Large established financial services firm with wealth management arm serving individuals and businesses. Comparable to Savant on integrated wealth/tax/estate services but operates within a broader insurance-led portfolio.
- Charles Schwab Wealth Advisory: Schwab's wealth advisory offering leverages its custody platform to provide managed portfolios to mass-affluent and HNW clients. Adjacent competitor to Savant on fee-based advisory but with scale, technology, and custody advantages.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Grand Capital Advisors social profiles
Digital presenceGrand Capital Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Grand Capital Advisors leadership team
Management profileNumber of profiles
Grand Capital Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Grand Capital 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 Grand Capital Advisors
What does Grand Capital Advisors do?
Fee-only fiduciary wealth management firm providing comprehensive, integrated services including investment management, financial planning, tax advisory and preparation, accounting and business consulting, trust services, estate planning and wealth transfer, family office services, and company retirement plan advisory. Services are delivered through 70 offices across 28 states plus virtual advisory channels by an in-house team of advisors.
Is Grand Capital Advisors a public or private company?
Grand Capital Advisors is a private company. It is classified as management employee owned and is currently operating.
When was Grand Capital Advisors founded?
Grand Capital Advisors was founded in 1986. It employs 1 to 10 people.
Where is Grand Capital Advisors based?
Grand Capital Advisors is headquartered in Grand Blanc, United States, in the North America region.
How does Grand Capital Advisors make money?
One revenue line is on record: wealth Management AUM/AUA Fees.
Who are Grand Capital Advisors's main competitors?
Direct peers on record are Edelman Financial Engines, Wilmington Trust, Fisher Investments, Mariner Wealth Advisors, Mercer Advisors, Bessemer Trust, Carson Group and Creative Planning. Broad incumbents are Northwestern Mutual Wealth Management and Charles Schwab Wealth Advisory.
Does Grand Capital Advisors have an API?
No public API is recorded for Grand Capital Advisors.
What industry is Grand Capital Advisors in?
Grand Capital Advisors's product category is Wealth Management Services. Its primary akta.pro industry code is FSAEAAAL, Fee-Only Advisory, with a secondary code of FSAEAKAA, Personal Trust & Fiduciary Administration. Its NAICS code is 523940 and its SIC code is 6282.