Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Savant Wealth Management financial advisors in New York

Every SEC-registered investment adviser representative at a Savant Wealth Management office in New York, by city and A to Z.

The short answer

5 registered advisors work at Savant Wealth Management in New York, out of 370 nationwide; it's the firm's number 22 state by advisors, and the most are in Corning (1). 3 list the CFP designation and 0 are also registered broker representatives.

Savant Wealth Management advisors by city in New York

Every firm in New York →

Corning 1New York 1

Savant Wealth Management advisors in New York, A to Z

Search by name →

Savant Wealth Management advisors in every state →Savant Wealth Management: assets, clients and custodians →Savant news and advisor moves →Advisor Moves: who changed firms this week →

Savant Wealth Management in other states

Illinois 221Massachusetts 23Alabama 19Pennsylvania 16Wisconsin 14Minnesota 8Rhode Island 6California 5Florida 5Georgia 5Iowa 5Texas 5Virginia 5Delaware 4Maine 4Michigan 4North Carolina 4Oklahoma 4

Questions

How many Savant Wealth Management financial advisors are in New York?

5 investment adviser representatives are registered at Savant Wealth Management offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 370 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in New York does Savant Wealth Management have the most advisors?

Corning, with 1, then New York (1). Savant Wealth Management has advisors in 2 cities in New York.

How do I check a Savant Wealth Management advisor in New York?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Savant Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.