Financial ADVSR advisor directory · SEC adviser records
Savant Wealth Management financial advisors in Chicago, IL
Every SEC-registered investment adviser representative at a Savant Wealth Management office in Chicago, A to Z.
The short answer
4 registered advisors work at Savant Wealth Management in Chicago, out of 370 at the firm nationwide; it ranks number 141 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Savant Wealth Management advisors in Chicago, A to Z
Every Savant Wealth Management advisor →- Stephen D. Cummings Jr.Chartered Financial Consultant
- Martin F. PerdouxCertified Financial Planner
- Kimberly RicheyCertified Financial Planner
- Anthony R. SpangenbergCertified Financial Planner, Chartered Financial Analyst
Savant Wealth Management advisors in every city and state →Savant Wealth Management: assets, clients and custodians →Savant news and advisor moves →Advisor Moves: who changed firms this week →
Savant Wealth Management advisors in other cities
Rockford, IL 200Middleton, WI 14Birmingham, AL 13Westwood, MA 13Lancaster, PA 7Lincolnshire, IL 7St Paul, MN 7Huntsville, AL 6Middletown, RI 6Atlanta, GA 5Satellite Beach, FL 5Woburn, MA 5Cedar Rapids, IA 4Huntersville, NC 4Oklahoma City, OK 4
Other firms in Chicago
All Chicago advisors →Morgan Stanley 557J.P. Morgan Securities LLC 549Hightower Advisors, LLC 448Merrill Lynch, Pierce, Fenner & Smith Incorporated 448William Blair 261Bankers Life Advisory Services, Inc. 229Nuveen Asset Management, LLC 219UBS Financial Services Inc. 173Neuberger Berman Bd LLC 108Wells Fargo Clearing Services, LLC 107LPL Financial LLC 104Strategic Advisers LLC 95
Questions
How many financial advisors does Savant Wealth Management have in Chicago?
4 investment adviser representatives are registered at Savant Wealth Management offices in Chicago, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 370 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Savant Wealth Management one of the largest advisor employers in Chicago?
Savant Wealth Management ranks number 141 in Chicago by registered advisors; Morgan Stanley has the most, with 557.
How do I check a Savant Wealth Management advisor in Chicago?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.