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Financial ADVSR advisor directory · SEC adviser records

Savant Wealth Management financial advisors in Huntersville, NC

Every SEC-registered investment adviser representative at a Savant Wealth Management office in Huntersville, A to Z.

The short answer

6 registered advisors work at Savant Wealth Management in Huntersville, out of 370 at the firm nationwide; it ranks number 12 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Savant Wealth Management advisors in Huntersville, A to Z

Every Savant Wealth Management advisor →

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 4Chicago, IL 4Oklahoma City, OK 4

Other firms in Huntersville

All Huntersville advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 37Strategic Advisers LLC 25Cornerstone Wealth 16Pfs Investments Inc. 11LPL Financial LLC 7A4 Wealth Advisors LLC 6LPL Enterprise, LLC 6Tiaa-Cref Individual & Institutional Services, LLC 5Ameriprise Financial Services, LLC 4Edward Jones 4Osaic Wealth, Inc. 4Wells Fargo Clearing Services, LLC 4

Questions

How many financial advisors does Savant Wealth Management have in Huntersville?

6 investment adviser representatives are registered at Savant Wealth Management offices in Huntersville, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 370 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Savant Wealth Management one of the largest advisor employers in Huntersville?

Savant Wealth Management ranks number 12 in Huntersville by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 37.

How do I check a Savant Wealth Management advisor in Huntersville?

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.