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RIA comparison · SEC Form ADV

IEQ Capital, LLC vs Savant Wealth Management

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

IEQ Capital, LLC is the larger of the two, with $57B in regulatory assets to $56B at Savant Wealth Management, 2% more than its rival, by their latest Form ADV filings. Savant Wealth Management reports more individual clients (23,288 vs 2,300), while IEQ Capital, LLC’s clients hold more on average (about $25 million each against $2.1 million). IEQ Capital, LLC is based in Foster City, California and Savant Wealth Management in Rockford, Illinois.

FigureIEQ Capital, LLCSavant Wealth Management
Regulatory AUM$57B$56B
National rank#18#19
HeadquartersFoster City, CaliforniaRockford, Illinois
Individual clients2,30023,288
High-net-worth clients2,3006,562
Average client assets$25 million$2.1 million
Accounts2,30981,840
Discretionary81% of AUM99% of AUM
Employees266659
Advisory staff193238
Clients per advisory employee1298
Offices2066
Form ADV filed2026-06-092026-07-30

IEQ Capital, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Savant Wealth Management

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Questions

Which is bigger, IEQ Capital, LLC or Savant Wealth Management?

IEQ Capital, LLC, with $57B in regulatory assets under management against $56B at Savant Wealth Management. Nationally they rank #18 and #19 among 5,657 independent wealth management RIAs.

How many clients do IEQ Capital, LLC and Savant Wealth Management have?

IEQ Capital, LLC reports 2,300 individual clients (2,300 high-net-worth) with 193 advisory employees; Savant Wealth Management reports 23,288 (6,562 high-net-worth) with 238 advisory employees.

How do IEQ Capital, LLC and Savant Wealth Management charge clients?

Only Savant Wealth Management lists hourly charges on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do IEQ Capital, LLC and Savant Wealth Management offer?

They list the same advisory services on Form ADV: financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions; pension consulting; selecting other advisers; educational seminars and workshops.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: IEQ Capital, LLC ↗, Savant Wealth Management ↗. How to check a financial advisor →