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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

Savant Wealth Management vs Beacon Pointe Advisors, LLC

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

The short answer

Savant Wealth Management is the larger of the two, with $56B in regulatory assets to $55B at Beacon Pointe Advisors, LLC, 1% more than its rival, by their latest Form ADV filings. Beacon Pointe Advisors, LLC reports more individual clients (29,565 vs 23,288), while Savant Wealth Management’s clients hold more on average (about $2.1 million each against $1.7 million). Savant Wealth Management is based in Rockford, Illinois and Beacon Pointe Advisors, LLC in Newport Beach, California.

FigureSavant Wealth ManagementBeacon Pointe Advisors, LLC
Regulatory AUM$56B$55B
National rank#19#20
HeadquartersRockford, IllinoisNewport Beach, California
Individual clients23,28829,565
High-net-worth clients6,56211,482
Average client assets$2.1 million$1.7 million
Accounts81,84029,892
Discretionary99% of AUM92% of AUM
Employees659780
Advisory staff238440
Clients per advisory employee9867
Offices6690
Form ADV filed2026-07-302026-08-31

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

Beacon Pointe Advisors, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Educational seminars and workshops
  • Other services

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Performance-based fees

Questions

Which is bigger, Savant Wealth Management or Beacon Pointe Advisors, LLC?

Savant Wealth Management, with $56B in regulatory assets under management against $55B at Beacon Pointe Advisors, LLC. Nationally they rank #19 and #20 among 5,657 independent wealth management RIAs.

How many clients do Savant Wealth Management and Beacon Pointe Advisors, LLC have?

Savant Wealth Management reports 23,288 individual clients (6,562 high-net-worth) with 238 advisory employees; Beacon Pointe Advisors, LLC reports 29,565 (11,482 high-net-worth) with 440 advisory employees.

How do Savant Wealth Management and Beacon Pointe Advisors, LLC charge clients?

Only Beacon Pointe Advisors, LLC lists performance-based fees on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Savant Wealth Management and Beacon Pointe Advisors, LLC offer?

Beacon Pointe Advisors, LLC lists portfolio management for investment companies; portfolio management for pooled investment vehicles; other services, which Savant Wealth Management does not. Both offer 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: Savant Wealth Management ↗, Beacon Pointe Advisors, LLC ↗. How to check a financial advisor →