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RIA comparison · SEC Form ADV

Savant Wealth Management vs MAI Capital Management, 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 $52B at MAI Capital Management, LLC, 7% more than its rival, by their latest Form ADV filings. Savant Wealth Management reports more individual clients (23,288 vs 15,740), while MAI Capital Management, LLC’s clients hold more on average (about $2.2 million each against $2.1 million). Savant Wealth Management is based in Rockford, Illinois and MAI Capital Management, LLC in Cleveland, Ohio.

FigureSavant Wealth ManagementMAI Capital Management, LLC
Regulatory AUM$56B$52B
National rank#19#21
HeadquartersRockford, IllinoisCleveland, Ohio
Individual clients23,28815,740
High-net-worth clients6,5624,902
Average client assets$2.1 million$2.2 million
Accounts81,84048,547
Discretionary99% of AUM68% of AUM
Employees659562
Advisory staff238230
Clients per advisory employee9868
Offices6630
Form ADV filed2026-07-302026-10-01

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

MAI Capital Management, 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
  • Other services

How it’s paid

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

Questions

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

Savant Wealth Management, with $56B in regulatory assets under management against $52B at MAI Capital Management, LLC. Nationally they rank #19 and #21 among 5,657 independent wealth management RIAs.

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

Savant Wealth Management reports 23,288 individual clients (6,562 high-net-worth) with 238 advisory employees; MAI Capital Management, LLC reports 15,740 (4,902 high-net-worth) with 230 advisory employees.

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

Only MAI Capital Management, LLC lists performance-based fees; other forms of compensation on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

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

Savant Wealth Management lists educational seminars and workshops, which MAI Capital Management, LLC does not. MAI Capital Management, 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.

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 ↗, MAI Capital Management, LLC ↗. How to check a financial advisor →