Wealth manager, independent · Rockford, IL
Savant Wealth Management
Savant Capital, LLC · SEC-registered investment adviser · CRD 107271 · SEC 801-43144
At a glance
Savant Wealth Management is an SEC-registered investment adviser based in Rockford, Illinois, with $56B in regulatory assets under management as of its Form ADV filed July 30, 2026. It reports 23,288 individual clients, 6,562 of them high-net-worth, holding an average of about $2.1 million each, and 659 employees. That ranks it 19th among the nation’s 5,657 independent wealth management RIAs and 4th of 226 in Illinois. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Up $6.0B from $50B in its previous filing; rank 22 → 19. This month’s movers →
Main office 815-227-0300savantwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $56B
- Rank among independent wealth managers
- #19 of 5,657
- Rank among all SEC RIAs
- #400 of 17,210
- Rank in Illinois
- #4 of 226
- Individual clients
- 23,288
- High-net-worth clients
- 6,562
- Accounts
- 81,840
- Discretionary
- 99% of AUM
- Employees
- 659
- Advisory staff
- 238
- Offices
- 66
Owners and executives on its Form ADV
- Brent R. BrodeskiFounder & Chief Executive Officer
- Lavonne L. BrownChief Marketing & Communications Officer
- Kevin M. HrdlickaHead of Wealth
- Robert E. MorrisonChief Experience Officer
- Margaret M. BaerChief Compliance Officer
- Patrick E. LawlorHead of Mergers and Acquisitions
- Charles Z. IveyChief Investment Officer
- Ahmed S. HassaneinChief Financial Officer
- Padmanabhan PerumalChief Operating Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Savant Wealth Management reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 6,562 | $33B | 60% |
| Individuals | 16,726 | $16B | 28% |
| Other investment advisers | 34 | $3.3B | 6% |
| Pension and profit sharing plans | 472 | $2.1B | 4% |
| Corporations or other businesses | 128 | $600M | 1% |
| Charitable organizations | 110 | $477M | <1% |
| State or municipal government entities | 2 | $65M | <1% |
Disciplinary disclosures
Savant Wealth Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
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
Form ADV and brochures on the SEC’s adviser search ↗savantwealth.com ↗Savant Wealth Management news and profile →
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The full record on Savant Wealth Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 82 peers of its type and size
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- Owners and executives, with titles and stakes
- 9 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Illinois
All of Illinois →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Hightower Advisors, LLCChicago | $199B | 62,807 |
| Cresset Asset Management, LLCChicago | $79B | 4,746 |
| CIBC Private Wealth Advisors, Inc.Chicago | $68B | 8,083 |
| Choreo, LLCRockford | $19B | 6,794 |
| The Mather Group, LLCChicago | $13B | 4,773 |
| Curi Capital, LLCChicago | $12B | 2,865 |
Compare Savant Wealth Management with
- Savant Wealth Management vs Private Advisor Group, LLC $58B · Morristown, NJ
- Savant Wealth Management vs IEQ Capital, LLC $57B · Foster City, CA
- Savant Wealth Management vs Beacon Pointe Advisors, LLC $55B · Newport Beach, CA
- Savant Wealth Management vs MAI Capital Management, LLC $52B · Cleveland, OH
- Savant Wealth Management vs CIBC Private Wealth Advisors, Inc. $68B · Chicago, IL
Background
Questions
How much does Savant Wealth Management manage?
Savant Wealth Management reports $56B in regulatory assets under management across 81,840 accounts, 99% of it on a discretionary basis, on its Form ADV filed July 30, 2026.
How many clients does Savant Wealth Management have?
It reports 23,288 individual clients: 6,562 high-net-worth individuals and 16,726 other individuals. Individuals account for about 88% of its regulatory assets.
Where is Savant Wealth Management headquartered?
Its main office is in Rockford, Illinois. It reports 66 offices in total and 659 employees, 238 of whom perform investment advisory functions.
How does Savant Wealth Management charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Savant Wealth Management use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed July 30, 2026, it reports these amounts held: Charles Schwab ($29B); Fidelity ($5.7B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Savant Wealth Management a hybrid RIA with a broker-dealer?
Savant Wealth Management reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Savant Wealth Management a fiduciary?
As an SEC-registered investment adviser, Savant Wealth Management owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Savant Wealth Management’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). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →