Savant Wealth Management

Registered investment adviser · Rockford, IL · CRD #107271

Form ADV data as of 2026-09-01

Regulatory assets

$55.61 billion

Total accounts

81,840

Employees

659

Disclosure events

Firm details

Website: https://x.com/savantwealth
Telephone: 815-227-0300
SEC file number: 801-43144
Most recent Form ADV filing: 2026-07-30
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$55.00 billion
Non-discretionary regulatory assets under management	$607.7 million
Total regulatory assets under management	$55.61 billion
Discretionary accounts	81,490
Non-discretionary accounts	350
Total accounts	81,840
Regulatory assets under management attributable to non-U.S. persons	$41.8 million

People

Total employees (excluding clerical)	659
Employees performing investment advisory functions (including research)	238
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	313
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	11

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$13.86 billion
Clients for whom the firm has custody	9,501
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	158

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops

Affiliated related persons

Accountant or accounting firmLawyer or law firm

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients
Receives compensation from others for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	16,726	$15.67 billion
High net worth individuals	6,562	$33.43 billion
Pension and profit sharing plans (not the participants or government plans)	472	$2.11 billion
Charitable organizations	110	$476.9 million
State or municipal government entities (including government pension plans)	2	$64.9 million
Other investment advisers	34	$3.26 billion
Corporations or other businesses not listed above	128	$599.6 million