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Savant Wealth Management

Savant Wealth Management's Overview

Total employees468
HeadquartersRockford
Founded1986

Savant Wealth Management is an independent, fee-only, and employee-owned Registered Investment Advisor (RIA) firm dedicated to providing comprehensive financial planning, investment management, and wealth management services. They serve high-net-worth individuals, families, foundations, and retirement plans. Savant emphasizes a evidence-based, fiduciary approach, aiming to build long-term financial well-being for its clients through tailored strategies and a commitment to transparency.

Where is Savant Wealth Management's Headquarters?

Savant Wealth Management officeSavant Wealth Management officeSavant Wealth Management officeSavant Wealth Management office
*Images sourced via web search. Rights belong to original owners

HQ Function

The Rockford headquarters serves as the central hub for strategic leadership, core operations, investment research, compliance, and client service support for the entire firm.

Notable Features:

Modern office facilities designed to support a collaborative work environment and provide a welcoming space for client meetings. It likely incorporates technology infrastructure essential for a leading financial advisory firm.

Work Culture:

Savant promotes a culture of integrity, teamwork, client-first service, and continuous learning. Employees are encouraged to be proactive, thoughtful, and dedicated to achieving client goals.

HQ Significance:

The headquarters centralizes key decision-making and operational functions, ensuring consistent service quality, strategic alignment across its numerous office locations, and efficient management of the firm's growth.

Values Reflected in HQ: The headquarters likely reflects Savant's values of professionalism, stability, client trust, and a forward-thinking approach to wealth management.

Location:

Savant Wealth Management primarily operates within the United States, with numerous office locations across various states. While their physical presence is concentrated in the U.S., they may offer services to U.S. citizens living abroad or individuals with international financial considerations, typically managed from their U.S. offices. Their core focus is on the domestic U.S. wealth management market.

Street Address:

190 Buckley Drive

City:

Rockford

State/Province:

IL

Country:

USA

Savant Wealth Management's Global Presence

Naperville, IL/USA

Address: 1730 Park St., Suite 100, Naperville, IL 60563

Serves as a key location for client engagement and advisory services in a significant suburban economic hub, extending the firm's accessibility to affluent individuals and families in the region.

Chicago, IL/USA

Address: 200 S. Wacker Drive, Suite 800, Chicago, IL 60606

Establishes a strong presence in downtown Chicago, providing direct access to a diverse client base including professionals, executives, and business owners in one of the nation's largest financial markets.

McLean, VA/USA

Address: 1751 Pinnacle Drive, Suite 950, McLean, VA 22102

Serves affluent individuals, government contractors, and families in a key economic region on the East Coast, leveraging proximity to the nation's capital.

Phoenix, AZ/USA

Address: 2555 E. Camelback Road, Suite 520, Phoenix, AZ 85016

Expands Savant's reach into a growing Sun Belt market, catering to retirees, entrepreneurs, and professionals in Arizona.

Buying Intent Signals for Savant Wealth Management

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Savant Wealth Management

As of April 2025, Savant Wealth Management' leadership includes:

Brent Brodeski - Co-founder and Chief Executive Officer
Thomas Muldowney - Chief Investment Officer
Patrick Lawlor - Chief Financial Officer
Chris Walters - Chief Advisory Officer
Stacy Eckhardt - Chief Operating Officer

Investors of Savant Wealth Management

Savant Wealth Management has been backed by several prominent investors over the years, including:

Kelso & Company
The Cynosure Group
Savant Employee Owners

Executive New Hires/Exits in the Last 12 Months

Hire2
Exits0

Savant Wealth Management has made significant strategic additions to its executive team in the past year to support its growth trajectory and enhance its service offerings, particularly following its recapitalization.

New Appointments:

Patrick Lawlor, Patrick Lawlor appointed as new CFO to oversee financial strategy and support growth initiatives.
Chris Walters, Chris Walters joined as Chief Advisory Officer, focusing on advancing the firm's advisory platform and client service excellence.

Technology (Tech Stack) used by Savant Wealth Management

Discover the tools Savant Wealth Management uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Savant Wealth Management Email Formats and Examples

Savant Wealth Management likely utilizes common professional email formats. The most probable format is the first initial followed by the last name, or potentially the full first name followed by the last name.

flast@savantwealth.com

Format

jdoe@savantwealth.com

Example

85%

Success rate

News and media

Business WireFebruary 27, 2024

Savant Wealth Management Acquires Alabama-Based Bridgeworth Wealth Management

Savant Wealth Management announced its acquisition of Bridgeworth Wealth Management, an Alabama-based RIA with approximately $2.2 billion in AUM. This marks Savant's first acquisition of 2024 and its entry into Alabama....more

citywire.comOctober 3, 2023

Savant buys $2.6bn Indiana RIA in second deal since PE recap

Savant Wealth Management acquired Donaldson Capital Management, a $2.6 billion RIA based in Evansville, Indiana. This deal followed its acquisition of AMDG Financial and was the second major deal after its recapitalization by Kelso & Company and The Cynosure Group....more

PR NewswireJuly 11, 2023

Savant Wealth Management Announces Majority Investment from Kelso & Company and The Cynosure Group

Savant Wealth Management announced a significant majority investment from private equity firms Kelso & Company and The Cynosure Group. This partnership is aimed at accelerating Savant's growth, funding future acquisitions, and investing in technology and client services....more

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