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.
The Rockford headquarters serves as the central hub for strategic leadership, core operations, investment research, compliance, and client service support for the entire firm.
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.
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.
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.
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.
190 Buckley Drive
Rockford
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.
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.
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.
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.
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As of April 2025, Savant Wealth Management' leadership includes:
Savant Wealth Management has been backed by several prominent investors over the years, including:
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.
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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
Business Wire • February 27, 2024
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.com • October 3, 2023
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 Newswire • July 11, 2023
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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