Savant Wealth Management
Rockford, IL·SEC-registered · CRD #107271
Savant Wealth Management is an SEC-registered investment advisory firm in Rockford, IL managing $50B across 89k client accounts, with 238 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$50B
Client accounts
89k
Advisory staff
238
Fee model
Fee-based
How Savant Wealth Management is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Savant Wealth Management
How much does Savant Wealth Management manage?
Per its most recent SEC Form ADV filing (04/30/2026), Savant Wealth Management reports $50B in regulatory assets under management across roughly 89k client accounts.
How does Savant Wealth Management charge?
Savant Wealth Management is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Savant Wealth Management a fiduciary?
Yes. Savant Wealth Management is registered with the U.S. Securities and Exchange Commission (CRD #107271), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Savant Wealth Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Savant Wealth Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Savant Wealth Management's public SEC Form ADV filing (CRD #107271, filed 04/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Savant Wealth Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Savant Wealth Management? Claim this profile.