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Savant Wealth Management

Rockford, Illinois

Website:

savantwealth.com

107271

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Rockford, Illinois

Website:

savantwealth.com

Leadership Interview

Company Details

Approximate AUM

$30,640,311,299

Fee model

Fee Only Strict

Number of employees

632

Custodians

Schwab

Fidelity

Raymond James

Description

For more than 30 years, Savant Wealth Management has provided wise counsel to individuals, families, and businesses. As a fee-only, independent RIA firm, it offers investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. Through its affiliate, Savant Tax & Consulting, the firm also provides corporate accounting, tax preparation, payroll, and consulting services. As of April 30, 2025, Savant managed approximately $30.64 billion in assets and advised on an additional $1.26 billion in assets.

Locations

8401 Greenway Blvd Ste 212 Middleton WI 53562

Private Residence Wentzville MO

9161 Liberia Ave Ste 100 Manassas VA 20110

8350 S Emerson Ave Ste 140 Indianapolis IN 46237

80 William St Ste 260 Wellesley Hills MA 2481

7308 N Willow Lake Ct Peoria IL 61614

609 Treybourne Dr Ste B Greenwood IN 46142

4040 N Lincoln Ave Chicago IL 60618

475 Half Day Rd Ste 210 Lincolnshire IL 60069

5151 Mochel Dr Ste 301 Downers Grove IL 60515

3810 Governors Dr NW Ste 100 Huntsville AL 35805

400 Northridge Rd Atlanta GA 30350

400 Northridge Rd Ste 350 Atlanta GA 30350

3810 Governors Dr NW Unit 100 Huntsville AL 35805

3655 Rte 202 Ste 140 Doylestown PA 18902

2315 E Empire St Ste 2 Bloomington IL 61704

301 N Broad St Clinton SC 29325

2225 Mormon Trek Blvd Iowa City IA 52246

221 W Philadelphia St Ste 303 York PA 17401

221 3rd Ave SE Ste 215 Cedar Rapids IA 52401

220 Beiser Blvd Dover DE 19904

200 W Madison St Ste 2601 Chicago IL 60606

1869 Charter Ln Ste 302 Lancaster PA 17601

218 S Main St Ste A Plymouth MI 48170

1945 Old Gallows Rd Ste 505 Vienna VA 22182

190 Buckley Dr Rockford IL 61107

1730 Park St Ste 100 Naperville IL 60563

1300 Hwy A1A Ste 103 Satellite Beach FL 32937

150 Washington Ave Ste 201 Santa Fe NM 87501

1226 Briargate Cir Columbia SC 29210

1200 John Q Hammons Dr Madison WI 53717

1200 John Q Hammons Dr Ste 101A Madison WI 53717

1200 John Q Hammons Dr Ste 101 Madison WI 53717

1011 Loras Dr Ste B Freeport IL 61032

1200 Broadcasting Rd Ste 100 Reading PA 19610

118 Carlisle St Ste 301 Hanover PA 17331

101 25th St N Ste 100 Birmingham AL 35203

1000 Skokie Blvd Wilmette IL 60091

1000 Skokie Blvd Ste 100 Wilmette IL 60091

Services Offered

Financial Planning

Portfolio Management

Estate Planning

Insurance

Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Executive Compensation Planning

Family Office Services

Exit Planning / Investment Banking Services

Corporate Trustee Services

Recent News

Savant Wealth Management: Seeking Broad Market Exposure

Gina M. Beall, director of investment research with the firm, talks about why Savant stays away from concentrated portfolios.

Savant Wealth Management to Buy $2.2B Bridgeworth Wealth Management

With its eighth deal of year, Savant will have added more than $8 billion in 2023 as the firm seeks to more than triple assets over the next four years.

Making the Biggest Pie: Inside Savant Wealth Management’s Mission to 10x Business by 2028

In this episode of "Growth Leaders of Wealth Management," we explore the ambitious mission of Savant Wealth Management to 10x their business, transform the lives of 1 million people and create 2,500 millionaire employees by 2028. Spearheaded by visionary Founder and CEO Brent Brodeski, Savant's journey is marked by a commitment to excellence and innovation in everything they do, and a willingness to think outside the box.

Savant Wealth Management Names Patrick Lawlor to Lead Mergers and Acquisitions

Savant Wealth Management announced that Patrick Lawlor, CFP®, CFA®, has joined the firm as Head of Mergers and Acquisitions. Lawlor most recently served as president and head of M&A at The Mather Group, LLC, an independent, fee-only wealth management firm headquartered in Chicago.

Savant Wealth Hires The Mather Group's Head of M&A

Savant Wealth Management has hired Patrick Lawlor as head of mergers and acquisitions in a bid to speed up the pace of the firm's growth.

Savant Brings In M&A Head From Mather Group To Accelerate Growth

Rockford, Ill.-based RIA Savant Wealth Management announced that it has added Patrick Lawlor as head of mergers and acquisitions. Lawlor, who holds both CFP and CFA marks, was most recently president and head of M&A at The Mather Group, a Chicago-based wealth management firm. In his new role at the $14.3 billion AUM RIA, he will work with Savant CEO Brent Brodeski to lead the firm’s inorganic growth efforts.

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video Overview

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

[Service]

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AUM Growth

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Technology

Overview

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

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Data Room

Investment Management

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Match confidence

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video Overview

Getting started

00:53

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Show your interest

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Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Executive Compensation Planning

Family Office Services

Exit Planning / Investment Banking Services

Corporate Trustee Services

Savant Wealth Management

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Savant Wealth Management's Ideal Partner

Company Videos

Ready to show your interest to the buyer?

Savant Wealth Management

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Savant Wealth Management's Ideal Partner

Company Videos

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