Savant Wealth Management is an SEC registered investment adviser organized as a limited liability company founded in 1986 with a primary office location in Rockford, IL. Its latest Form ADV filing, dated April 30, 2026, reports $49.6B in regulatory assets under management, 659 employees, 65 offices, and 88,536 accounts.
Top client segmentIndividuals represent 68.9% of total clients.
Top client categories% of clientsClients
1
Individuals
68.9%
16,128
2
HNWI
28.0%
6,555
3
Pension Plans
1.8%
432
4
Corporations
0.6%
133
5
Charitable
0.5%
111
Additional categories (<0.1%)
Government<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$49.6Bas of April 30, 2026
Discretionary99.1%
$49.1B
99% of total RAUM99.1%
Non-discretionary0.9%
$428M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$49.6B
Total Accounts88,536
10Y AUM Change+$44.9B (+961.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees659
Clients per Employee36:1
10Y Employee Change+523 (+384.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.