Savant Investment Advisers, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Homewood, IL. Its latest Form ADV filing, dated February 4, 2026, reports $163M in regulatory assets under management, 3 employees, 1 office, and 439 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.2% of total clients.
Top client categories% of clientsClients
1
Individuals
71.2%
210
2
HNWI
22.7%
67
3
Pension Plans
3.4%
10
4
Irrevocable Trusts/Estates
2.7%
8
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$163Mas of February 4, 2026
Discretionary93.5%
$152M
94% of total RAUM93.5%
Non-discretionary6.5%
$11M
6% of total RAUM6.5%
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$163M
Total Accounts439
10Y AUM Change+$25M (+18.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee98:1
10Y Employee Change-1 (-25.0%)
* 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.