Savant Wealth Management

Registered investment advisor · Rockford, Illinois · CRD #107271

Assets Under Management

$38.1B

Client Accounts

67,922

Employees

659

CRD Number

107271

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc., National Financial Services Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Savant Wealth Management

Savant Wealth Management is an independent, fee-only registered investment advisory firm based in Rockford, Illinois. Founded in 1986, the firm has over 30 years of experience in providing comprehensive wealth management services. Led by CEO Brent R. Brodeski, Savant manages approximately $13.43 billion in assets for over 6,300 clients, including high-net-worth individuals and families. The firm operates from multiple offices across several states, emphasizing fiduciary duty and a commitment to

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Savant Wealth Management

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Frequently Asked Questions

What is Savant Wealth Management's AUM?

Savant Wealth Management reports approximately $38.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Savant Wealth Management headquartered?

Savant Wealth Management is headquartered in Rockford, Illinois.

What is Savant Wealth Management's CRD number?

Savant Wealth Management's CRD number is 107271. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.