A complete list of active advisors currently associated with Savant Wealth Management
Warmer can help you find a great advisor at Savant Wealth Management or one who fits your needs even better.
Savant Wealth Management serves individuals, families, pension and profit‑sharing plans, charitable organizations, corporations, and high‑net‑worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm also delivers related implementation services through affiliated entities, including accounting and business advisory (SABA), an affiliated law firm (Savant Legal), and trust services under its Savant Private Trust arrangement. The firm’s investment approach blends evidence‑based, model‑driven asset allocation using mutual funds and ETFs with a suite of actively managed strategies and sub‑advised mandates. Savant’s actively managed offerings can include individual equities, fixed‑income securities, options and derivative overlays, the use of margin or securities‑backed lines of credit, custom indexing, and a digital advice option through Betterment for Advisors, all overseen by an investment committee and periodic fiduciary reviews. Distinctive features include the firm’s scale — roughly $55.6 billion in AUM with about 397 advisors, yielding AUM per advisor above $200 million, a relatively uncommon level that supports broader in‑house capabilities and centralized resources. Savant’s branded divorce transition program (Wife2CFO), its integrated accounting and legal affiliates, private trust operations, and placement/cash‑depository relationships are notable operational differentiators that can affect service delivery and create potential conflicts of interest to consider.
To learn more about the advisors currently working at Savant Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Savant Wealth Management's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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