Savant Capital Management

Savant Capital Management (CRD# 107271) is a financial advisory firm headquartered in Rockford, IL. They manage $5,359,364,571 in 4,315 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,359
    MILLION
  • Total Number of Accounts
    4,315
    ACCOUNTS
  • Average Account Value
    $1,242,031
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Savant Capital Management
Showing 1 - 10 of 72 top financial advisors.
1
Matthew D. Armstrong
CRD#: 5917049
190 Buckley Drive, Rockford, IL 61107
96
Wealthminder
score

Matthew Armstrong (CRD# 5917049) is an Investment Advisor Representative working at Savant Capital Management in Rockford, IL and has over 7 years of experience in the finance industry. Matthew Armstrong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David F. Barton
CRD#: 1178191
190 Buckley Drive, Rockford, IL 61107
96
Wealthminder
score

David Barton (CRD# 1178191) is an Investment Advisor Representative working at Savant Capital Management in Rockford, IL and has over 34 years of experience in the finance industry.

3
Tracy S. Beard
CRD#: 4123807
190 Buckley Drive, Rockford, IL 61107
96
Wealthminder
score

Tracy Beard (CRD# 4123807) is an Investment Advisor Representative working at Savant Capital Management in Rockford, IL and has over 18 years of experience in the finance industry. Tracy Beard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Richard P. Bender
CRD#: 2202253
190 Buckley Drive, Rockford, IL 61107
96
Wealthminder
score

Richard Bender (CRD# 2202253) is an Investment Advisor Representative working at Savant Capital Management in Rockford, IL and has over 11 years of experience in the finance industry. Richard Bender has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Wendy M. Blair
CRD#: 5311585
190 Buckley Drive, Rockford, IL 61107
96
Wealthminder
score

Wendy Blair (CRD# 5311585) is an Investment Advisor Representative working at Savant Capital Management in Rockford, IL and has over 10 years of experience in the finance industry. Wendy Blair has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Brent R. Brodeski
CRD#: 2114022
7202 Argus Drive, Rockford, IL 61107
96
Wealthminder
score

Brent Brodeski (CRD# 2114022) is an Investment Advisor Representative working at Savant Capital Management in Rockford, IL and has over 27 years of experience in the finance industry. Brent Brodeski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Udell C. Brown
CRD#: 1691999
1430 Spring Hill Rd, Suite 400, Mclean, VA 22102
96
Wealthminder
score

Udell Brown (CRD# 1691999) is an Investment Advisor Representative working at Savant Capital Management in Mclean, VA and has over 30 years of experience in the finance industry. Udell Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Mary E. Brummond
CRD#: 5977573
190 Buckley Drive, Rockford, IL 61107
96
Wealthminder
score

Mary Brummond (CRD# 5977573) is an Investment Advisor Representative working at Savant Capital Management in Rockford, IL and has over 5 years of experience in the finance industry. Mary Brummond has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Derek A. Carter
CRD#: 2874759
7202 Argus Drive, Rockford, IL 61107
96
Wealthminder
score

Derek Carter (CRD# 2874759) is an Investment Advisor Representative working at Savant Capital Management in Rockford, IL and has over 20 years of experience in the finance industry. Derek Carter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Brian P. Conroy
CRD#: 3207688
1797 W. State Street, Suite C, Geneva, IL 60134
96
Wealthminder
score

Brian Conroy (CRD# 3207688) is an Investment Advisor Representative working at Savant Capital Management in Geneva, IL and has over 19 years of experience in the finance industry. Brian Conroy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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