Savant Investment Group, LLC

Savant Investment Group, LLC (CRD# 108810) is a financial advisory firm headquartered in Oakland, CA. They manage $731,096,263 in 823 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    731
    MILLION
  • Total Number of Accounts
    823
    ACCOUNTS
  • Average Account Value
    $888,331
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
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.

AZ, CA, NV, OR, TX, WA

Financial Advisors at Savant Investment Group, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Knud B. Gotterup
CRD#: 2384573
461 Second Street, Suite 151, San Francisco, CA 94107
100
Wealthminder
score

Knud Gotterup (CRD# 2384573) is an Investment Advisor Representative working at Savant Investment Group, LLC in San Francisco, CA and has over 24 years of experience in the finance industry.

2
Thomas H. Burkhart
CRD#: 35957
555 12th Street, Suite 925, Oakland, CA 94607
96
Wealthminder
score

Thomas Burkhart (CRD# 35957) is an Investment Advisor Representative working at Savant Investment Group, LLC in Oakland, CA and has over 26 years of experience in the finance industry.

3
Joseph J. Sims
CRD#: 2810871
461 Second Street, Suite 151, San Francisco, CA 94107
96
Wealthminder
score

Joseph Sims (CRD# 2810871) is an Investment Advisor Representative working at Savant Investment Group, LLC in San Francisco, CA and has over 20 years of experience in the finance industry.

4
Carl D. Arnold
CRD#: 5526539
555 12th Street, Suite 925, Oakland, CA 94607
93
Wealthminder
score

Carl Arnold (CRD# 5526539) is an Investment Advisor Representative working at Savant Investment Group, LLC in Oakland, CA and has over 9 years of experience in the finance industry.

5
David S. Johnston
CRD#: 2626787
461 Second Street, Suite 151, San Francisco, CA 94107
93
Wealthminder
score

David Johnston (CRD# 2626787) is an Investment Advisor Representative working at Savant Investment Group, LLC in San Francisco, CA and has over 22 years of experience in the finance industry.

6
Pamela L. Schubert
CRD#: 5333677
461 Second Street, #151, San Francisco, CA 94107
93
Wealthminder
score

Pamela Schubert (CRD# 5333677) is an Investment Advisor Representative working at Savant Investment Group, LLC in San Francisco, CA and has over 10 years of experience in the finance industry.

7
Scott L. Lummer
CRD#: 4307044
555 12th Street, Suite 925, Oakland, CA 94607
90
Wealthminder
score

Scott Lummer (CRD# 4307044) is an Investment Advisor Representative working at Savant Investment Group, LLC in Oakland, CA and has 1 year of experience in the finance industry.

8
David Rimer
CRD#: 5691788
555 12th Street, Suite 925, Oakland, CA 94607
87
Wealthminder
score

David Rimer (CRD# 5691788) is an Investment Advisor Representative working at Savant Investment Group, LLC in Oakland, CA and has over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.