Savant Wealth Management
Savant Wealth Management (CRD# 107271) is a financial advisory firm headquartered in Rockford, IL. They manage $26,037,636,583 in 16,304 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management26,038MILLION
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Total Number of Accounts16,304ACCOUNTS
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Average Account Value$1,597,009
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Robert Witt (CRD# 2842308) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 27 years of experience in the finance industry.
Matthew Witter (CRD# 6018893) is an Investment Advisor Representative working at Savant Wealth Management in Doylestown, PA and has over 12 years of experience in the finance industry.
Andrew Woods (CRD# 2790750) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 9 years of experience in the finance industry.
Delynn Zell (CRD# 1923602) is an Investment Advisor Representative working at Savant Wealth Management in Birmingham, AL and has over 35 years of experience in the finance industry.
Nataliya Zook (CRD# 6762618) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 7 years of experience in the finance industry.
Kyra Adrian (CRD# 7735607) is an Investment Advisor Representative working at Savant Wealth Management in Middleton, WI and has 1 year of experience in the finance industry.
Richard Allison (CRD# 7648597) is an Investment Advisor Representative working at Savant Wealth Management in Manassas, VA and has 1 year of experience in the finance industry.
Jonathan Alton (CRD# 7488812) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
Stephen Ambrose (CRD# 7492504) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 2 years of experience in the finance industry.
Cory Barel (CRD# 7374076) is an Investment Advisor Representative working at Savant Wealth Management in Suite 260, MA and has over 3 years of experience in the finance industry.