Savant Wealth Management, established in 1986, is a fee-only, independent Registered Investment Advisor (RIA) headquartered in Rockford, Illinois. The firm offers a comprehensive suite of financial services, including investment management, financial planning, estate planning, tax advisory, trust services, and family office services.
As of September 30, 2024, Savant manages approximately $28.6 billion in assets under management (AUM) and $1.2 billion in assets under advisement. The firm employs over 585 professionals across multiple states, including several offices in Illinois.
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