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
Scott Michael (CRD# 1976603) is an Investment Advisor Representative working at Savant Wealth Management in York, PA and has over 34 years of experience in the finance industry.
Jonathan Millican (CRD# 5035703) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
Ryan Monette (CRD# 5998202) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
Grant Moore (CRD# 5476591) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 16 years of experience in the finance industry.
Robert Morrison (CRD# 4268925) is an Investment Advisor Representative working at Savant Wealth Management in Lincolnshire, IL and has over 23 years of experience in the finance industry.
Douglas Morton (CRD# 4586522) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 21 years of experience in the finance industry.
Elizabeth Muldowney (CRD# 4600987) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 19 years of experience in the finance industry.
Adam Munger (CRD# 5486821) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 16 years of experience in the finance industry.
Robert Myers (CRD# 5394621) is an Investment Advisor Representative working at Savant Wealth Management in Cedar Rapids, IA and has over 16 years of experience in the finance industry.
Sarah Nolte (CRD# 6062407) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 9 years of experience in the finance industry.