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Savant Wealth Management Reaches $10 Billion Milestone

Savant Wealth Management, a nationally recognized, fee-only wealth management firm headquartered in Rockford, has hit a major milestone in its 35-year history. The firm has reached $10 billion in assets under management (AUM).

The milestone can be attributed to Savant’s long-term growth strategy and its client-centric model offering comprehensive wealth management services with a deep bench of professionals to support its services.

From 1993, when Savant began managing money, until 2011, Savant grew to nearly $2 billion in AUM entirely through organic growth. The firm made its first acquisition in 2012 and has since closed seven additional partnerships to expand its presence in the greater Chicagoland region and in new markets like Santa Fe, NM and Bloomington, IL. In addition, the firm recently opened an office in Arizona.

“This milestone is a direct result of Team Savant and the relationships developed throughout our 35 years in business,” said Brent Brodeski, CEO and co-founder of Savant. “Despite the challenges and other curve balls we’ve faced along the way, Savant stands ready to serve, adapt, and inspire. We remain persistent in our long-term growth strategy and commitment to providing clients wise counsel to help build ideal futures for our clients, our team, and the communities we serve.”

Savant aspires to continued growth and success in the future with an overarching goal within the next 25 years to improve more than 1 million lives.

Savant employs more than 200 team members and serves 6,500 families, over 150 companies and over 5,000 retirement plan participants.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with more than $9.5 billion in assets under management and assets under advisement (as of 12/31/2020). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

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Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.