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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant14 years in industry

MATTHEW PAUL WITTER

Advisor at SAVANT WEALTH MANAGEMENT

ROCKFORD, IL | Doylestown, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:229ead2a-4ea1-dfb8-bd83-1fc8006fb0b4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 25, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SAVANT WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 14, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S65
First exam: Jan 14, 2012
First registration: Jan 25, 2012
Dual registered: no
IAPD individual key: 6018893

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SAVANT WEALTH MANAGEMENT	Independent wealth	Nov 2, 2022	n/a	yes	ROCKFORD, IL\|Doylestown, PA	Current employment
SFG INVESTMENT ADVISORS, INC.	Former SEC adviser	Jan 25, 2018	Dec 31, 2022	no	DOYLESTOWN, PA	Previous registration
SHARP FINANCIAL	Independent wealth	Nov 6, 2017	Jan 29, 2018	no	HORSHAM, PA	Previous registration
AVANTAX ADVISORY SERVICES	Former SEC adviser	Mar 17, 2016	Dec 31, 2017	no	Horsham, PA\|DALLAS, TX	Previous registration
CANON CAPITAL INVESTMENT ADVISORY	Former SEC adviser	Jan 25, 2012	Mar 10, 2016	no	HARLEYSVILLE, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SFG INVESTMENT ADVISORS, INC.	SAVANT WEALTH MANAGEMENT	Dec 31, 2022	Nov 2, 2022	-59	Firm change after gap	RIA to RIA
SHARP FINANCIAL	SFG INVESTMENT ADVISORS, INC.	Jan 29, 2018	Jan 25, 2018	-4	Firm change	Other
AVANTAX ADVISORY SERVICES	SHARP FINANCIAL	Dec 31, 2017	Nov 6, 2017	-55	Firm change after gap	Other
CANON CAPITAL INVESTMENT ADVISORY	AVANTAX ADVISORY SERVICES	Mar 10, 2016	Mar 17, 2016	7	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
111241:107271:PA:2022-12-31	Dec 31, 2022	Nov 2, 2022	DOYLESTOWN, PA	Firm change after gap

Relationships

Registered with (5)

→ SAVANT WEALTH MANAGEMENTRegistered adviserregistration: current employment
Nov 2, 2022 to presentfactForm ADV
→ SFG INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Jan 25, 2018 to Dec 31, 2022factForm ADV
→ SHARP FINANCIALRegistered adviserregistration: previous registration
Nov 6, 2017 to Jan 29, 2018factForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Mar 17, 2016 to Dec 31, 2017factForm ADV
→ CANON CAPITAL INVESTMENT ADVISORYRegistered adviserregistration: previous registration
Jan 25, 2012 to Mar 10, 2016factForm ADV

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
Matthew Paul Witter left Sfg Investment Advisors, Inc. for Savant Wealth Management (registered 2022-11-02)
Form ADVobserved 6 days ago