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.

Firm class

independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=3.0

Regulatory AUM

$163MItem 5.F on the latest filing (2026-02-04); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$152M

Private client RAUM

$151MderivedItem 5.D individuals plus high net worth individuals

Private client share

93%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$54.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

1Schedule D 1.F, beyond the principal office

Accounts

439

Individual clients

210

High net worth clients

67

SEC number

801-123400

CRD

121794

Filings on the tape

11

First filed

Feb 5, 2022

Latest filed

Feb 4, 2026

Organised

Corporation, IL

Website

savantadvisers.com

• Occurred

  Feb 5, 2022
  First Form ADV filing

  Savant Investment Advisers, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d1034cac-6a9a-bb8d-2d6f-217493b4e892

First observed

Feb 5, 2022

Last observed

Feb 4, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.