DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Savant Wealth Management

Independent wealth managerRockford, IllinoisCRD 107271SEC 801-43144website IAPD

Legal name Savant Capital, LLC

Latest filing Jul 30, 2026

First filing on the tape Dec 15, 2011 · 116 filings

SEC status approved since Jan 22, 1993

RAUM

$56B

reported, Item 5.F

Discretionary

99%

of RAUM

Private clients

88%

$49B individuals and HNW

Advisors

399

registered through the firm on IAPD

RAUM per advisor

$139M

derived; firm RAUM over IAPD count

Employees

659

238 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

116 filings and snapshots on the tape

RAUM$56B as of Jul 30, 2026

Mar 26, 2012$2.0B then

HNW client RAUM$33B as of Jul 30, 2026

Mar 28, 2018$3.6B then

State-registered IARs (5.B.3)313 as of Jul 30, 2026

Mar 27, 201346 then

Employees (5.A)659 as of Jul 30, 2026

Mar 27, 201390 then

Private funds: no history

RAUM +91% over the last fiscal year+61% a year over threeIARs 262 to 313offices 42 to 65

Practice profile

derived from the filing of Jul 30, 2026; every figure names its basis

Archetypes, each a printed rule

Consolidator · three or more firms absorbed (half or more of their registered advisors moved to this adviser within 14 days) in 24 months
HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
Multi-office growth platform · an independent wealth manager (not a wirehouse, national broker-dealer RIA or broker-dealer affiliated firm) with at least five offices, at least 50 advisors, and RAUM up at least 20 percent over the last annual amendment
Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients

RAUM per advisor: $139MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 58derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $5.1MderivedHNW RAUM over HNW clients
Average account: $679,470derivedRAUM over accounts (5.F.2.f)
Discretionary: 99%derivedof RAUM
Institutional: 4.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.7derivedItem 5.A over advisors
Advisors per office: 6.0derived66 offices incl. principal (1.F.5)
RAUM growth, one year: +71%derivedbetween the last two annual amendments
Advisor growth, one year: +19%derivedItem 5.B.3 between annual amendments
Client growth, one year: +50%derived
Compensation: percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
Financial planning clients: 11,000reportedItem 5.H
Custody: $14B, 9,501 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Firms absorbed, 24 months: 9derivedhalf or more of a firm's advisors moved here within 14 days
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
marketing includes testimonials (5.L.1.c)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$33B60%
Individuals$16B28%
Other investment advisers$3.3B5.9%
Pension and profit-sharing plans$2.1B3.8%
Corporations and businesses$600M1.1%
Charitable organizations$477M0.9%
State and municipal entities$64.9M0.1%

Individual clients: 16,726reported
HNW clients: 6,562reported
Pension plan clients: 472reported
Charitable clients: 110reported
Accounts: 81,840reported
Financial planning clients: 11,000reported
Wrap fee programs: noreported
Custody of client assets: $14B for 9,501 clientsreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=0.88 fund_share=0.06 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

399 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Brent Raymond BrodeskiCertified Financial Planner, Chartered Financial Analyst	Rockford, Il	Mar 26, 1998	35 y	0
Randall Jon Richard	Rockford, Il	Sep 27, 2002	38 y	0
Neal Patrick Richard	South Portland, Me	Sep 27, 2002	34 y	0
Tracy Sean BeardCertified Financial Planner	Rockford, Il	Oct 31, 2002	26 y	0
Tawn Marie BushCertified Financial Planner, Personal Financial Specialist	Rockford, Il	Feb 23, 2005	12 y	0
Thomas J PtacinCertified Financial Planner	Rockford, Il	Mar 27, 2007	26 y	0
Jessica Lynne KnudsenCertified Financial Planner	Rockford, Il	Mar 27, 2007	14 y	0
Gerard S KorabikCertified Financial Planner	Rockford, Il	Mar 27, 2007	14 y	0
Theresa Ann HarezlakCertified Financial Planner	Rockford, Il	Oct 4, 2007	14 y	0
Brent Alan LindellCertified Financial Planner	Middleton, Wi	Oct 9, 2007	20 y	0
Grant William MooreCertified Financial Planner	Rockford, Il	Jan 10, 2008	19 y	0
Brian Jay KnabeCertified Financial Planner	Rockford, Il	Jan 30, 2008	18 y	0
Jakob C LoescherCertified Financial Planner, Chartered Financial Consultant	Rockford, Il	Oct 28, 2009	16 y	0
Elizabeth Naze MuldowneyCertified Financial Planner	Rockford, Il	Mar 26, 2010	21 y	0
Daryl Roy DagitCertified Financial Planner	Peoria, Il	Jun 29, 2010	40 y	2
Scott Francis DemlerCertified Financial Planner	Rockford, Il	Mar 7, 2011	18 y	1
Matthew David ArmstrongCertified Financial Planner	Rockford, Il	Apr 28, 2011	15 y	0
Gabriel GonzalezCertified Financial Planner	St. Charles, Il	Jul 14, 2011	18 y	2
Ryan Gregory MonetteCertified Financial Planner, Chartered Financial Consultant	Rockford, Il	Nov 8, 2011	11 y	0
Kevin Michael HrdlickaCertified Financial Planner, Chartered Financial Analyst	Rockford, Il	Feb 29, 2012	11 y	0
Derek Arthur CarterCertified Financial Planner	Rockford, Il	Oct 19, 2012	28 y	0
Richard Paul BenderCertified Financial Planner, Chartered Financial Consultant	Rockford, Il	Nov 19, 2012	20 y	0
Stacy Renea Roggensack	Rockford, Il	Nov 21, 2013	14 y	0
Michael Thomas CyrsCertified Financial Planner	Rockford, Il	Nov 1, 2014	11 y	0
Lorene Kaye ShawCertified Financial Planner	Rockford, Il	Jan 5, 2015	11 y	0
Kevin Jeffrey PhillipsCertified Financial Planner	Naperville, Il	Jan 5, 2015	14 y	1
Allison Ann AlexanderCertified Financial Planner	Rockford, Il	Feb 26, 2015	11 y	0
Zachary Tyler LauzonCertified Financial Planner	South Portland, Me	Mar 17, 2015	14 y	0
Stephen Doty CummingsChartered Financial Consultant	Rockford, Il	May 1, 2015	19 y	1
David Hamilton Mccormick-GoodhartCertified Financial Planner, Personal Financial Specialist	Rockford, Il	May 4, 2015	12 y	1
Sarah Elizabeth McginnissCertified Financial Planner	Rockford, Il	May 5, 2015	11 y	0
Nicholas Jordan De JongCertified Financial Planner	Rockford, Il	Jul 31, 2015	11 y	1
Dominick Joseph ParilloCertified Financial Planner	Manassas, Va	Sep 22, 2015	13 y	0
Kevin Thomas McfaddenCertified Financial Planner	Rockford, Il	Sep 22, 2015	13 y	2
Joel Robert CundickCertified Financial Planner	Vienna, Va	Oct 1, 2015	18 y	2
Philip Edmund CorcoranCertified Financial Planner	Rockford, Il	Oct 1, 2015	33 y	1
Jacob Daniel VaidenChartered Financial Analyst	Rockford, Il	Oct 28, 2015	11 y	0
Anthony Richard SpangenbergCertified Financial Planner, Chartered Financial Analyst	Chicago, Il	Sep 8, 2016	18 y	4
Stephen Collin LorenceCertified Financial Planner	Rockford, Il	Jan 30, 2017	12 y	1
Christopher Ross Plagge	Rockford, Il	Jul 3, 2017	11 y	0

All 399 advisors at Savant Wealth Management

Advisor movement

7 left, 51 joined in 12 months

net +44 in 12 months3 left in 90 days4 joined in 90 daysdeparture rate 1.8% of current headcount28 left over 36 months

Left, latest

Kyra Faith Thiel to Perk Planning
Aug 4, 2026 · RIA to a state-registered adviser
Hannah Basil Bryant to Savvy
Jun 29, 2026 · RIA to RIA
Michele Diane Bush to Prospect Financial Group LLC
Jun 24, 2026 · RIA to RIA
Joel Micah Braswell to Holden Family Office, LLC
Feb 9, 2026 · RIA to a state-registered adviser
Gregory Anthony Kopp to Alliancebernstein L.P.
Dec 20, 2025 · Other
Paul Edward Staniszewski to Sikich Financial
Dec 19, 2025 · RIA to RIA
Ritu Jain to The Retirement Solutions Group
Sep 23, 2025 · RIA to a state-registered adviser
Jonathon Merickel to Savvy
Sep 4, 2025 · RIA to RIA
Andrew Michael Niemoeller to Collaborative Capital Advisors LLC
Sep 4, 2025 · RIA to a newly registered adviser
Abigail Catherine O'Rourke to Choreo, LLC
Sep 4, 2025 · RIA to RIA
Nicholas Andrew Tarr to Focus Partners Wealth, LLC
Jun 26, 2025 · RIA to RIA
David Axell Calderon to Betterment
Jun 9, 2025 · RIA to RIA
Daniel Earl Holdridge to Wedmont Private Capital
Jun 2, 2025 · RIA to RIA
Jennifer Ann O'Hara to Digital Ascension Group - Wealth
Feb 28, 2025 · Other
Jonathan Henkels to Beacon Global Advisor Network, LLC
Jan 29, 2025 · RIA to RIA

Joined, latest

Kevin Michael Reed from Edward Jones
Sep 9, 2026 · Affiliated broker-dealer or bank to independent RIA
Michelle Socha Vang from Socha Financial Group, LLC
Sep 1, 2026 · RIA to RIA
Jolie Mccarthy from Socha Financial Group, LLC
Sep 1, 2026 · RIA to RIA
Cole George Samson from The Investment Counsel Company
Jul 15, 2026 · RIA to RIA
Brian John Lawrence from North Ridge
Jun 10, 2026 · RIA to RIA
Michelle Pham Tran from North Ridge
Jun 9, 2026 · RIA to RIA
Scott Douglas Floersheim from Meridian Wealth Advisors, LLC
Jun 2, 2026 · RIA to RIA
Brent Joseph Martinson from Gradient Wealth Management
Jun 1, 2026 · Affiliated broker-dealer or bank to independent RIA
Gregory Mayhew Desmond from Desmond Wealth Management, Inc.
May 5, 2026 · RIA to RIA
Adam David Cornwell from North Ridge
May 4, 2026 · RIA to RIA
Mitchell Littlejohn Struthers from Desmond Wealth Management, Inc.
May 1, 2026 · RIA to RIA
Kevin Russell Webber from Heritage Financial Services
Mar 16, 2026 · RIA to RIA
Timothy David Winn from Heritage Financial Services
Mar 16, 2026 · RIA to RIA
Sammy Amr Azzouz from Heritage Financial Services
Mar 16, 2026 · RIA to RIA
Joseph Anthony Waters from Heritage Financial Services
Mar 16, 2026 · RIA to RIA

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 joined from Socha Financial Group, LLC
Sep 14, 2026 · Corning, Ny
2 joined from Desmond Wealth Management, Inc.
Jun 12, 2026 · Walnut Creek, Ca
3 joined from North Ridge
Jun 9, 2026 · Portland, Or · Firm absorbed
3 joined from Grand Capital Advisors, LLC
Mar 20, 2026 · Grand Blanc, Mi · Firm absorbed
21 joined from Heritage Financial Services
Mar 19, 2026 · Westwood, Ma · Firm absorbed
5 joined from Apc Financial Planning
Jan 15, 2026 · Knoxville, Tn · Firm absorbed
4 joined from Gryphon Advisors, LLC
Dec 8, 2025 · Evanston, Il · Firm absorbed
11 joined from Prairieview Partners, LLC
Oct 20, 2025 · St Paul, Mn · Firm absorbed

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Mary Margaret Baer · Chief Compliance Officercontrol
since 05/2020 · owns less than 5%
Raymond Brent Brodeski · Founder & Chief Executive Officercontrol
since 01/1995 · owns less than 5%
Lynn Lavonne Brown · Chief Marketing & Communications Officercontrol
since 10/2016 · owns less than 5%
Saad Ahmed Hassanein · Chief Financial Officercontrol
since 06/2025 · owns less than 5%
Michael Kevin Hrdlicka · Head Of Wealthcontrol
since 08/2024 · owns less than 5%
Zachary Charles Ivey · Chief Investment Officercontrol
since 01/2025 · owns less than 5%
Edward Patrick Lawlor · Head Of Mergers And Acquisitionscontrol
since 01/2023 · owns less than 5%
Earl Robert Morrison · Chief Experience Officercontrol
since 08/2024 · owns less than 5%
Padmanabhan Perumal · Chief Operating Officercontrol
since 06/2026 · owns less than 5%
Scott Daniel Rezin · Chief Financial Officercontrol
since 12/2024 · owns less than 5%
Clark Patrick Beaird · Managercontrol
since 04/2023 · owns F of Savant Capital Holdings LLC
Gary Jack Brod · Managercontrol
since 04/2023 · owns F of Savant Capital Holdings LLC
Raymond Brent Brodeski · Shareholdercontrol
since 01/1995 · owns 75% or more of Scmi, Inc. Fka Savant Capital Management, Inc.
Lawrence Christopher Collins · Managercontrol
since 04/2023 · owns F of Savant Capital Holdings LLC
John Peter Dorsey · Managercontrol
since 12/2024 · owns F of Savant Capital Holdings LLC
Charles Stephen Dutton · Managercontrol
since 04/2023 · owns F of Savant Capital Holdings LLC
Dean Charles Johnston · Managercontrol
since 04/2023 · owns F of Savant Capital Holdings LLC
Hayward Spenser Segal · Managercontrol
since 09/2023 · owns F of Savant Capital Holdings LLC
Keith Richard Taylor · Managercontrol
since 04/2023 · owns F of Savant Capital Holdings LLC

Entity owners

Savant Capital Holdings LLC · Member
direct · owns 75% or more
Scmi, Inc. Fka Savant Capital Management, Inc. · Member - A Shares
indirect · owns 75% or more of Savant Capital Holdings LLC

Related persons

Schedule D 7.A

Savant Gps, LLC
insurancey
Savant Legal Llp
n

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left
Rockford, Il · principal	399	122	2
Middleton, Wi	26	6	0
Birmingham, Al	26	1	0
Lincolnshire, Il	23	3	1
Westwood, Ma	18	18	0
Atlanta, Ga	16	1	0
St Paul, Mn	14	2	0
Lancaster, Pa	12	0	0
Middletown, Ri	12	0	0
Huntersville, Nc	11	11	0
Cedar Rapids, Ia	10	0	0
Chicago, Il	9	0	1
Oklahoma City, Ok	9	9	0
Huntsville, Al	8	0	0
Manassas, Va	7	0	0
Vienna, Va	6	0	1
St Charles, Il	6	0	0
South Portland, Me	6	6	0
Satellite Beach, Fl	6	0	0
Plano, Tx	6	6	0

All 55 offices

Post-acquisition retention

advisors of absorbed firms still registered here after the move

Firms absorbed: 19 since 2015, 9 in 24 monthsderived
Advisors acquired: 154derived
Still registered after 90 days: 99% of 154derived
After 180 days: 99% of 151derived
After 365 days: 96% of 107derived
After 730 days: 94% of 90derived
Team lift-outs after: 0derivedteams that left this firm within two years of an absorption

Lower bound: a person who left the industry is on neither side of the tape, and a re-registration to an affiliated CRD of the same group counts as a departure.

Offices

Schedule D 1.F, the 25 largest

Birmingham, AL22 employees
Lincolnshire, IL22 employees
Middleton, WI19 employees
Atlanta, GA12 employees
Cedar Rapids, IA8 employees
St. Charles, IL8 employees
Manassas, VA7 employees
Lancaster, PA7 employees
Wilmette, IL6 employees
Madison, WI5 employees
Vienna, VA5 employees
Plymouth, MI5 employees
Huntsville, AL5 employees
Naperville, IL5 employees
Chicago, IL5 employees
Dover, DE4 employees
Freeport, IL4 employees
Fullerton, CA4 employees
Wellesley, MA4 employees
Indianapolis, IN4 employees
York, PA3 employees
Downers Grove, IL3 employees
Doylestown, PA3 employees
Peoria, IL3 employees
Satellite Beach, FL3 employees

ADV anomalies

15 against comparable advisers; where to look, not conclusions

control person changedChange between filings · filing Jul 30, 2026
DUTTON, STEPHEN, CHARLES (MANAGER) left Schedule A between the filings of 2024-12-26 and 2026-07-30
peers: independent wealth managers, $20B and over (84)
control person changedChange between filings · filing Jul 30, 2026
JOHNSTON, CHARLES, DEAN (MANAGER) left Schedule A between the filings of 2024-12-26 and 2026-07-30
peers: independent wealth managers, $20B and over (84)
control person changedChange between filings · filing Jul 30, 2026
HASSANEIN, AHMED, SAAD (CHIEF FINANCIAL OFFICER) appeared on Schedule A between the filings of 2024-12-26 and 2026-07-30
peers: independent wealth managers, $20B and over (84)
control person changedChange between filings · filing Jul 30, 2026
IVEY, CHARLES, ZACHARY (CHIEF INVESTMENT OFFICER) appeared on Schedule A between the filings of 2024-12-26 and 2026-07-30
peers: independent wealth managers, $20B and over (84)
control person changedChange between filings · filing Jul 30, 2026
PERUMAL, PADMANABHAN (CHIEF OPERATING OFFICER) appeared on Schedule A between the filings of 2024-12-26 and 2026-07-30
peers: independent wealth managers, $20B and over (84)
control person changedChange between filings · filing Jul 30, 2026
BROD, JACK, GARY (MANAGER) left Schedule A between the filings of 2024-12-26 and 2026-07-30
peers: independent wealth managers, $20B and over (84)
control person changedChange between filings · filing Jul 30, 2026
SEGAL, SPENSER, HAYWARD (MANAGER) left Schedule A between the filings of 2024-12-26 and 2026-07-30
peers: independent wealth managers, $20B and over (84)
control person changedChange between filings · filing Jul 30, 2026
COLLINS, CHRISTOPHER, LAWRENCE (MANAGER) left Schedule A between the filings of 2024-12-26 and 2026-07-30
peers: independent wealth managers, $20B and over (84)
control person changedChange between filings · filing Jul 30, 2026
Dorsey, Peter, John (MANAGER) left Schedule A between the filings of 2024-12-26 and 2026-07-30
peers: independent wealth managers, $20B and over (84)
control person changedChange between filings · filing Jul 30, 2026
BEAIRD, PATRICK, CLARK (MANAGER) left Schedule A between the filings of 2024-12-26 and 2026-07-30
peers: independent wealth managers, $20B and over (84)
control person changedChange between filings · filing Jul 30, 2026
TAYLOR, RICHARD, KEITH (MANAGER) left Schedule A between the filings of 2024-12-26 and 2026-07-30
peers: independent wealth managers, $20B and over (84)
control person changedChange between filings · filing Jul 30, 2026
REZIN, DANIEL, SCOTT (CHIEF FINANCIAL OFFICER) left Schedule A between the filings of 2024-12-26 and 2026-07-30
peers: independent wealth managers, $20B and over (84)
office count surgeChange between filings · filing Apr 30, 2026
offices other than the principal office (Item 1.F.5) moved from 42.0 to 65.0 (+55.0%) between the annual amendments of 2025-03-28 and 2026-04-30; the peer median change was +2.0% (54 comparable advisers, 96.0th percentile of changes)
peers: independent wealth managers, $20B and over (54) · 96% percentile
client count surgeChange between filings · filing Apr 30, 2026
individual and HNW clients (Item 5.D) moved from 15,081.0 to 22,683.0 (+50.0%) between the annual amendments of 2025-03-28 and 2026-04-30; the peer median change was +8.0% (63 comparable advisers, 94.0th percentile of changes)
peers: independent wealth managers, $20B and over (63) · 94% percentile
account count surgeChange between filings · filing Apr 30, 2026
accounts (Item 5.F.2.f) moved from 53,414.0 to 88,536.0 (+66.0%) between the annual amendments of 2025-03-28 and 2026-04-30; the peer median change was +7.0% (76 comparable advisers, 92.0th percentile of changes)
peers: independent wealth managers, $20B and over (76) · 92% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 88,536 to 81,840
Apr 30, 2026 to Jul 30, 2026
Charity clients · 111 to 110
Apr 30, 2026 to Jul 30, 2026
Corporate clients · 133 to 128
Apr 30, 2026 to Jul 30, 2026
HNW clients · 6,555 to 6,562
Apr 30, 2026 to Jul 30, 2026
Individual clients · 16,128 to 16,726
Apr 30, 2026 to Jul 30, 2026
Pension plan clients · 432 to 472
Apr 30, 2026 to Jul 30, 2026
Discretionary RAUM · $49B to $55B
Apr 30, 2026 to Jul 30, 2026
HNW RAUM · $30B to $33B
Apr 30, 2026 to Jul 30, 2026
Individual RAUM · $14B to $16B
Apr 30, 2026 to Jul 30, 2026
Non-discretionary RAUM · $428M to $608M
Apr 30, 2026 to Jul 30, 2026
Pension RAUM · $1.9B to $2.1B
Apr 30, 2026 to Jul 30, 2026
RAUM · $50B to $56B
Apr 30, 2026 to Jul 30, 2026
Accounts · 67,922 to 88,536
Mar 28, 2026 to Apr 30, 2026
Charity clients · 98 to 111
Mar 28, 2026 to Apr 30, 2026
Corporate clients · 90 to 133
Mar 28, 2026 to Apr 30, 2026
HNW clients · 4,458 to 6,555
Mar 28, 2026 to Apr 30, 2026
Individual clients · 13,097 to 16,128
Mar 28, 2026 to Apr 30, 2026
Pension plan clients · 367 to 432
Mar 28, 2026 to Apr 30, 2026
Other offices · 49 to 65
Mar 28, 2026 to Apr 30, 2026
Discretionary RAUM · $38B to $49B
Mar 28, 2026 to Apr 30, 2026
HNW RAUM · $21B to $30B
Mar 28, 2026 to Apr 30, 2026
Individual RAUM · $12B to $14B
Mar 28, 2026 to Apr 30, 2026
Non-discretionary RAUM · $108M to $428M
Mar 28, 2026 to Apr 30, 2026
Pension RAUM · $1.5B to $1.9B
Mar 28, 2026 to Apr 30, 2026
RAUM · $38B to $50B
Mar 28, 2026 to Apr 30, 2026
Advisory employees · 178 to 238
Jan 15, 2026 to Mar 28, 2026
Assets in custody · $11B to $14B
Jan 15, 2026 to Mar 28, 2026
Employees · 565 to 659
Jan 15, 2026 to Mar 28, 2026
State-registered IARs · 262 to 313
Jan 15, 2026 to Mar 28, 2026
Other offices · 46 to 49
Jan 15, 2026 to Mar 28, 2026
Discretionary RAUM · $38B to $38B
Jan 15, 2026 to Mar 28, 2026
Non-discretionary RAUM · $108M to $108M
Jan 15, 2026 to Mar 28, 2026
Accounts · 65,929 to 67,922
Oct 28, 2025 to Jan 15, 2026
Charity clients · 100 to 98
Oct 28, 2025 to Jan 15, 2026
Corporate clients · 94 to 90
Oct 28, 2025 to Jan 15, 2026
HNW clients · 4,065 to 4,458
Oct 28, 2025 to Jan 15, 2026
Individual clients · 12,904 to 13,097
Oct 28, 2025 to Jan 15, 2026
Pension plan clients · 374 to 367
Oct 28, 2025 to Jan 15, 2026
Other offices · 45 to 46
Oct 28, 2025 to Jan 15, 2026
Discretionary RAUM · $37B to $38B
Oct 28, 2025 to Jan 15, 2026

Signals

60 dated events

2 advisors left Socha Financial Group, LLC (Corning, NY) for Savant Wealth Management on the same day
Sep 14, 2026 · Team lift-out · derived
Kyra Faith Thiel left Savant Wealth Management for Perk Planning (registered 2026-09-09)
Aug 4, 2026 · Advisor changed firm · fact
Hannah Basil Bryant left Savant Wealth Management for Savvy (registered 2026-07-15)
Jun 29, 2026 · Advisor changed firm · fact
Michele Diane Bush left Savant Wealth Management for Prospect Financial Group Llc (registered 2026-07-14)
Jun 24, 2026 · Advisor changed firm · fact
2 advisors left Desmond Wealth Management, Inc. (Walnut Creek, CA) for Savant Wealth Management on the same day
Jun 12, 2026 · Team lift-out · derived
North Ridge's advisors moved to Savant Wealth Management (Portland, OR): 3 of 3 registered, a day apart
Jun 9, 2026 · Firm absorbed (people side) · derived
Savant Wealth Management reported RAUM $49.6B, up 30% from $38.1B (2026-03-28 to 2026-04-30)
Apr 30, 2026 · RAUM change · derived
Savant Wealth Management reported 65 offices beyond its principal office, up from 49 (2026-03-28 to 2026-04-30)
Apr 30, 2026 · Office count change · derived
Grand Capital Advisors, LLC's advisors moved to Savant Wealth Management (Grand Blanc, MI): 3 of 3 registered, on the same day
Mar 20, 2026 · Firm absorbed (people side) · derived
Heritage Financial Services's advisors moved to Savant Wealth Management (Westwood, MA): 21 of 22 registered, on the same day
Mar 19, 2026 · Firm absorbed (people side) · derived
Joel Micah Braswell left Savant Wealth Management for Holden Family Office, Llc (registered 2026-02-23)
Feb 9, 2026 · Advisor changed firm · fact
Apc Financial Planning's advisors moved to Savant Wealth Management (Knoxville, TN): 5 of 5 registered, on the same day
Jan 15, 2026 · Firm absorbed (people side) · derived
Gregory Anthony Kopp left Savant Wealth Management for Alliancebernstein L.P. (registered 2026-04-02)
Dec 20, 2025 · Advisor changed firm · fact
Paul Edward Staniszewski left Savant Wealth Management for Sikich Financial (registered 2026-04-15)
Dec 19, 2025 · Advisor changed firm · fact
Gryphon Advisors, LLC's advisors moved to Savant Wealth Management (Evanston, IL): 4 of 4 registered, on the same day
Dec 8, 2025 · Firm absorbed (people side) · derived
Prairieview Partners, LLC's advisors moved to Savant Wealth Management (ST Paul, MN): 11 of 11 registered, on the same day
Oct 20, 2025 · Firm absorbed (people side) · derived
Ritu Jain left Savant Wealth Management for The Retirement Solutions Group (registered 2026-04-21)
Sep 23, 2025 · Advisor changed firm · fact
Parkworth Wealth Management, Inc.'s advisors moved to Savant Wealth Management (Los Gatos, CA): 3 of 4 registered, on the same day
Sep 5, 2025 · Firm absorbed (people side) · derived
Andrew Michael Niemoeller left Savant Wealth Management for Collaborative Capital Advisors Llc (registered 2025-09-15)
Sep 4, 2025 · Advisor changed firm · fact
Abigail Catherine O'Rourke left Savant Wealth Management for Choreo, Llc (registered 2025-09-03)
Sep 4, 2025 · Advisor changed firm · fact
Jonathon Merickel left Savant Wealth Management for Savvy (registered 2026-02-10)
Sep 4, 2025 · Advisor changed firm · fact
Nicholas Andrew Tarr left Savant Wealth Management for Focus Partners Wealth, Llc (registered 2025-08-19)
Jun 26, 2025 · Advisor changed firm · fact
David Axell Calderon left Savant Wealth Management for Betterment (registered 2026-01-30)
Jun 9, 2025 · Advisor changed firm · fact
Daniel Earl Holdridge left Savant Wealth Management for Wedmont Private Capital (registered 2025-06-16)
Jun 2, 2025 · Advisor changed firm · fact
Corrigan Financial Inc's advisors moved to Savant Wealth Management (Middletown, RI): 11 of 12 registered, on the same day
May 2, 2025 · Firm absorbed (people side) · derived
Jennifer Ann O'Hara left Savant Wealth Management for Digital Ascension Group - Wealth (registered 2026-03-27)
Feb 28, 2025 · Advisor changed firm · fact
Jonathan Henkels left Savant Wealth Management for Beacon Global Advisor Network, Llc (registered 2025-02-25)
Jan 29, 2025 · Advisor changed firm · fact
Walter Jon Zindel (Chief Financial Officer & Chief Administration Officer) no longer on Schedule A of Savant Wealth Management (listed 2024-11-05, absent 2024-12-26)
Dec 26, 2024 · Control person left · inference
John Peter Dorsey (Manager) appeared on Schedule A of Savant Wealth Management
Dec 26, 2024 · Control person joined · fact
Scott Daniel Rezin (Chief Financial Officer) appeared on Schedule A of Savant Wealth Management
Dec 26, 2024 · Control person joined · fact

Across DFX

shared identifiers only, never a name match

Savant Wealth Management · Private Equity
shared crd · intermediary

How to reach

public business contact points only, each with its source

Firm profile: linkedin.com/company/wife2cforeportedpublic record, Form ADV, Sep 17, 2026
Firm profile: linkedin.com/company/savant-wealth-managementreportedpublic record, Form ADV, Sep 17, 2026
Website: savantwealth.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 815-227-0300reportedpublic record, Form ADV, Jul 30, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $139Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026