Savant Wealth Management
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Comprehensive Wealth Management

Designed Around Your Life

Personalized planning and investment guidance helping you pursue financial goals with greater confidence.

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At Savant Wealth Management, we help successful individuals, families, and institutions navigate the complexities of wealth and asset management with clarity and confidence. Our experienced in-house team of financial advisors offers comprehensive, strategic guidance across all areas of wealth management—including investment guidance, financial planning, tax and business consulting, estate planning, trust services, and family office support. As a fee-only, fiduciary firm, we’re committed to putting your best interests first—always. And wherever life takes you, Savant Wealth Management is by your side, providing Wise Counsel when you need it most.

Experience and Recognition

25K+
Clients Served
1986
Year Established
74
Savant Offices
297
Employee Member-Owners
$58B
Client Assets – AUM & AUA*
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As of 08/31/2026

Awards & Recognition

Recognized for Our Commitment to Clients

Savant has been recognized by several industry publications and organizations.

2026 Fastest-Growing Private Companies in America

Published August 2026 by Inc. 5000 based on revenue growth during the period 2022-2025.  To qualify, companies were required to be U.S.-based, privately held, for-profit, and independent and to satisfy minimum revenue requirements established by Inc. 5000. Savant paid an entry fee to be considered for the rankings and to use the rankings and related logos in marketing materials.

recognizing the nation’s leading investment advisors serving ultra-high net worth clients

2026 Elite Advisors

Published June 22, 2026 by CNBC. CNBC compiled the list based on firm-submitted data and a quantitative analysis of factors including UHNW assets, client services, and firm reputation. Savant did not pay a fee to be considered.

Financial Advisor Magazine 2026 RIA Ranking

Published in July 2026 based on assets under management as of 12/31/25 for independent RIA firms.  Firms must have at least $1 billion in AUM as of 12/31/25 to be included. Savant did not pay a fee to be included in the ranking.

2026 Buy Side 5-Star Rating

The rating was issued in June 2026 by the Wall Street Journal based on two main sources: a Wall Street Journal reader survey and input from industry experts. The rating incorporates a range of current and historical information. Savant did not pay a fee to be considered.

2026 Wealth Magnets List – #1 Ranking

Published in June 2026 based on 3/31/26 ADV filings and includes the top CPA financial planners with a wealth management/financial planning practice based on assets under management. Savant did not pay a fee to be included.

2026 RIAs to Watch List

Published in June 2026 based on data as of 12/31/25. Advisors ranked on a 100-pt scale in categories of Scale, Growth, and Professionalism. Savant did not pay a fee to be considered.

2026 5-Star Financial Planners

Published April 2026 by InvestmentNews based on a November 2025 nationwide nomination process and the prior 12 months. Criteria included performance, integrity, client-focused innovation, and commitment to client goals. Savant did not pay to be considered.

2026 Best-in-State Wealth Advisors

Awarded April 2026 by Forbes using SHOOK Research data for June 30, 2024–June 30, 2025. Criteria included qualitative due diligence, revenue trends, assets, service models, compliance record, and experience; portfolio performance was not considered. Savant did not pay for inclusion.

Explore Savant's Services

Retirement Rules

Services for Individuals & Families

From investment management and financial planning to estate planning and tax strategy, we collaborate to provide integrated solutions that support your goals, simplify complexity, and help you make decisions for yourself, now and in the future.

Family Office Services

For ultra-high-net-worth and multigenerational families, wealth spans entities, generations, and shared decisions. Savant helps coordinate all of it, from consolidated reporting to daily operations.

Business Advisory Services

Business advisory, accounting, and tax services that help business owners make smarter decisions today and prepare for what’s next, from growth to retirement and legacy.

Savant's Financial Views & News

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Savant News

Explore our articles and market commentary.

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By Your Side on Life’s Journey

Transitioning Into Retirement

Transitioning Into Retirement

Many people spend more time planning for a vacation than their retirement. With a clear vision and a thoughtful, detailed plan, the next phase of your life can be successful and fulfilling. What does the next chapter hold for you?

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Manage a Big Tax Bill

Manage a Big Tax Bill

It’s not about how much you make; it’s about how much you keep after taxes. That’s why we believe that tax planning is a critical component of wealth management.

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Maximize Your Equity Compensation

Maximize Your Equity Compensation

Few executives have the time or energy to effectively manage the intricacies of their own compensation package and personal wealth.

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Sell a Business

Sell a Business

Whether you’re looking to transfer ownership to a family member, reward key employees with ownership, or sell the company outright, monetizing your business requires specific expertise.

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Navigate the Challenges of Divorce

Navigate the Challenges of Divorce

Whether you’re contemplating divorce, working through the process, or recently received your decree, chances are your financial situation is transitioning.

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Roll Over a 401(k)

Roll Over a 401(k)

If you’re in the middle of a job change, you may be wondering what to do with the money you’ve invested in your 401(k).

401(k) Rollover
Rethink Work and a Traditional Retirement

Rethink Work and a Traditional Retirement

After spending many years sprinting on the corporate treadmill, many professionals and executives are searching for a more balanced alternative. Are you ready to start working and living on your own terms?

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Rebuild Your Life After Losing a Spouse

Rebuild Your Life After Losing a Spouse

Even with the support of family and friends, transitioning from being a part of a couple to living on your own comes with significant emotional and financial challenges.

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Ready to build your ideal future?

As your financial picture becomes more complex, you need a financial advisor with access to the specialists and resources who can help build your ideal future. Our team includes a growing list of knowledgeable professionals who work with divorcees, university professionals, public company executives, family caregivers, and more. But that’s not all! Learn the five most important reasons why we believe Savant should be your first call.

Find a Financial Advisor Near You

Our financial advisors are always available by phone or virtual meeting, but we also have offices conveniently located throughout the United States. Choose the one nearest you.

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Please note: Savant Wealth Management (“Savant”) does not solicit nor provide advisory services via off-channel communications (i.e.: WhatsApp, Signal, Telegram, etc.) Should you receive any off-channel communications claiming to be from Savant, consider these communications to be illegitimate. Please feel free to contact Savant should you have any questions.

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