You can tell a tree’s age by its rings. You can tell ours by our experience.

For 40 years, our seasoned advisors have combined investments, tax planning, and estate strategy into a comprehensive wealth management approach.
How can we help you?

You can tell a tree’s age by its rings. You can tell ours by our experience.

For 40 years, our seasoned advisors have combined investments, tax planning, and estate strategy into a comprehensive wealth management approach. How can we help you?

Experience and Recognition

24K+
Clients Served
1986
Year Established
70
Savant Offices
297
Employee Member-Owners
$57.2B
Client Assets – AUM & AUA*
As of 06/30/2026

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.

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 Financial Services

Savant's Financial Views & News

Savant News

Explore our articles and market commentary.

Savant Webinar

Let’s talk wealth! Sign up for our next educational webinar.

Savant Insights Newsletter

Stay connected and stay informed. Subscribe to our newsletter today.


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.

Get Started!

Schedule a No-Obligation Introductory Call

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.

Contact