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SAVANT WEALTH MANAGEMENT

ROCKFORD, IL · CRD 107271 · IAPD ↗ · 815-227-0300

$55.61BRegulatory AUM
238Advisory reps
659Employees
170Clients
More than 500Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
May 2026 — SAVANT WEALTH MANAGEMENT added office(s): 49 -> 65 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
May 2026 — SAVANT WEALTH MANAGEMENT reported RAUM up 30% ($38.13B -> $49.57B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2026 — SAVANT WEALTH MANAGEMENT added office(s): 46 -> 49 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2026 — SAVANT WEALTH MANAGEMENT grew from 178 to 238 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
February 2026 — SAVANT WEALTH MANAGEMENT added office(s): 45 -> 46 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
December 2025 — SAVANT WEALTH MANAGEMENT added office(s): 43 -> 45 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
December 2025 — SAVANT WEALTH MANAGEMENT reported RAUM up 25% ($29.65B -> $37.13B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
June 2025 — SAVANT WEALTH MANAGEMENT added office(s): 42 -> 43 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — SAVANT WEALTH MANAGEMENT shrank from 185 to 178 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — SAVANT WEALTH MANAGEMENT added office(s): 40 -> 42 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
January 2025 — SAVANT WEALTH MANAGEMENT added office(s): 39 -> 40 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — SAVANT WEALTH MANAGEMENT added office(s): 31 -> 39 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2024 — SAVANT WEALTH MANAGEMENT grew from 116 to 185 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.