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Insights

Recent Florida Expansion Savant Wealth Management's recent expansion into Florida, acquiring two firms with a total AUM of over $590 million, presents a significant sales opportunity to introduce their suite of financial services to a new market.

Partnership with Kassouf Wealth Advisors The partnership between Kassouf Wealth Advisors, LLC and Savant Wealth Management can be leveraged as a referral source for potential clients seeking investment management services, tapping into new client networks.

Hiring of CFO The appointment of Jon W. Zindel as Savant Wealth Management's chief financial officer signals organizational growth and stability, providing a positive narrative to engage potential clients and showcase strategic leadership.

Recognition as Top ETF Power User Being ranked #13 in the RIA Channel's list of Top 50 ETF Power Users positions Savant Wealth Management as a key player in leveraging ETF assets, presenting an opportunity to showcase expertise and attract clients looking for ETF investment services.

Acquisition of Peay & Associates Savant Wealth Management's acquisition of Peay & Associates LLC, a firm providing tax and accounting services, opens up cross-selling opportunities to offer comprehensive financial solutions to clients seeking wealth management, tax, and accounting services under one roof.

Similar companies to Savant Wealth Management

Savant Wealth Management Tech Stack

Savant Wealth Management uses 8 technology products and services including theTradeDesk, LiveIntent, HireCentric, and more. Explore Savant Wealth Management's tech stack below.

  • theTradeDesk
    Advertising
  • LiveIntent
    Advertising
  • HireCentric
    Applicant Tracking Systems
  • Microsoft Access
    Database Management Software
  • Microsoft
    Miscellaneous
  • Amazon Web Services
    Platform As A Service
  • UPS
    Transportation And Fleet Management
  • Facebook
    Widgets

Media & News

Savant Wealth Management's Email Address Formats

Savant Wealth Management uses at least 2 format(s):
Savant Wealth Management Email FormatsExamplePercentage
FLast@savantcapital.comJDoe@savantcapital.com
54%
Last@savantcapital.comDoe@savantcapital.com
39%
First.Last@savantcapital.comJohn.Doe@savantcapital.com
6%
FMiddleLast@savantcapital.comJMichaelDoe@savantcapital.com
1%
FLast@savantwealth.comJDoe@savantwealth.com
99%
LastF@savantwealth.comDoeJ@savantwealth.com
1%

Frequently Asked Questions

Where is Savant Wealth Management's headquarters located?

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Savant Wealth Management's main headquarters is located at 190 Buckley Drive Rockford, IL 61107 US. The company has employees across 3 continents, including North AmericaEuropeSouth America.

What is Savant Wealth Management's phone number?

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You can contact Savant Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Savant Wealth Management's official website and social media links?

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Savant Wealth Management's official website is savantwealth.com and has social profiles on LinkedIn.

How much revenue does Savant Wealth Management generate?

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As of November 2024, Savant Wealth Management's annual revenue reached $750M.

What is Savant Wealth Management's NAICS code?

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Savant Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Savant Wealth Management have currently?

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As of November 2024, Savant Wealth Management has approximately 501 employees across 3 continents, including North AmericaEuropeSouth America. Key team members include Chief Compliance Officer: M. B.Chief Communications Officer: L. B.Chief Experience Officer: R. M.. Explore Savant Wealth Management's employee directory with LeadIQ.

What industry does Savant Wealth Management belong to?

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Savant Wealth Management operates in the Financial Services industry.

What technology does Savant Wealth Management use?

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Savant Wealth Management's tech stack includes theTradeDeskLiveIntentHireCentricMicrosoft AccessMicrosoftAmazon Web ServicesUPSFacebook.

What is Savant Wealth Management's email format?

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Savant Wealth Management's email format typically follows the pattern of . Find more Savant Wealth Management email formats with LeadIQ.

When was Savant Wealth Management founded?

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Savant Wealth Management was founded in 1986.
Savant Wealth Management

Savant Wealth Management

Financial ServicesIllinois, United States501-1000 Employees

At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people. With a full suite of financial services, we strive to provide unbiased advice, and continually refine our process to help you achieve your ideal future – whatever that looks like to you. 

Do you want to start or sell a business? Travel the world? Even if your ideal future is as simple as living comfortably in retirement, we’re here for you. Our Wise Counsel encompasses a wide range of services, such as investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans.

If you’re looking for a team dedicated to you and your family’s success, now and throughout your lives, visit us at www.savantwealth.com to find an office near you. We’d love to make a difference in your life. 

Savant Wealth Management is a registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.

Section iconCompany Overview

Headquarters
190 Buckley Drive Rockford, IL 61107 US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1986
Employees
501-1000

Section iconFunding & Financials

  • $100M$1B

    Savant Wealth Management's revenue is in the range of $100M$1B

Section iconFunding & Financials

  • $100M$1B

    Savant Wealth Management's revenue is in the range of $100M$1B

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