Insights

Growth through Acquisition Savant Wealth Management has recently expanded its footprint by acquiring FirstWave Financial and Source Financial Advisors, indicating a strategic focus on growth through acquisitions. This presents opportunities to offer complementary financial products and services to their expanded client base.

Focus on High-Net-Worth Clients The company’s engagement with high-net-worth individuals, particularly women navigating divorce, highlights a specialized client segment that may benefit from tailored wealth management solutions and advanced estate planning services.

Technology-Driven Approach With a sophisticated tech stack including Thomson Reuters, Tableau, and MySQL, Savant Wealth emphasizes data-driven decision-making. This approach suggests an openness to innovative financial tools and services that enhance client advice and operational efficiency.

Strong Market Position Ranking #13 among ETF Power Users and managing over $26 billion in assets signals a robust market presence and a client base that values extensive investment options, indicating opportunities for firms offering innovative ETF and investment management solutions.

Leadership Transition Opportunities Recent executive changes, including the departure of the CEO and the appointment of a new CFO, point to a company undergoing strategic evolution, creating avenues for partnerships or consulting services focusing on organizational growth and leadership development.

Savant Wealth Management Tech Stack

Savant Wealth Management uses 8 technology products and services including Thomson Reuters, Tableau Desktop, LiveIntent, and more. Explore Savant Wealth Management's tech stack below.

  • Thomson Reuters
    Accounting And Finance
  • Tableau Desktop
    Advanced Analytics And Data Science
  • LiveIntent
    Advertising
  • MySQL
    Database
  • Microsoft
    Miscellaneous
  • PHP
    Programming Languages
  • Google Tag Manager
    Tag Management
  • Max Mega Menu
    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
57%
Last@savantcapital.comDoe@savantcapital.com
35%
First.Last@savantcapital.comJohn.Doe@savantcapital.com
7%
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, Illinois 61107 United States. The company has employees across 1 continents, including North 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.

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 February 2026, Savant Wealth Management has approximately 521 employees across 1 continents, including North America. Key team members include Chief Financial Officer: D. R.Chief People Officer: D. H.President: L. R. R.. 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 Thomson ReutersTableau DesktopLiveIntentMySQLMicrosoftPHPGoogle Tag ManagerMax Mega Menu.

What is Savant Wealth Management's email format?

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Savant Wealth Management's email format typically follows the pattern of FLast@savantcapital.com. 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

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, Illinois 61107 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1986
Employees
501-1000

Section iconFunding & Financials

  • $500M$1B

    Savant Wealth Management's revenue is estimated to be in the range of $500M$1B

Section iconFunding & Financials

  • $500M$1B

    Savant Wealth Management's revenue is estimated to be in the range of $500M$1B

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