LeadIQ logo
Learn more at LeadIQ.com

Savant Wealth Management Employee Directory

Financial ServicesIllinois, United States501-1000 Employees

Savant Wealth Management is a financial services firm and registered investment adviser headquartered in Rockford, Illinois. The company employs between 501 and 1000 people. Its services span investments, financial planning, tax management, estate planning, private trusts, family wealth transfer, accounting services, and retirement plan services. The firm emphasizes unbiased advice and a process-driven approach aimed at helping clients achieve their stated goals. The company has expanded through acquisitions and partnerships, including the acquisition of Source Financial Advisors in 2024, the acquisition of Desmondwealth in 2026, and a partnership with Exencialwealth Advisors in 2026.

Find Savant Wealth Management employees' phone numbers or email addresses

Savant Wealth Management Global Highlights

Location
Employees

North America
738

Minus sign iconPlus sign icon
  • United States Of America
    738

Savant Wealth Management's Leadership

  • Stylized image of a person
    D. R.
    Chief Financial Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. H.
    Chief People Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. R. R.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. Z.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. F.
    Founder, Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. R.
    Executive Assistant To The Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. J. H.
    Managing Partner | Financial Advisor | Memberowner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. S.
    Financial Advisor/Managing Director/Member Owner/Executive Services Center Of Excellence
    Phone icon
    Mobile Phone

Savant Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Analytics
  • Administrative
  • Accounting
  • Marketing
  • Other
  • Information Technology
  • Banking
  • Community & Social Services
  • Entrepreneurship

Contact profiles from Savant Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. J. H.
    Managing Partner | Financial Advisor | Memberowner
    Phone icon
    Mobile Phone
    United StatesKentucky
    May 21, 2026
  • Stylized image of a person
    C. S.
    Financial Advisor/Managing Director/Member Owner/Executive Services Center Of Excellence
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    May 28, 2026
  • Stylized image of a person
    M. W.
    Financial Advisor / Member Owner
    Phone icon
    Mobile Phone
    United StatesMississippi
    Apr 16, 2026
  • Stylized image of a person
    A. S. C.
    Owner, Financial Advisor, Managing Director
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jun 02, 2026
  • Stylized image of a person
    E. C.
    Owner And Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesKentucky
    Apr 16, 2026
  • Stylized image of a person
    C. B.
    Managing Partner
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    May 21, 2026
  • Stylized image of a person
    L. C.
    Managing Director/Financial Advisor/Member Owner At Savant Wealth Management
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 02, 2026
  • Stylized image of a person
    S. A.
    Managing Partner
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Jun 02, 2026
  • Stylized image of a person
    M. M.
    Managing Partner - Operations Leader
    Phone icon
    Mobile Phone
    United States
    Jun 02, 2026
  • Stylized image of a person
    J. C.
    Owner-Member * Financial Advisor * Team Lead
    Phone icon
    Mobile Phone
    Jun 01, 2026

Frequently Asked Questions

What is Savant Wealth Management known for?

Minus sign iconPlus sign iconSavant Wealth Management was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 190 Buckley Drive Rockford, Illinois 61107 United States; you can contact the main corporate office by phone at
+1-815-227-****
. Explore Savant Wealth Management's company overview page for more information.

What is Savant Wealth Management's most common email format?

Minus sign iconPlus sign iconSavant Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Savant Wealth Management email formats with LeadIQ.

How many employees does Savant Wealth Management have currently?

Minus sign iconPlus sign iconSavant Wealth Management has approximately 627 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Savant Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, Savant Wealth Management's key employees include:

  • Chief Financial Officer: D. R.
  • Chief People Officer: D. H.
  • President: L. R. R.
  • President: P. Z.
  • Founder, Partner: R. F.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.