What departments does Savant Wealth Management have?

Savant Wealth Management has employees across 12 departments including Finance, Administrative, Human Resources, Research, Customer Success.

What is the largest department at Savant Wealth Management?

The largest department at Savant Wealth Management is Finance with 7 employees.

Where are Savant Wealth Management employees located globally?

Savant Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Savant Wealth Management's team size changed over time?

Savant Wealth Management's team has grown from approximately 497 to 510 employees based on available data.

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.

Savant Wealth Management Global Highlights

North America
779

United States Of America
779

Savant Wealth Management's Leadership

D. R.
Chief Financial Officer
Mobile Phone
Email
D. H.
Chief People Officer
Mobile Phone
Email
L. R. R.
President
Mobile Phone
Email
P. Z.
President
Mobile Phone
Email
R. F.
Founder, Partner
Mobile Phone
Email
J. C.
Owner-Member * Financial Advisor * Team Lead
Mobile Phone
Email
P. C.
Owner/Fiduciary Wealth Advisor
Mobile Phone
Email
J. C. C.
Financial Advisor & Member Owner
Mobile Phone
Email

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

M. L.
Tax Manager
Mobile Phone
Email
Oct 22, 2024
M. A.
Marketing Operations, Brand, And Integration Manager
Mobile Phone
Email
May 12, 2026
P. C.
Retirement Plan Business Development Manager
Mobile Phone
Email
Jul 30, 2024
R. R.
Talent Acquisition Leader
Mobile Phone
Email
Oct 18, 2024
T. W.
Business Analyst / Project Manager
Mobile Phone
Email
Aug 15, 2024
T. H.
Payroll Manager
Mobile Phone
Email
Jul 17, 2026
Y. B.
Manager Of Accounting
Mobile Phone
Email
Oct 22, 2024
B. J.
Principal
Mobile Phone
Email
Oct 23, 2024
D. F.
Senior Talent Acquisition Specialist
Mobile Phone
Email
Oct 18, 2024
K. R.
Senior Financial Planner
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Savant Wealth Management known for?

Savant Wealth Management was founded in 1986 operates in the Financial Services industry; 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?

Savant 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?

Savant Wealth Management has approximately 645 employees as of July 2026. These team members are located across 1 continents, including North America.

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

As of July 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

Savant Wealth Management Employee Directory

Find Savant Wealth Management employees' phone numbers or email addresses

Name search is limited — try advanced search instead

Savant Wealth Management Global Highlights

North America
779

Savant Wealth Management's Leadership

Savant Wealth Management Employee Metrics

Contact profiles from Savant Wealth Management

Frequently Asked Questions

What is Savant Wealth Management known for?

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

How many employees does Savant Wealth Management have currently?

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

Savant Wealth Management Employee Directory

Find Savant Wealth Management employees' phone numbers or email addresses

Name search is limited — try advanced search instead

Savant Wealth Management Global Highlights

North America779

Savant Wealth Management's Leadership

Savant Wealth Management Employee Metrics

Contact profiles from Savant Wealth Management

Frequently Asked Questions

What is Savant Wealth Management known for?

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

How many employees does Savant Wealth Management have currently?

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

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

North America
779

Everything for prospecting,
in one platform.