Savant Wealth Management

Firm record

As recorded in SEC IAPD

Firm CRD

107271

SEC number

801-43144

Firm type

RIA

Assets under management

$49.6B as of Apr 30, 2026

Website

x.com/savantwealth ↗

Phone

815-227-0300

Address

190 Buckley Drive, Rockford, IL, 61107

Advisors at this firm

276 in our index · page 1 of 6

• Allison Ann AlexanderCRD 6311988 · Rockford, IL
  IA Registered
• Dominic Joseph AnzevinoCRD 5538797 · Rockford, IL
  IA Registered
• Matthew David ArmstrongCRD 5917049 · Rockford, IL
  IA Registered
• Richard H. AllisonCRD 7648597 · Manassas, VA
  IA Registered
• Stephen Henry Ambrose, IIICRD 7492504 · Rockford, IL
  IA Registered
• James Andrew BaileyCRD 2726041 · Huntersville, NC
  IA Registered
• William Bushman BainCRD 6572237 · Westwood, MA
  IA Registered
• Lois Kaltenbach BasilCRD 5899498 · Chicago, IL
  IA Registered
• Tracy Sean BeardCRD 4123807 · Rockford, IL
  IA Registered
• Richard Paul BenderCRD 2202253 · Rockford, IL
  IA Registered
• Angela Renee BerkoskyCRD 5908250 · Lancaster, PA
  IA Registered
• Patti Boatwright BlackCRD 2814232 · Birmingham, AL
  IA Registered
• Paul Michael BodeCRD 4832267 · St. Charles, IL
  IA Registered
• Raymond Frank BookCRD 4399512 · Dover, DE
  IA Registered
• Karen Lynn BoschertCRD 5450762 · Huntersville, NC
  IA RegisteredRegistration inactive
• David William BreggerCRD 1277916 · Austin, TX
  IA RegisteredRegistration inactive
• John Forrest BrownCRD 2076607 · Plano, TX
  IA Registered
• Scott Richard BrownCRD 4400748 · Dover, DE
  IA Registered
• Taylor Hayes BrownCRD 6337643 · Birmingham, AL
  IA RegisteredRegistration inactive
• John Forrest BurnsCRD 1538784 · Dallas, TX
  IA Registered
  Disclosure event(s) on record
• Cory Robert BarelCRD 7374076 · Suite 260, MA
  IA Registered
• Connor Edwin BeckerCRD 8252417 · Rockford, IL
  IA Registered
• Alexander Chance BerneyCRD 7898401 · Oklahoma City, OK
  IA Registered
• Brennan D BleckerCRD 7628513 · Middleton, WI
  IA Registered
• Shane Patrick BrennanCRD 8007092 · Westwood, MA
  IA Registered
• Jack Henry BuchholzCRD 8294874 · Rockford, IL
  IA Registered
• Paul Andrew BurianCRD 7901754 · Doylestown, PA
  IA Registered
• Emily Katherine BurkeCRD 7426170 · Rockford, IL
  IA RegisteredRegistration inactive
• Stephen Manning CarlsonCRD 1950548 · Knoxville, TN
  IA Registered
  Disclosure event(s) on record
• Kristin Renee CarltonCRD 5733620 · San Antonio, TX
  IA Registered
• Derek Arthur CarterCRD 2874759 · Rockford, IL
  IA Registered
• Shirlene D ChartCRD 5246812 · Middleton, WI
  IA Registered
• Laura Kathleen ChiesmanCRD 1390267 · Satellite Beach, FL
  IA Registered
  Disclosure event(s) on record
• John Colburn ClarkeCRD 5702537 · Middleton, WI
  IA RegisteredRegistration inactive
• Melissa Lynn ClarkeCRD 3259258 · Fullerton, CA
  IA RegisteredRegistration inactive
• Travis Richard CliffCRD 4458105 · Middleton, WI
  IA Registered
• David Douglas CloseCRD 1579758 · Evanston, IL
  IA Registered
• Michael Lee ConerlyCRD 2799202 · Huntersville, NC
  IA Registered
• Philip Edmund CorcoranCRD 2339161 · Vienna, VA
  IA Registered
• Daniel Gerard CorriganCRD 1987254 · Middletown, RI
  IA Registered
• Timothy Michael CourtneyCRD 2700992 · Oklahoma City, OK
  IA Registered
• Dennis Wayne CovingtonCRD 2604616 · Atlanta, GA
  IA Registered
• Stephen Doty CummingsCRD 5305204 · Chicago, IL
  IA Registered
  Disclosure event(s) on record
• Joel Robert CundickCRD 5451575 · Vienna, VA
  IA Registered
• David Marcus CurlesCRD 5284702 · Birmingham, AL
  IA RegisteredRegistration inactive
• Patrick Joseph CurranCRD 5975003 · Atlanta, GA
  IA RegisteredRegistration inactive
• Michael Thomas CyrsCRD 6407276 · Rockford, IL
  IA Registered
• Adam James CajandigCRD 7161843 · Plano, TX
  IA Registered
• George Alex CarlsonCRD 7125386 · Plano, TX
  IA RegisteredRegistration inactive
• Lauren Christine CecchiniCRD 8230659 · Woburn, MA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.