MADISON, Wis. (March 9, 2021) – Savant Wealth Management, a nationally recognized, fee-only wealth management firm headquartered in Rockford, IL, with locations also in Madison and Park Falls, has hit a major milestone in its 35-year history. The firm has reached $10 billion in assets under management (AUM).
The milestone can be attributed to Savant’s long-term growth strategy and its client-centric model offering comprehensive wealth management services with a deep bench of professionals to support its services.
From 1993, when Savant began managing money, until 2011, Savant grew to nearly $2 billion in AUM entirely through organic growth. The firm made its first acquisition in 2012 and has since closed seven additional partnerships to expand its presence in the greater Chicagoland region and in new markets like Santa Fe, NM and Bloomington, IL. In addition, the firm recently opened an office in Arizona.
“This milestone is a direct result of Team Savant and the relationships developed throughout our 35 years in business,” said Brent Brodeski, CEO and co-founder of Savant. “Despite the challenges and other curve balls we’ve faced along the way, Savant stands ready to serve, adapt, and inspire. We remain persistent in our long-term growth strategy and commitment to providing clients wise counsel to help build ideal futures for our clients, our team, and the communities we serve.”
Savant aspires to continued growth and success in the future with an overarching goal within the next 25 years to improve more than 1 million lives.
Savant employs more than 200 team members and serves 6,500 families, over 150 companies and over 5,000 retirement plan participants. For more information about Savant Wealth Management, visit savantwealth.com.
About Savant Wealth Management
Savant Wealth Management, formerly known as Savant Capital Management, is a leading independent, fee-only firm serving clients for 30 years with $10 billion in assets under management. Savant Wealth Management offers investment management, financial planning, retirement plan, and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.
Savant is headquartered in Rockford, IL, with locations in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA. Please see Important Disclosures at savantwealth.com.
Savant Wealth Management (“Savant”) is an SEC 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.
As of 3/3/21. Includes both assets under management and assets under advisement. Assets under management represent the aggregate fair value of all discretionary and non-discretionary portfolios. Assets under advisement represent advisory-only assets where Savant does not have trading authority over the portfolio.