SAVANT WEALTH MANAGEMENT
Latest filing: Mar 28, 2025 (64 days ago)
AUM
$29,064,581,877
19% change vs. 1 year ago
121% change vs. 3 years ago
335% change vs. 5 years ago
605% change vs. 10 years ago
Employee Count
565
4% change vs. 1 year ago
126% change vs. 3 years ago
225% change vs. 5 years ago
383% change vs. 10 years ago
Main Office
ROCKFORD, IL
190 BUCKLEY DRIVE, ROCKFORD, IL, UNITED STATES, 61107
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $29.0 |
| Non-Discretionary | $0.0 |
| Total | $29.1 |
| Client | AUM |
|---|---|
| Retail | $25.1 |
| Pooled | $0.0 |
| Institutional | $3.9 |
| Total | $29.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 11,681 | $9.0 |
| Average Individual AUM | $769,475 | |
| HNW | 3,400 | $16.1 |
| Average HNW AUM | $4,748,292 | |
| Retail Total | 15,081 | $25.1 |
| Average Retail AUM | $1,666,496 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $18.4 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $29.1 |
| Retail SMA AUM | $25.1 |
| Institutional SMA AUM | $3.9 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 39% | $11.3 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 2% | $0.6 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 55% | $16.0 |
| Other Pools | 0% | $0.0 |
| Cash | 4% | $1.2 |
| Other | 0% | $0.0 |
| Total | 100% | $29.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| SAVANT GPS, LLC | $0.0 | accountancy | - |
| SAVANT LEGAL LLP | $0.0 | law firm | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
19 active
| Name | Title |
|---|---|
| BRODESKI, BRENT, RAYMOND | CHIEF EXECUTIVE OFFICER, SHAREHOLDER |
| BROWN, LAVONNE, LYNN | CHIEF COMMUNICATIONS & CULTURE OFFICER |
| HRDLICKA, KEVIN, MICHAEL | CHIEF OPERATING OFFICER |
| MORRISON, ROBERT, EARL | CHIEF STRATEGY & INNOVATION OFFICER |
| BAER, MARGARET | CHIEF COMPLIANCE OFFICER |
| WALTERS, CHRIS, ALAN | CHIEF GROWTH AND PRACTICE OFFICER |
| LAWLOR, PATRICK, EDWARD | HEAD OF MERGERS AND ACQUISITIONS |
| BEAIRD, PATRICK, C | MANAGER |
| BROD, JACK, GARY | MANAGER |
| COLLINS, CHRISTOPHER, LAWRENCE | MANAGER |
| TAYLOR, RICHARD, KEITH | MANAGER |
| DUTTON, STEPHEN, C | MANAGER |
| JOHNSTON, CHARLES, DEAN | MANAGER |
| SIMON, NEAL, JERRY | MANAGER |
| SEGAL, SPENSER | MANAGER |
| ZINDEL, JON, WALTER | CHIEF FINANCIAL OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
244 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| KILIE SMITH | ROCKFORD | IL | S65|2023-10-02 | ||||||
| EMILY BURKE | ROCKFORD | IL | S63|2023-03-11|S65|2024-01-27 | ||||||
| ROBERT WITT | ROCKFORD | IL | S63|1997-03-03 | CERTIFIED FINANCIAL PLANNER | |||||
| JASON ENGLISH | ROCKFORD | IL | S63|2004-06-17|S65|2005-02-28 | ||||||
| MILO OLSON | ROCKFORD | IL | S66|2022-04-25 | ||||||
| WADE WARREN | ROCKFORD | IL | S63|2005-03-24|S66|2006-04-06 | CERTIFIED FINANCIAL PLANNER | |||||
| STEPHEN LORENCE | ROCKFORD | IL | S65|2014-07-02 | CERTIFIED FINANCIAL PLANNER | |||||
| WILLIAM GUNLICKS | ROCKFORD | IL | S65|2006-06-02 | CERTIFIED FINANCIAL PLANNER | |||||
| PAULINA KSIAZEK | ROCKFORD | IL | S65|2020-10-16 | CERTIFIED FINANCIAL PLANNER | |||||
| MICHAEL BRISCOE | ROCKFORD | IL | S63|2021-08-22|S65|2023-07-06 | ||||||
| JUDITH PFLAUMER | ROCKFORD | IL | S65|2006-07-08 | ||||||
| CORY BUEHLER | ROCKFORD | IL | CERTIFIED FINANCIAL PLANNER | ||||||
| SARAH MCGINNISS | ROCKFORD | IL | S65|2015-05-05 | CERTIFIED FINANCIAL PLANNER | |||||
| JOSEPH CLEMENS | ROCKFORD | IL | S65|2023-03-17 | ||||||
| PAUL STANISZEWSKI | ROCKFORD | IL | S63|1992-07-30|S65|1999-04-07 | CERTIFIED FINANCIAL PLANNER | |||||
| SARAH NOLTE | ROCKFORD | IL | S66|2014-10-29 | CERTIFIED FINANCIAL PLANNER | |||||
| DEREK CARTER | ROCKFORD | IL | S63|1998-01-09 | CERTIFIED FINANCIAL PLANNER | |||||
| BRADLEY STEWART | ROCKFORD | IL | S65|2017-07-13 | CERTIFIED FINANCIAL PLANNER | |||||
| JONATHAN PANZICA | ROCKFORD | IL | CERTIFIED FINANCIAL PLANNER | ||||||
| MICHAEL CYRS | ROCKFORD | IL | CERTIFIED FINANCIAL PLANNER | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $29.1 | $0.0 | 0% | 565 | 0 | 0% |
| 2025-04-21 | $29.1 | $0.0 | 0% | 565 | 0 | 0% |
| 2024-04-02 | $24.4 | $4.7 | 19% | 543 | 22 | 4% |
| 2023-04-04 | $13.4 | $15.6 | 116% | 333 | 232 | 70% |
| 2022-04-01 | $13.1 | $15.9 | 121% | 250 | 315 | 126% |
| 2021-04-05 | $9.0 | $20.1 | 225% | 205 | 360 | 176% |
| 2020-04-01 | $6.7 | $22.4 | 335% | 174 | 391 | 225% |
| 2019-04-01 | $5.4 | $23.7 | 440% | 163 | 402 | 247% |
| 2018-04-02 | $5.6 | $23.5 | 420% | 143 | 422 | 295% |
| 2017-04-01 | $4.7 | $24.4 | 522% | 136 | 429 | 315% |
| 2016-04-01 | $4.2 | $24.8 | 588% | 136 | 429 | 315% |
| 2015-04-01 | $4.1 | $24.9 | 605% | 117 | 448 | 383% |
| 2014-04-01 | $3.6 | $25.5 | 706% | 102 | 463 | 454% |
| 2013-04-01 | $2.9 | $26.2 | 899% | 90 | 475 | 528% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| IL, AK-10/21/2016, AL-12/14/2012, AR-12/14/2012, AZ-03/31/2003, CA-02/27/2004, CO-03/14/2005, CT-12/07/2012, DC-05/29/2012, DE-12/14/2012, FL-04/01/2003, GA-03/22/2007, HI-10/21/2016, IA-03/17/2005, ID-12/14/2012, IL-03/26/1993, IN-03/22/2007, KS-12/14/2012, KY-11/11/2009, LA-05/29/2012, MA-12/14/2012, MD-03/14/2005, ME-10/21/2016, MI-03/31/2003, MN-03/27/2007, MO-03/24/2010, MS-10/21/2016, MT-12/14/2012, NC-03/22/2007, ND-12/14/2012, NE-03/27/2013, NH-12/14/2012, NJ-01/07/2013, NM-12/14/2012, NV-12/14/2012, NY-02/27/2008, OH-02/27/2008, OK-03/28/2016, OR-12/14/2012, PA-03/22/2007, RI-09/11/2015, SC-09/14/2006, SD-10/21/2016, TN-03/27/2009, TX-03/31/2003, UT-12/14/2012, VA-02/27/2008, VT-11/26/2013, WA-05/29/2012, WI-05/01/1996, WV-03/27/2013, WY-10/20/2017 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV