SAVANT WEALTH MANAGEMENT

Latest filing: Jun 16, 2025 (126 days ago)

View on IAPD

Adviser Website

Adviser

AUM

$29,647,673,271

22% change vs. 1 year ago

126% change vs. 3 years ago

343% change vs. 5 years ago

620% 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	$29.6
Non-Discretionary	$0.1
Total	$29.6

Client	AUM
Retail	$25.6
Pooled	$0.0
Institutional	$4.1
Total	$29.6

Retail	Accounts	AUM
Individual	11,599	$9.4
Average Individual AUM		$813,093
HNW	3,419	$16.1
Average HNW AUM		$4,718,882
Retail Total	15,018	$25.6
Average Retail AUM		$1,702,286

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	$29.6
Retail SMA AUM	$25.6
Institutional SMA AUM	$4.1

Asset Class	%	AUM
Equity Exch	39%	$11.6
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%	$16.3
Other Pools	0%	$0.0
Cash	4%	$1.2
Other	0%	$0.0
Total	100%	$29.6

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 IAPD Broker	CHIEF EXECUTIVE OFFICER, SHAREHOLDER
BROWN, LAVONNE, LYNN IAPD Broker	CHIEF COMMUNICATIONS & CULTURE OFFICER
HRDLICKA, KEVIN, MICHAEL IAPD Broker	CHIEF OPERATING OFFICER
MORRISON, ROBERT, EARL IAPD Broker	CHIEF STRATEGY & INNOVATION OFFICER
BAER, MARGARET IAPD Broker	CHIEF COMPLIANCE OFFICER
WALTERS, CHRIS, ALAN IAPD Broker	CHIEF GROWTH AND PRACTICE OFFICER
LAWLOR, PATRICK, EDWARD IAPD Broker	HEAD OF MERGERS AND ACQUISITIONS
BEAIRD, PATRICK, C IAPD Broker	MANAGER
BROD, JACK, GARY IAPD Broker	MANAGER
COLLINS, CHRISTOPHER, LAWRENCE IAPD Broker	MANAGER
TAYLOR, RICHARD, KEITH IAPD Broker	MANAGER
DUTTON, STEPHEN, C IAPD Broker	MANAGER
JOHNSTON, CHARLES, DEAN IAPD Broker	MANAGER
SIMON, NEAL, JERRY IAPD Broker	MANAGER
SEGAL, SPENSER IAPD Broker	MANAGER
ZINDEL, JON, WALTER IAPD Broker	CHIEF FINANCIAL OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

244 active representatives found, showing 20 random

Name	City	State	Exams	Designations
JENNIFER O'HARA	ROCKFORD	IL	S66\|2016-07-21	CERTIFIED FINANCIAL PLANNER
JACOB DANOWSKI	ROCKFORD	IL	S65\|2022-09-30
DARYL DAGIT	ROCKFORD	IL	S63\|1986-08-28\|S66\|2007-06-19	CERTIFIED FINANCIAL PLANNER
JAMES HAYGOOD	ROCKFORD	IL	S65\|2011-07-16	CERTIFIED FINANCIAL PLANNER
PHILIP CORCORAN	ROCKFORD	IL	S63\|1993-06-11\|S65\|1994-03-22	CERTIFIED FINANCIAL PLANNER
MICHAEL BRISCOE	ROCKFORD	IL	S63\|2021-08-22\|S65\|2023-07-06
WILLIAM GUNLICKS	ROCKFORD	IL	S65\|2006-06-02	CERTIFIED FINANCIAL PLANNER
SCOTT WILLIAMS	ROCKFORD	IL	S63\|2018-10-31\|S65\|2022-01-24
EDWARD THOMAS	ROCKFORD	IL	S66\|2018-01-09	CERTIFIED FINANCIAL PLANNER\|CHARTERED FINANCIAL CONSULTANT
SHIRLENE CHART	ROCKFORD	IL	S65\|2014-11-12
KEVIN KINGSTON	ROCKFORD	IL	S63\|1991-10-01\|S65\|1999-06-30	CHARTERED FINANCIAL CONSULTANT
CORY BAREL	ROCKFORD	IL	S65\|2021-04-16	CERTIFIED FINANCIAL PLANNER
KEITH LUECK	ROCKFORD	IL	S65\|2016-01-14
DOUGLAS MORTON	ROCKFORD	IL	S65\|2002-11-19	CERTIFIED FINANCIAL PLANNER
DENNIS COVINGTON	ROCKFORD	IL	S63\|1995-04-11\|S65\|2000-06-15	CERTIFIED FINANCIAL PLANNER
JOSEPH CLEMENS	ROCKFORD	IL	S65\|2023-03-17
MARTIN PERDOUX	ROCKFORD	IL	S66\|2013-08-12	CERTIFIED FINANCIAL PLANNER
SCOTT KORNSTEDT	ROCKFORD	IL	S66\|2004-12-02	CERTIFIED FINANCIAL PLANNER\|CHARTERED FINANCIAL CONSULTANT
MICHAEL DINAN	ROCKFORD	IL	S65\|2010-01-21	CERTIFIED FINANCIAL PLANNER
ISABELLE PIERPONT	ROCKFORD	IL	S65\|2023-10-27

ADVDB.CO • SOURCE: SEC

History

Date	AUM	AUM ∆	AUM % ∆	Empl	Empl ∆	Empl % ∆
2025-08-01	$29.6	$0.0	0%	565	0	0%
2025-04-21	$29.1	$0.6	2%	565	0	0%
2024-04-02	$24.4	$5.3	22%	543	22	4%
2023-04-04	$13.4	$16.2	121%	333	232	70%
2022-04-01	$13.1	$16.5	126%	250	315	126%
2021-04-05	$9.0	$20.7	231%	205	360	176%
2020-04-01	$6.7	$23.0	343%	174	391	225%
2019-04-01	$5.4	$24.3	451%	163	402	247%
2018-04-02	$5.6	$24.1	431%	143	422	295%
2017-04-01	$4.7	$25.0	535%	136	429	315%
2016-04-01	$4.2	$25.4	602%	136	429	315%
2015-04-01	$4.1	$25.5	620%	117	448	383%
2014-04-01	$3.6	$26.0	722%	102	463	454%
2013-04-01	$2.9	$26.7	919%	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