Savant Capital Management

Savant Capital Management

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190 Buckley Drive

Rockford, IL 61107

815-227-0300

savantcapital.com

No. advisers: 136

AUM: $4,220,000,000

Asset Breakdown

Staff
Employees 136
Clients
High-net-worth individuals 51-75%
Financial planning clients N/A
High-net-worth client assets Up to 75%
Compensation
Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $4,220,000,000 3,946 $1,070,544
Non-discretionary 0 0 $0
Total $4,220,000,000 3,946 $1,070,544

Top regional fee-only RIAs

December 4, 2016 - Northeastern success stories Rank Firm Phone Website Total assets ($M) Total accounts Employees 1 Silvercrest Asset Management Group (212) 649-0600 silvercrestgroup.com $31,199.2 1,068 117 2 Veritable (610) 640-9551 veritablelp.com $13,588.5 2,999 85...

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November 22, 2016 - The demand for advisory firms to grow larger and larger has some reaching out to strange bedfellows for financial support. Best Buy founder Richard M. Schulze is among the investors who recently took a 25% stake in Meristem Family Wealth, a $2.35 billion...

The coming wave of M&A for advisory companies

October 23, 2016 - If your firm is looking for acquisitions, it has plenty of company. Forty-three percent of firms that participated in the 2016 InvestmentNews Financial Performance Study said they're planning to make an acquisition in the next two years. The biennial...

Savant targeting acquisitions after attracting $50M to buy out co-founder

October 3, 2016 - Savant Capital Management, already about a $5 billion RIA, is preparing to get much bigger. The Rockford, Ill.-based registered investment adviser has secured $50 million from private investors to buy the interests of retiring co-founder Tom Muldowney,...

Adviser's Consultant: How to create a wealth transfer process for clients

February 10, 2016 - Brent Brodeski set out a year and a half ago to beef up Savant Capital Management's estate planning capabilities and create a process for clients who wanted to leave behind a legacy. His first move was to hire a premiere attorney in northern Illinois...

Some RIAs cautious of using alts, despite industry buzz

February 17, 2015 - Clients, product manufacturers and even major custodians are all pushing the advice industry toward alternative investment products, but some registered investment advisers are still holding back. Alternative investments, which generally include nontraded...

The top-ranked fee-only U.S. RIAs by region

December 11, 2014 - Northeastern RIAs Firm Total Assets ($M) Total Accounts Discretionary Assets ($M) Discretionary Accounts Nondiscretionary Assets ($M) Nondiscretionary Accounts Employees Chevy Chase Trust Company $18,944.00 2,861 $18,944.00 2,861 $0.00 0 76 Silvercrest...

Fidelity Institutional weighs own robo offering

December 2, 2014 - Fidelity Institutional is rapidly expanding its robo-adviser offerings and may even one day launch its own automated advice platform. The second-largest custodian to registered investment advisers, Fidelity said Tuesday it will begin offering financial...

Schwab tells advisers its online advice platform won't be a threat to RIA biz

November 5, 2014 - Charles Schwab & Co. defended its move to introduce its own online advice platform next year, saying it's not competition for the 7,000 financial advisers who custody assets with them. Walt Bettinger, The Charles Schwab Corp. chief executive, reassured...

What to do about dementia? Advice for the adviser

November 3, 2014 - What would you do? My client, Alice, seems confused. Last week she called to request a withdrawal of $50,000. Today she is calling again to ask for $50,000. She doesn't remember the request she made a few days ago and she can't seem to explain the purpose...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

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*Methodology: InvestmentNews qualified 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.