Savant Capital Management
190 Buckley Drive
Rockford, IL 61107
No. advisers: 136
|Financial planning clients||N/A|
|High-net-worth client assets||Up to 75%|
|Percentage of assets under management||Yes|
|Total AUM||Total Accounts||Avg. Account AUM|
February 1, 2018 - The goal for most advisers is to increase the size of the firm, both in assets under management and the number of employees. But as the late rapper Notorious B.I.G. once said, "Mo money, mo problems." The Alliance for Registered Investment Advisors, a...
December 9, 2017 - Northeastern success stories Rank Firm Phone/website Total assets ($M) Total accounts Discretionary assets ($M) Discretionary accounts Nondiscretionary assets ($M) Nondiscretionary accounts Employees 1 Silvercrest Asset Management Group (212) 649-0600...
August 9, 2017 - Private equity has discovered the financial advice industry, which can represent a whole new set of opportunities â€” and challenges â€” for advisory firms. "The appeal for us is, it provides some capital to help us continue to grow," said Scott Hanson,...
June 3, 2017 - The InvestmentNews RIA Data Center qualified over 1,900 fee-only registered investment advisory firms. For more information, please contact INResearch@investmentnews.com. Visit data.investmentnews.com/ria/ for more-complete profiles and interactive rankings....
December 4, 2016 - Rank Firm Phone Website Total assets ($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 3 BBR Partners, LLC (212) 313-9870...
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...
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...
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,...
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...
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...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
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*Methodology: InvestmentNews qualified 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. 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) nor one who is an insurance company or agency.
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