Savant Capital Management

Savant Capital Management

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190 Buckley Drive

Rockford, IL 61107

815-227-0300

zeroalphagroup.com

No. advisers: 143

AUM: $5,572,850,428

Asset Breakdown

Staff
Employees 143
Clients
High-net-worth individuals 26-50%
Financial planning clients More than 500
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 $5,617,303,696 4,529 $1,240,297
Non-discretionary 0 0 $0
Total $5,617,303,696 4,529 $1,240,297

Success stories: Midwest

December 8, 2018 - Rank Firm Phone/website Total Discretionary Nondiscretionary Employees assets ($M) accounts assets ($M) accounts assets ($M) accounts 1 Moneta Group Investment Advisors 100 South Brentwood, Suite 500 Clayton, MO 63105 (314) 726-2300 monetagroup.com $18,512.80...

Largest fee-only RIAs

June 9, 2018 - Rank 2018 2018 Total Discretionary Nondiscretionary Firm Phone/website assets ($M) accounts assets ($M) accounts assets ($M) accounts Employees 1 Financial Engines Advisors 1050 Enterprise Way, Third Floor Sunnyvale, CA 94089 (408) 498-6000 financialengines.com...

The biggest obstacles to building a billion-dollar RIA

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...

Largest fee-only RIAs by region, based on assets under management

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...

Private equity investors zero in on the RIA business

August 9, 2017 - Private equity has discovered the financial advice industry, which can represent a whole new set of opportunities — and challenges — for advisory firms. "The appeal for us is, it provides some capital to help us continue to grow," said Scott Hanson,...

RIA Rundown: By the Numbers

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....

Top regional fee-only RIAs

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...

Best Buy founder among outsiders betting on financial advice firms

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,...

    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.

For comments or suggestions about the Adviser Center, please contact us.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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.

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