Overview
Assets Under Management: $163 million
Headquarters: HOMEWOOD, IL
High-Net-Worth Clients: 67
Average Client Assets: $1.4 million
Frequently Asked Questions
SAVANT INVESTMENT ADVISERS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #121794), SAVANT INVESTMENT ADVISERS, INC. is subject to fiduciary duty under federal law.
SAVANT INVESTMENT ADVISERS, INC. is headquartered in HOMEWOOD, IL.
SAVANT INVESTMENT ADVISERS, INC. serves 67 high-net-worth clients according to their SEC filing dated February 04, 2026. View client details ↓
According to their SEC Form ADV, SAVANT INVESTMENT ADVISERS, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
SAVANT INVESTMENT ADVISERS, INC. manages $163 million in client assets according to their SEC filing dated February 04, 2026.
According to their SEC Form ADV, SAVANT INVESTMENT ADVISERS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.63%
Average Client Assets: $1.4 million
Total Client Accounts: 439
Discretionary Accounts: 424
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 121794
Filing ID: 2042788
Last Filing Date: 2026-02-04 14:53:49