Savant Wealth Management Overview

  • Year Founded
  • 1993

Year Founded

  • Status
  • Private

  • Employees
  • 464

Employees

  • Latest Deal Type
  • Debt Refin.

  • Financing Rounds
  • 4

  • Investments
  • 24

Savant Wealth Management General Information

Description

Provider of wealth management services committed to offering an attractive benefits plan while reducing fiduciary risk and minimizing administrative burden. The company specializes in investment management, financial planning, tax preparation, advisory and family office services to financially established individuals, trust funds, retirement plans and non-profit organizations.

Contact Information

Website
www.savantwealth.com
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Accounting, Audit and Tax Services (B2C)
Other Financial Services
Primary Office
  • 190 Buckley Drive
  • Rockford, IL 61107
  • United States
+1 (815) 000-0000

Savant Wealth Management Timeline

2020202120222023
Financing RoundCaptured Employee CountEstimated Employee Growth

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Savant Wealth Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Savant Wealth Management Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of wealth management services committed to offering an attractive benefits plan while reducing fiduciary risk a
Asset Management
Rockford, IL
464 As of 2023
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00000 0000000000
Overland Park, KS
0000 As of 0000
00.000
000000000 00.000

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00000 000000000 0000
Greensboro, NC
00 As of 0000
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Savant Wealth Management Competitors (4)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Creative Planning Private Equity-Backed Overland Park, KS 0000 00.000 000000000 00.000
0000000 000000000 Corporate Backed or Acquired Greensboro, NC 00 000000&0
000 000 0000000000 Corporate Backed or Acquired Los Angeles, CA 00 000000&0
0000000 000000 000 Private Equity-Backed Overland Park, KS 0000 00000 000000000000 00000
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Savant Wealth Management Executive Team (32)

Name Title Board Seat Contact Info
Brent Brodeski Chief Executive Officer, Financial Advisor & Principal
Eric Meier Chief Financial Officer
Kevin Hrdlicka Chief Operating Officer, Director of Investments and Member Owner
Robert Morrison Chief Strategy and Innovation Officer
Philip Corcoran Financial Advisor and Managing Director
You’re viewing 5 of 32 executive team members. Get the full list »

Savant Wealth Management Board Members (10)

Name Representing Role Since
0000000 00000000 Savant Wealth Management Board Member 000 0000
00000000000 000000 Kelso Private Equity Board Member 000 0000
00000 00000 Savant Wealth Management Managing Director, Board Member and Financial Advisor 000 0000
0000 0000 Savant Wealth Management Board Member 000 0000
00000 000000 Cynosure Partners Board Member 000 0000
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Savant Wealth Management Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Savant Wealth Management Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Savant Wealth Management Investments & Acquisitions (24)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Peay & Associates 30-Nov-2023 0000000000 Accounting, Audit and Tax Services (B2B) 00000 000
Bridgeworth 15-Nov-2023 0000000000 Other Financial Services 00000 000
Raymond F. Book & Associates 20-Jul-2023 0000000000 Accounting, Audit and Tax Services (B2B) 00000 000
The Relaxing Retirement Group 26-Jun-2023 0000000000 Asset Management 00000 000
Domani Wealth 09-May-2023 Buyout/LBO Other Financial Services 00000 000
You’re viewing 5 of 24 investments and acquisitions. Get the full list »

Savant Wealth Management Subsidiaries (5)

Company Name Industry Location Founded
Baril Advisors Other Financial Services Buffalo Grove, IL 2006
Domani Wealth Lender Lancaster, PA 0000
SFG Wealth Planning Services Family Office (Multi) Doylestown, PA 0000
Treybourne Wealth Planners Asset Management Greenwood, IN 0000
Terry, Lockridge and Dunn Accounting/Auditor Cedar Rapids, IA 0000
To view Savant Wealth Management’s complete subsidiaries history, request access »