About Savant Wealth
Savant Wealth is a Financial Services company based in Rockford (United States) founded in 1986. Asset management services are provided by Savant Wealth. The company has 8 employees. Savant Wealth has completed 10 acquisitions, including AMDG Financial, Alliant Wealth and Capital Directions. Its chief executive, as recorded, is Brent R Brodeski. Its website savantwealth.com draws about 169 thousand monthly visits. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Savant Wealth was established in 1986 in Rockford, United States, within the financial services sector. Asset management is handled through advisory and investment strategies tailored to client needs. Operations focus on wealth preservation and growth, with services extending to portfolio management and financial planning. The firm is led by CEO Brent R Brodeski, serving clients primarily in the domestic market.
- Headquarters Rockford, United States
- Employees 8
- SectorsFinancial Services
- Website category Finance · Investing
- Email••••••••
- Phone•••• ••••
- Website savantwealth.com
- Social LinkedIn X Facebook
- InvestorsTruist
& 1 more
- Employee Count8
- Investments & AcquisitionsAMDG Financial
& 9 more
Funding Insights of Savant Wealth
- Total Rounds 2
- Investors Count 2
All 2 funding rounds of Savant Wealth with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2021 | Private Equity Round | – | – | ||
| Oct 2021 | Debt – Conventional | – | – |
2 investors in total: 2 institutional.
Investors in Savant Wealth
Savant Wealth has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include Truist and Kelso & Company.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity investments are directed toward multiple sectors. | kelso.com | New York, United States | ||
Wealth advisory and banking services are offered to clients. | 1872 | truist.com | Charlotte, United States |
Investor details for Savant Wealth
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- Complete investor list
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People of Savant Wealth
92 people are tracked at Savant Wealth (28 in leadership, 64 in team); the tracked headcount is 8.
| Name | Role | Group |
|---|---|---|
Brent R Brodeski | CEO | Leadership |
Dennis Covington | Managing Director, Southeast | Leadership |
Martin Armbruster | Managing Director | Leadership |
Angela R. Berkosky, CFA | Director of Investment Strategy / Member-Owner | Leadership |
John McMillen, CFA, CFP® | Director of Portfolio Integration | Leadership |
Brent Brodeski | Founder & Chief Executive Officer | Leadership |
David Barton | Chief Wealth Management Officer | Leadership |
Dick Bennett, CFP(R), AIF® | Executive Vice President | Leadership |
Julie Pipitone, SPHR | Director of Talent | Leadership |
Margaret Baer, IACCP® | Chief Compliance Officer | Leadership |
Maria LaMarca | Executive Assistant to CEO | Leadership |
Don Duncan, MBA CFP® CFA CPA | Financial Advisor/Managing Director and Team Lead | Leadership |
Tory Meiborg | Financial Advisor/Managing Director | Leadership |
Steve Fuller | Regional Director For Advisory | Leadership |
Wayne B. Titus III | Managing Director and Investment Advisor | Leadership |
Patrick Lawlor - CFA®, CFP® | Head of Mergers and Acquisitions | Leadership |
LaVonne Brown | Chief Communications Officer | Leadership |
Matthew M. Gavel, CFA | Director Of Trading | Leadership |
Stacy Eckhardt | Director, Finance | Leadership |
Kevin Hrdlicka | Head Of Wealth | Leadership |
72 more people are available in the full profile.
Complete people profiles for Savant Wealth
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Investments & Acquisitions by Savant Wealth
Savant Wealth has strategically engaged in corporate development activities, having acquired 10 companies. Notable acquisitions include AMDG Financial, Alliant Wealth and Capital Directions.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Financial advisory services are provided to clients in various sectors. | sourcefa.com | New York, United States | 2012 | Dec 2024 | •••• | |
Financial planning and advisory services are provided to clients. | sortinoadvisory.com | Louisville, United States | 2014 | Nov 2024 | •••• | |
Tax, accounting, and business consulting services are provided. | peaycpas.com | Laurens, United States | 2018 | Dec 2023 | •••• | |
Accounting and financial services are provided to clients. | rfbookcpas.com | Dover, United States | 1998 | Jul 2023 | •••• | |
Diversified investment management services are provided to clients. | capdir.com | Atlanta, United States | 1985 | Feb 2023 | •••• | |
Provider of financial advisory services | sfgadvisors.com | Doylestown, United States | 1993 | Oct 2022 | •••• | |
Diversified asset management services are offered to clients. | alliantwealth.com | Manassas, United States | 1995 | Jul 2022 | •••• | |
Retirement planning and investment management services are provided by Filbrandt. | filbrandtco.com | Middleton, United States | 1986 | Nov 2021 | •••• | |
Wealth management services are provided to clients by Treybourne Wealth. | treybournewealth.com | Greenwood, United States | 2011 | Aug 2021 | •••• | |
Investment management, accounting, and financial planning services are offered. | amdgservices.com | Wayne, United States | 2002 | Jun 2021 | •••• |
Complete acquisition details for Savant Wealth
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Savant Wealth
12 dated milestones of Savant Wealth across 38 years, from founding to its latest funding, stage changes and deals.
- Founded Savant Wealth is founded.
- Acquisition Acquires AMDG Financial.
- Acquisition Acquires Treybourne Wealth.
- Funding First funding round.
- Acquisition Acquires Filbrandt.
- Acquisition Acquires Alliant Wealth.
- Acquisition Acquires SFG Wealth Planning Services.
- Acquisition Acquires Capital Directions.
- Acquisition Acquires Raymond F. Book & Associates.
- Acquisition Acquires Peay & Associates.
- Acquisition Acquires Sortino Advisory Partners.
- Acquisition Acquires Savant Wealth Management.
Competitors of Savant Wealth
Savant Wealth has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Savant Wealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
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Web traffic of Savant Wealth
The website of Savant Wealth (savantwealth.com) receives about 169K visits a month and ranks #319,069 among all websites worldwide, #3,358 in Investing.
- Monthly visits169K
▲ 24.6% vs previous month
- Unique visitors84.5K
per month
- Global rank#319,069
among all websites
- Category rank#3,358
Finance · Investing
- Bounce rate62%
- Pages per visit1.8
- Average visit36 sec
- DevicesDesktop 52% · Mobile 48%
Websites whose visitors overlap most with Savant Wealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
bairdwealth.com | bairdwealth.com | 100% | #465,749 | – | |
| moderawealth.com | 100% | 15.2K | #1,695,426 | View details | |
| lyonswealth.com | 99% | 14.5K | #1,771,908 | View details | |
| ssga.com | 96% | 1.2M | #42,859 | View details | |
| wealthspire.com | 94% | 63.5K | #670,402 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 39 similar websites and full traffic analytics for Savant Wealth
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- 39 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Savant Wealth (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Savant Wealth
Complete news archive for Savant Wealth
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Frequently Asked Questions about Savant Wealth
Savant Wealth was founded in 1986 and raised its 1st funding round 35 years after it was founded.
Savant Wealth is headquartered in Rockford, United States. It is registered at Rockford, Illinois, United States.
Brent R Brodeski is the CEO of Savant Wealth, as recorded in our data.
Savant Wealth has 8 employees.
Savant Wealth was established in 1986 in Rockford, United States, within the financial services sector. Asset management is handled through advisory and investment strategies tailored to client needs. Operations focus on wealth preservation and growth, with services extending to portfolio management and financial planning. The firm is led by CEO Brent R Brodeski, serving clients primarily in the domestic market.
Savant Wealth's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Savant Wealth has made 10 acquisitions, including AMDG Financial, Alliant Wealth, and Capital Directions.
Savant Wealth has 2 investors. Key investors include Truist, and Kelso & Company.
The website of Savant Wealth receives about 169 thousand visits a month and ranks #319,069 among all websites worldwide.