Savant Investment Advisers, Inc.
SEC RegisteredINTEGRITY | UNDERSTANDING | TRADITION
About the firm
Savant Investment Advisers, Inc. offers personalized financial services focused on clients' needs, wants, and long-term goals. Their team of professionals has years of experience in financial services and aims to help clients navigate today's financial environment.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized financial strategies tailored to individual needs and goals, addressing financial questions related to investing, wealth building, asset preservation, and retirement planning.
Who they serve
Individuals investing to build wealth, protect their family, or preserve their assets, including those facing retirement or seeking to better understand investment ideas.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 210 | $59M |
| High Net Worth Individuals | 67 | $92M |
| Charitable Organizations | 10 | $2.6M |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of February 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Savant Investment Advisers, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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