Savant Wealth Management

Overview

Savant Wealth Management is an SEC registered investment adviser based in Rockford, IL, registered since 1993. It reports $55.6B in assets under management across 81,840 accounts, with 659 employees. It has 392 investment adviser representatives.

Reported AUM

$55.6B

Discretionary

99%

Accounts

81,840

Average account

$679K

Employees

659

Advisory reps

392

Registered since

1993

Jurisdictions

51

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Other Investment Advisors
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 9

• Brent Raymond Brodeski Founder, Chief Executive Officer CRD 2114022
• Ahmed Saad Hassanein Chief Financial Officer CRD 2888045
• Charles Zachary Ivey Chief Investment Officer CRD 4402334

6 more executive officers, with direct contact details

Advisory reps 3 of 392

• Allison Ann Alexander Investment Adviser Rep CRD 6311988
• Richard H Allison III Investment Adviser Rep CRD 7648597
• Stephen Henry Ambrose III Investment Adviser Rep CRD 7492504

389 more advisory reps, with emails, phones and branch locations

Location

Headquarters

190 Buckley Dr
Rockford, IL 61107

County

Winnebago

Metro area

Rockford, IL

Region

Midwest

Registrations

• SEC registered
• Registered in 51 jurisdictions

Every state, with registration dates

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