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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-22-1993
- Office Locations
- 79
Office Locations
About Savant Wealth Management
Savant Wealth Management is an Illinois-based wealth manager serving retail and institutional clients with investment planning and portfolio construction, including legacy and business-succession planning plus insurance solutions. Portfolios lean on ETFs and mutual funds, with access to fixed income and alternatives (real estate, hedge funds) and ESG/SRI options. Custody commonly at Schwab and Fidelity.
Reported data analysis
What the numbers show
Between October 28, 2025 and April 30, 2026, reported AUM increased 33.5%, from $37.1B to $49.6B.
Across 5 reported observations, AUM increased 314.4% between November 2, 2022 and April 30, 2026, from $12.0B to $49.6B.
Of the latest reported AUM, 99.1% is discretionary and 0.9% is non-discretionary.
The firm reports 238 advisory representatives and 24,204 clients, or 101.7 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 79 reported office locations and 33 years in operation. The source data was last updated on July 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
MARGARET MARY BAER
Chief Compliance Officer, Director of Operations, Member Owner
- CRD
- --
- Ownership
- Less than 5%
BRENT RAYMOND BRODESKI
Chief Executive Officer, Founder
- CRD
- #2114022
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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ALLISON ANN ALEXANDER
Financial Advisor
- CRD
- #6311988
Richard H. Allison
Financial Advisor
- CRD
- --
Showing 2 of 408 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,000,077,686 | $556,064 |
| Non-Discretionary | $607,709,873 | $2,675,811 |
| Total | $55,607,787,559 | $559,895 |
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Separately Managed Accounts
SMA allocation detail is available
Savant Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
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Savant Wealth Management's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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