ria
Savant Wealth Management
ROCKFORD, IL
CRD: 107271
In PWD coverage since August 19, 2026 · 2 stories
$55.6BRegulatory AUMSEC Form ADV · Aug 21
659EmployeesForm ADV
PWD coverage
practice
AI is the capacity answer to the advisor shortage
Financial Advisor Magazine's 2025 RIA survey offers RIAs a playbook: automate the preparation, keep the human judgment.