Savant Wealth Management

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

See the firm's brochure (dated July 30, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$55,607,787,559 as of October 2026, filing dated July 30, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops

Legal name

Savant Capital, LLC

Also doing business as

CORRIGAN FINANCIAL, SAVANT UNIVERSITY WEALTH MANAGEMENT, SAVANT WEALTH MANAGEMENT

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

1993 (33 years)

Employees

Total: 659. Performing investment advisory functions: 238.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

64 other offices, as of the August 2026 filing

Atlanta, GAAustin, TXBirmingham, ALBloomington, ILCedar Rapids, IAChicago, ILCincinnatti, OHClinton, SCColumbia, SCDallas, TXDover, DEDowners Grove, ILDoylestown, PAEvanston, ILFreeport, ILFullerton, CAGrand Blanc, MIGreenville, SCGuilford, CTHanover, PAHilton Head, SCHoffman Estates, ILHuntersville, NCHuntsville, ALIndianapolis, INIowa City, IAKnoxville, TNLancaster, PALewes, DELincolnshire, ILLos Gatos, CALouisville, KYManassas, VAMelville, NYMiddleton, WIMiddletown, DEMiddletown, RINaperville, ILNew York, NYNewtown, PAOklahoma City, OKOld Lyme, CTOrlando, FLPark Falls, WIPeoria, ILPlano, TXPlymouth, MIRockland, MASan Antonio, TXSanta Fe, NMSatellite Beach, FLScottsdale, AZSt. Charles, ILSt. Paul, MNStamford, CTSterling, ILTampa, FLVienna, VAWellesley, MAWestlake Village, CAWestwood, MAWoburn, MAWyomissing, PAYork, PA

States registered or notice-filed

51 states or jurisdictions

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $10,317,730,553 in the October 2021 data and $55,607,787,559 in the October 2026 data, up 439%.

Total employees: 216 in October 2021 and 659 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. August 2026
   • Regulatory assets under management went from $49,570,825,535 to $55,607,787,559 (+12%).
   • Changed its office addresses in Santa Fe, NM.
   • Updated its list of owners and control persons (Schedule A).
2. May 2026
   • Regulatory assets under management went from $38,128,452,802 to $49,570,825,535 (+30%).
   • Added an office in Austin, TX.
   • Added an office in Cincinnatti, OH.
   • Added an office in Dallas, TX.
   • Added an office in Greenville, SC.
   • Added an office in Guilford, CT.
   • Added an office in Hilton Head, SC.
   • Added an office in Huntersville, NC.
   • Added an office in Melville, NY.
   • Added an office in Newtown, PA.
   • Added an office in Oklahoma City, OK.
   • Added an office in Old Lyme, CT.
   • Added an office in Plano, TX.
   • Added an office in San Antonio, TX.
   • Added an office in Stamford, CT.
   • Added an office in Tampa, FL.
   • Added an office in Westlake Village, CA.
3. April 2026
   • Employees performing advisory functions went from 178 to 238.
   • Changed its office addresses in Evanston, IL.
   • Changed its office addresses in Louisville, KY.
   • Changed its office addresses in Sterling, IL.
   • Added an office in Grand Blanc, MI.
   • Added an office in Rockland, MA.
   • Added an office in Westwood, MA.
   • Added an office in Woburn, MA.
   • No longer lists an office in Madison, WI.
   • Updated its list of owners and control persons (Schedule A).
4. February 2026
   • Added an office in Knoxville, TN.
5. December 2025
   • Regulatory assets under management went from $29,647,673,271 to $37,127,688,152 (+25%).
6. November 2025
   • Changed its office addresses in Sterling, IL.
   • Added an office in Evanston, IL.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.