Buyer
Savant Wealth
Evidence-based investing; fiduciary-only.
Sector footprint
One company, every side of the market
WealthThis site
Savant Wealth
Evidence-based investing; fiduciary-only.
Capability matrix
| Capability | Savant Wealth |
|---|---|
| managed | ● |
| planning | ● |
Parent organization
Savant Wealth
Founded
Not yet sourced
Scale
$25B AUM
Companies alongside it
Peers grouped as boutique-ria — the nearest comparables in the same part of the market.