SPONSORED BY

Savant Capital Management

Filed under: RIA Serving Endowments/Foundations

Company info:

Etcetera:

  • 70 FTEs
  • Founded in 1986

Related listings:

No listings available

Related articles:

How Aspiriant knocked out another all-stock deal for an $850-million-AUM firm and why such pure-paper transactions don't grow on trees

Stanford had done its own succession spade work and its principals were willing to become workers in a Deloitte-cultured firm

How Brent Brodeski 'cut the middleman out' to get a no-strings $50 million for succession nirvana

Needing to cash out retiring partners, Savant Capital's CEO thought he needed to sell his $4.7B RIA -- 70 'conversations' later he met the potential moneymen

What they do teach at Harvard Business School that's worth learning even after banking monetary success

Personally, I have accumulated sufficient assets, but ironically it took the famed business institution to give my career a deeper purpose

Bloomberg warns that BloombergBlack is shutting down

The move toward a 'very quick death' shocks virtually everyone as the New York data giant alludes to its plans to offer financial advice down the road

Barney Frank puzzles crowd on his fiduciary stance at TD summit -- as questions from Skip Schweiss and advisors expose his haziness on the RIA structure and soul

The namesake of the Dodd-Frank bill seems to buy into a suitability approach as a gold standard for financial advice


If you are the owner of this listing, you can edit the contents and billing information. First, we have to verify via email that you are the owner: