Since 1986, Savant has been committed to providing you with the advice, experience, and value you deserve in wealth management.

1. Sa●vant (sa-vänt’)
n. a learned scholar: a wise person.
Thomas Muldowney Created
Savant Planning Group, Ltd.
1986-1991 ● 1 Employee

2. Brent Brodeski Partners with Thomas Muldowney
When I joined Tom, I was on a
mission to discover how to do it right...
1992
1992 ● 2 Employees
“We share the same business philosophy
and because of the unique skills we’ve each
brought to the table it has worked out well.”

3. 1993
1993 ● 2 Employees
1st Client
Under New
Partnership
$8,722,277.00 Year-end AUM
Restoration of the New
Savant Office Began at
1625 E. State Street

4. 1994$35,887,026.33 AUM
Tom and Brent began teaching investment and
finance courses at Northern Illinois University,
Rock Valley College and Rockford College.
50th Client
Under the New
Partnership
1994 ● 2 Employees $35,887,026.33 Year-end AUM

5. First Newsletter Sent
Office Restoration Completed
19951995 ● 3 Employees $56,170,570.05 Year-end AUM

6. 1996 ● 5 Employees
1996
$81,973,798.40 Year-end AUM
Beginning of
Regional Exposure!

7. For the first time, Savant is named as
one of the nation’s “Best 250 Financial
Advisers” by Worth Magazine.
1997 ● 7 Employees $112,601,871.55 Year-end AUM
1997

8. 1998 ● 9 Employees $155,351,596.80 Year-end AUM
1998 Dick Bennett Joins
Savant and the
Freeport Office Opens

9. 1999 ● 10 Employees $217,412,216.18 Year-end AUM
1999 500th Client

10. 2000 ● 13 Employees $277,643,046.58 Year-end AUM
Savant Moves
Corporate Office
190 Buckley Drive
Rockford, IL
2000

11. 2001 ● 15 Employees $313,392,369.88 Year-end AUM
2001
Savant Makes the List:
Bloomberg Magazine’s
Top Wealth Managers
1st SAVANTalk
Newsletter with
New Look

12. 2002 ● 15 Employees $325,641,615.89 Year-end AUM
2002
Savant’s online at
www.savantcapital.com
Worth, Bloomberg & J.K. Lasser’s
Top Advisor

13. 2003
2003 ● 18 Employees $508,509,508.87 Year-end AUM
The Bear is Dead Party!
½ Billion AUM and 1000 Clients
All About Mutual Funds
CNNFN Appearance
Portfolio “Tune-up”
CNNFN Appearance
Mile
Marker
Year

14. 2004 ● 22 Employees $705,729,557.67 Year-end AUM
2004 Medical Economics lists Savant as
one of “The 150 Best Financial
Advisers for Doctors” for the first time.
Featured in
Wealth Strategies for Executives &
The Wealth Factor.
Financial
Planning
CNNFN
Appearances

15. 2005 ● 34 Employees $910,320,785.55 Year-end AUM
2005
Opened Hoffman Estates, IL Office.
Savant’s 3rd Office
Worth’s “100 Most Exclusive
Wealth Advisors”
Savant Featured on
Cover of Business
Profile Magazine
Bloomberg’s Top
Wealth Manager

16. 2006 ● 34 Employees $1,235,044,835.86 Year-end AUM
1986- 2006
A U M
A Billion Thanks
2006
10th Straight Year on Worth’s
“Top Wealth Advisors” List
Financial Advisors Magazine’s “Fastest Growing RIA” List
Savant Opens 4th
Office in Geneva, IL

17. 2007 ● 47 Employees $1,515,381,737.48 Year-end AUM
2007
Savant Earns Two CEFEX Certifications for Role as Advisor & Steward
Freeport, IL
Savant Makes Barron’s List of the “Top 100
Independent Financial Advisers in the Country”
and is Inc. Magazine’s 90th Fastest Growing
Private Financial Services Firm.
Savant Opens 5th Office
in Madison, WI

18. Chicago
Magazine Top
Financial
Advisor
2008 ● 54 Employees $1,192,894,052.00 Year-end AUM
2008
Reuters Advisor Point Top Advisor
Website Phase II Launched

19. 2009
Savant Launches
Inaugural Issue of
Savant Wise Wealth Weekly
BusinessWeek “Most Experienced
Registered Investment Advisors”
Tom
Muldowney
Featured on
Cover Story
1st Savant
OnDemand
Webinar
2009 ● 55 Employees $1,582,703,824.00 Year-end AUM
Brent Brodeski
featured in
The Wall Street
Journal

20. 2010 ● 61 Employees $1,949,854,283.00 Year-end AUM
http://www.keppleteam.com/agent_files/peor
ia%20skyline.jpg
2010
Savant Portfolios and
Savant Private Trust Launched
Opened Peoria, IL Office
RAAC
“Community Impact for a
Business” Award
Barron’s
“Top 100” Advisor

21. A U M
2 Billion Thanks
1986 – 2011
2011
2011 ● 73 Employees $2,044,009,349.00 Year-end AUM
Association of Fundraising Professionals
“Outstanding Corporation” Award for the
Rockford Area Chapter
Financial Advisor
#43 of 454 in
“2011 Top RIA Rankings”
Financial Planning
#36 of 50 in “Nation’s
Top RIAs”
Barron’s
“Top 100”
Advisor

22. Savant Capital Management, Inc.
Changes to Savant Capital, LLC
Savant Combined with The
Monitor Group in McLean, VA
www.savantcapital.com
Mobile Site is Launched
Sixth Consecutive Year as Barron’s
“Top 100” Independent Advisor
Savant Article Published in
Industry Journal
2012 ● 87 Employees $2,909,959,342.00 Year-end AUM
2012

23. 2013
Building Ideal Futures
Campaign Launched
Social Media
Presence Established
An Evening with Gus Sauter
eSAVANTadvisor.com Launched
2013 ● 93 Employees $3,632,469,656.00 Year-end AUM
Relationships
Established with

24. 2014 ● 104 Employees $4,120,006,730.00 Year-end AUM
2014
Savant Profiled in Barron’s as One of
the Nation’s Top Independent
Advisory Firms.
Savant Opened Office
in Naperville, IL.
Savant’s 9th Office!
Launched New Redesigned
Company Website

25. 2015
Opened Office in Wilmette, IL.
Savant’s 11th office.
The Corcoran Group Joined
McLean Office.
Accounting
Financial &
Business
Consulting
Payroll
Tax Planning
& Preparation
Savant Tax & Consulting Launched
2015 Best-in-Business IMPACT Award TM
Introduced the Ideal Futures
Financial Health Assessment TM

26. Savant opens it’s 13th office
location in Park Falls, WI
30Years
Savant celebrates its 30th
anniversary
2016 ● 137 Employees $4,861,777,491.00 Year-end AUM
Savant Capital Management,
Co-founder, Thomas Muldowney,
retires after 30 years
$30,000 awarded to
twelve nonprofit
organizations
Employee Project ELLF
raised $22,857.09 for the
Rockford Rescue Mission
Savant
expands
employee
ownership
from 19 to 47