| Firm Name | Type | Location | AUM | Contact | |
|---|---|---|---|---|---|
SASavant Wealth Management Family Office |
Family Office - Multi | Rockford, IL, United States | $32.9B | ||
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About
Savant Wealth Management Family Office is a multi family office based in Rockford, IL, United States. Founded in 1986. The firm manages approximately $32.9B in assets under management. Founded1986 Contacts
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| Family Office - Multi | Rockford, United States | $19.0B | |||
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About
Savant Wealth Management is a multi-family office based in Rockford, Illinois. Established in 1986, the firm provides wealth management, investment management, and financial planning services to high net-worth individuals, trust funds, retirement plans, and non-profit organizations. The assets of the firm are managed by the executive management team. Founded1986 Website SectorsFinancial Services, Professional Services Investment TypesBuyout, Growth, Real Assets & Natural Resources - General, Venture (General), Early Stage, Expansion / Late Stage Contacts
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| Wealth Manager | Rockford, United States | $11.8B | |||
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About
Choreo is a wealth manager based in Rockford, US. Founded in 2000. Reported AUM: $11.8B. Founded2000 Website Contacts
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| Wealth Manager | Rockford, United States | — | |||
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About
Bates Financial Advisors, Inc. is one of the oldest and most experienced financial planning firms in the area. Founded1984 Website Contacts
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| Wealth Manager | Rockford, United States | — | |||
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About
Choreo Partner Alliance is a wealth manager based in Rockford, US. Founded in 2023. Founded2023 Website Contacts
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