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2 Chicago-area wealth managers to merge into $8 billion RIA
from Financial Advisor IQ
Rockford, Illinois-based Savant, founded 30 years ago, oversees more than $6 billion for individuals and institutions, offering investment management, financial planning, retirement plan and family office services as well as accounting, estate, trust, wealth transfer and business consulting, the company says in a press release.
Lincolnshire, Illinois-based Huber, founded in 1988, has 28 employees overseeing more than $1.6 billion for more than 1,000 individuals, pension and profit-sharing plans and charitable organizations, Savant says. more
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