Best-in-State · rank 83 · Birmingham, Alabama · listed firm: Savant Wealth Management
Logo asset (hotlink-protected, view at source): https://brandfolder.com/savantwealthmanagement
Identity & firm
- Firm — Savant Wealth Management (high)
- “D. Wayne Harris, CFP® – Managing Partner & Financial Advisor” — firm_official
- Parent company — independent (high)
- “Savant Wealth Management is an independent registered investment adviser (RIA) with minority stakes from Kelso & Company and The Cynosure Group” — sec_finra_regulatory
- Firm type — independent_ria (high)
- “Savant Wealth Management is a majority employee-owned, independent registered investment adviser” — firm_official
- Team name — gap: not_found_after_search
- Team size — 11 (high)
- “The Birmingham office has 11 team members, including 9 Savant employee owners” — firm_official
- CRD — 1937707 (high)
- “David Wayne Harris, CFP® – CRD #1937707” — sec_finra_regulatory
- Years experience — 38 (high)
- “Wayne Harris has over 35 years of experience in financial services, having entered the industry in 1988” — firm_official
- Designations — CFP (high)
- “D. Wayne Harris, CFP®” — firm_official
Book of business
- Team AUM ($M) — 2100 (high)
- “Team Assets (Custodied): $2.1B” — forbes_shook
- Account minimum ($M) — 0.3 (high)
- “Minimum Investable Assets: $300,000 (with a $2,500 minimum annual fee for accounts below minimum)” — firm_official
- Typical client net worth ($M) — 1 (high)
- “Typical Net Worth of Relationships: $1-5M” — forbes_shook
- Client niche — financially established individuals and families nearing retirement; executives, professionals, and business owners (high)
- “We work with financially established individuals and families nearing retirement, as well as executives, professionals, business owners, physicians and university administrators” — firm_official
- Custodians — gap: not_applicable
- Fee model — aum_fee (high)
- “fee-only, majority employee-owned firm that provides objective advice aligned with clients' best interests” — firm_official
Positioning & marketing
- Website url — https://savantwealth.com/locations/birmingham-alabama/ (high)
- “Financial Advisors in Birmingham, Alabama – Savant Wealth Management” — firm_official
- Value proposition (verbatim) — Functioning much like a forward-thinking medical center, Savant leverages its deep bench of financial advisors and in-house estate planning, taxation, trust, insurance and accounting specialists to collaborate, provide valuable insights, and develop a plan of action to address the unique situation of each client. (high)
- “Functioning much like a forward-thinking medical center, Savant leverages its deep bench of financial advisors and in-house estate planning, taxation, trust, insurance and accounting specialists to collaborate, provide v” — firm_official
- Differentiators — Fee-only, fiduciary model with no commissions, Integrated in-house expertise: tax, estate, trust, accounting, and legal advisory, Majority employee-owned structure aligned with client interests, Deep bench of specialized advisors across multiple disciplines (high)
- “fee-only, majority employee-owned firm that provides objective advice aligned with clients' best interests” — firm_official
- “Savant leverages its deep bench of financial advisors and in-house estate planning, taxation, trust, insurance and accounting specialists” — firm_official
- Content marketing — active (high)
- “Savant Views & News – regular blog and insights published on Savant's site covering financial planning, market commentary, and thought leadership” — firm_official
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/wayne-harris-cfp/ (high)
- “Wayne Harris, CFP® – Savant Wealth Management” — social_or_third_party_db
- Social presence — linkedin_active (high)
- “LinkedIn profile: https://www.linkedin.com/company/savant-wealth-management with regular posts and updates” — social_or_third_party_db
- Press awards — Forbes Best-in-State Wealth Advisors 2026 (#83 Alabama), InvestmentNews 5-Star Wealth Management Team (2025), Forbes Best-in-State Wealth Advisors 2024, 2023, 2022 (high)
- “Wayne Harris ranked #83 in Alabama on the 2026 Forbes America's Top Wealth Advisors list” — forbes_shook
- “Savant's Birmingham team recognized by InvestmentNews as a 5-Star Wealth Management Team” — professional_press
Visual brand
- Has distinct logo — yes (high)
- “Savant Wealth Management features an owl encased in a shield shape as its brand logo, distinct from the previous corporate branding” — firm_official
- Logo url — https://brandfolder.com/savantwealthmanagement (medium)
- “Savant Wealth Management official digital assets and brand materials available on Brandfolder” — firm_official
- Visual brand notes — Owl in shield logo symbolizing wisdom and protection; modern, clean brand identity with updated color palette and 'Wise Counsel' tagline (high)
- “The owl symbolizes wisdom and thoughtfulness; the shield represents protection and fortitude. The design reflects Savant's name meaning learned, wise scholar” — firm_official