Adam David Cornwell

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2026-06-28
WA	RA	APPROVED	2026-05-04

OR RA
APPROVED

Since 2026-06-28
WA RA
APPROVED

Since 2026-05-04

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

8285 Sw Nimbus Avenue #155, Beaverton, OR 97008 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
North Ridge Wealth Advisors, Inc.	Portland	OR	11/2014	04/2026
Savant Wealth Management	Rockford	IL	05/2026	Present

11/2014 → 04/2026

North Ridge Wealth Advisors, Inc.

Portland, OR
05/2026 → Present

Savant Wealth Management

Rockford, IL

Previous Registrations

2014-11-24 → 2026-06-09

North Ridge

Beaverton, OR

Portland, OR
2006-09-12 → 2014-04-24

Vista Capital Partners, Inc.

Portland, OR

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-09-11

S65 Uniform Investment Adviser Law Examination

2006-09-11

Designations

Certified Financial Planner
Chartered Financial Analyst

View on SEC IAPD