The company was founded by Thomas Burkhart as a financial advisory firm for wealthy individuals.
The company's typical account size was worth $2 to $3 Million.
[2] In 1993 the company moved from Menlo Park, California to the historical Schmidt Lithography Co.
In 2016, the company moved from San Francisco, California to Oakland.
[citation needed] In 2023, Savant Investors was launched.