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$
8
B

assets under management

150
+

advisors nationwide

Our Custodians:
"Being at Savvy helps me serve my clients better, it's the best career decision I've made. My clients can feel the difference in my ability to be a true advisor to them."
Brian Mills
Private Wealth Manager

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$
8
B

assets under management

150
+

advisors nationwide

Our Custodians:
"Being at Savvy helps me serve my clients better, it's the best career decision I've made. My clients can feel the difference in my ability to be a true advisor to them."
Brian Mills
Private Wealth Manager
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¹The organizations shown have featured Savvy or its personnel. They do not endorse Savvy, and Savvy did not compensate them for the referenced coverage.
#1 fastest growing RIA network based on Inc 5000 Fastest Growing Company ratings and Savvy’s proprietary internal data, cross-referenced with other leading RIAs reported growth rates, excluding M&A, as of July 30, 2026. Based on company growth from 2023-2025. Learn more: https://www.inc.com/inc5000/2026
$
8
B AUM as of
July 2026
“70% more time for clients” based on research that 70% of advisors' time is spent on middle- and back-office workflows. Advisors at Savvy offload this responsibility to our operations team, reporting gains of up to 19 hours/week. Individual experiences vary.
“Switch to Savvy, keep every client” based on internal Savvy onboarding data showing that amongst advisors who own their books, 100% of their clients successfully transition within the transition period (as of July 2026). Individual experiences vary. We cannot guarantee results.
Savvy Advisors, Inc. (“Savvy Advisors”) is an investment adviser located in New York, NY. Savvy Advisors is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Savvy Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Savvy Advisors' website (referred to herein as the “Website”) is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Savvy Advisors’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Savvy Advisors with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.