Own your practice,
own your future
Partner with an RIA that combines intelligent technology with world-class people to help you run your independent practice.
Running a firm with $1B+ in assets?
Large RIAs have unique infrastructure, compliance, and transition needs. We work with enterprise firms on tailored partnerships. Let's talk about what Savvy looks like at your scale.
Built for advisors who want to own what they build
Established practices
You are already Independent
What's holding you back?
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Most of your time is spent in middle- and back-office operations
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Your tech stack is working against you
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Your firm can't keep up with your ambitions
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Your firm nickel-and-dimes you at every turn
Breakaway advisors
What's holding you back?
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You feel like you canât act in your clientsâ best interest
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You're building equity for a firm, not for yourself
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Your tech stack is working against you
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Your firm can't keep up with your ambitions
All of the upside of independence, none of the overhead
At Savvy, you stay in control of your practice and client experience. We handle the complexity behind the scenes.
Full ownership of your business, and equity in Savvy
You own your client relationships and your data outright. No lock-in clauses, ever. Operate on your terms: choose who you work with, set your investment philosophy, and structure your fees your way. Every advisor is also eligible for equity in Savvy, so you share in what we build together.
You focus on advising, Savvy Intelligence connects the dots
AI agents pull your clients' investments, tax, planning, and CRM data into one intelligent workspace and act on it: drafting financial plans, surfacing recommendations, and prepping what's next for every client. That's more headspace for judgment, strategy, and the clients who need you.
A peer network that makes you better
Join 100+ advisors who connect daily in Slack to share referrals and ask questions. Put faces to names through regional events, retreats, and programming.
You own your business, Savvy powers it
Comparison Methodology and Disclosures
The comparison presented above reflects Savvy Wealth's assessment of the business models and technology platforms available to financial advisors, based on market research conducted by Savvy Wealth using publicly available informationâincluding product documentation, platform marketing materials, and publicly disclosed feature setsâas of July 2026. The features, capabilities, and offerings of third-party platforms are subject to change, and Savvy Wealth makes no representation that the information reflected in this comparison remains current or complete as of any later date. Advisors are encouraged to independently verify the capabilities of any platform before making a decision.
The following statements reflect Savvy Wealth's evaluation as of the date noted above:
"AI that can see your clients' complete picture." This comparison is based on Savvy Wealth's review of publicly available information regarding the data-integration and artificial-intelligence capabilities of competing platforms as of July 2026. It reflects Savvy Wealth's understanding that, as of that date, no competing platform reviewed offered an artificial-intelligence capability providing a comparably integrated, complete view of a client's financial picture. This assessment is limited to the platforms and publicly available information reviewed and may not account for features that were undisclosed, in development, or released subsequently.
"World-class marketing, operations, and investment support included." The characterization "world-class" reflects the opinions of financial advisors who have joined Savvy Wealth, based on their own comparison of the marketing, operations, and investment support they receive at Savvy Wealth to their prior experience at other firms. It is a statement of subjective opinion, is not a guarantee of any particular level or quality of service, and should not be relied upon as such. Individual experiences may vary.
This comparison is provided for informational purposes only. It does not constitute investment, legal, tax, or accounting advice, nor an offer or solicitation of any product or service. Nothing herein is a guarantee of future results.
Relevant services
See if Savvy is the right fit
Whether you're exploring independence for the first time or scaling an established practice, we'd like to learn about your business and show you what Savvy can do for it.
FAQ
Savvy operates on a revenue-sharing model. There are no upfront fees to join. Your payout depends on your AUM.
Most advisors are fully operational within 30 days. Our transition team handles the paperwork, account transfers, and technology setup. You focus on your clients.
Savvy is multi-custodial with Fidelity and Schwab. If you're already with one of those custodians, the transition is even smoother. If you're coming from somewhere else, we handle the repapering process.
We work with advisors navigating restrictive covenants regularly. Our compliance and legal team can help you understand your options and plan a transition that respects your existing agreements.
Yes. Many advisors transition with their existing support staff. We'll work with you to structure the right setup for your team and practice.
One integrated platform: portfolio management, trading, rebalancing, client portal, CRM, financial planning, tax optimization, and AI-powered tools through Savvy Intelligence. All built in-house by our engineering team.
Savvy is an AI-native RIA. The platform was built from scratch, not assembled through acquisitions, so the tools actually work together. That, plus dedicated human support and an advisor equity program.
We work with advisors across a range of practice sizes. There's no hard minimum, but Savvy is built for advisors who are serious about growing an independent practice. The best way to find out is to have a conversation with us.
Yes. Savvy has an in-house marketing team that builds campaigns, content, and collateral tailored to your practice and target clients. It's included in the platform, not an add-on.
As a 1099 contractor, you're running your own business. You're responsible for your own taxes, health insurance, and retirement contributions. The tradeoff is full ownership of your book, higher payouts, and the ability to build real equity. Many advisors find the economics more than compensate for the benefits they give up.