Your first step toward financial confidence

Work with a dedicated Savvy advisor and get personalized guidance for the decisions that matter most.

$
9
B

assets under management

150
+

experienced advisors

Our Custodians:

Get matched with a Savvy Advisor today

Featured in1:

“Jacob and Savvy provide personalized guidance rather than boiler plate advice. The underlying approach that Savvy takes has performed better than the firm I previously used.”

David S.

Bradenton, Florida

ADVISOR

Arynton Hardy

“Savvy puts my best interests first, not theirs.”

Stephen K.

Odessa, FL

ADVISOR

Arynton Hardy

“I didn't have an advisor previously. I certainly had a lot to learn and my Savvy advisor took the time to make sure the information was clear and I felt comfortable with the decisions made regarding details related to rolling over multiple 401k's and IRAs and setting up my investment strategy.”

Kimberly M.

Phoenix, AZ

ADVISOR

Arynton Hardy

The testimonials shared herein were collected from clients of Savvy and are based on their unique experiences, in their own words.  The testimonials being shared are not intended to be representative of all of Savvy’s client experiences. Testimonials were provided by clients on a voluntary basis and no cash or non-cash compensation was provided.  Any mention of performance in a client testimonial is based on their experience working with Savvy and is not intended to represent an opinion on performance related to investments or holdings.  All investing involves risk, including the possible loss of principal and fluctuation of value.  Past performance is no guarantee of future results.

For advisors
Why SavvyTechnologyMarketingSWIMSolutionsTalk to our team
FOR CLIENTS
Savvy for clientsFind an advisorServicesResources for clients
COMPANY
AboutCareersPress
Form ADVForm CRSDisclosuresPrivacy PolicyTerms of Service
Form ADVForm CRSPrivacy PolicyTerms of ServiceDisclosures
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
$
9
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.