Partner with Savvy
Refer exceptional advisors. Weāll handle the rest.
This program is available to approved tactical partners only.
What this program is
Our Advisor Referral Program is designed for trusted partners in our ecosystem who collaborate closely with advisors and want a straightforward way to introduce them to Savvy.
When a referred advisor joins Savvy, we compensate you for the introduction.
Clear process. Real value. Built for long-term partnership.
How it works
Submit an advisor referral
Use the form below to share the advisors and your information and their business and goals.
We take it from there
Our team will review the submission, confirm fit, and handle the full process.
You get paid if they join
Partners receive $10,000 for each successful advisor placement, with additional tiered bonuses based on revenue production.
See incentives table
Who weāre looking for
Solo shop, independent advisors operating within a RIA, or captive advisors looking to go independent, all with $25M+ in active, fee-based, portable AUM looking for a partner to support their independent practice.
Advisor teams or advisor groups with $100M-$400M in AUM looking for a long-term strategic partner.
Why advisors choose Savvy
"Savvy's AI handles the 'paperwork jungle,' so I spend my day where it mattersāwith clients."
Arynton Hardy
Financial Advisor
Arynton's results since joining Savvy:
70%
AUM business growth
45%
Increase in client households
19 hrs/week
Saved on manual workflows
"Savvy inherited our entire client billing process, saving us considerable time each month. The team automated 80% of the effort, so the previously week-long process is now completed by them in one day."
Eugene Hoover, CFPĀ®
Wealth Manager
Eugene's billing transformation:
80%
Billing effort automated
1 day
Down from 1 week process
100%
Process handled by Savvy Ops
"I am able to rely on my Savvy Investment Operations team for trading: models are easily invested, trades are drafted and I'm able to review prior to execution, security equivalents are well organized, one-off complex items are well executed, concentrated positions/illiquid securities are handled intelligently."
Josh Bergman, JD, CFA Hardy
Wealth Manager
JNB Wealth, Powered by Savvy
JNB Wealth, Powered by Savvy
Josh's trading operations support:
100%
Model investment execution
Full
Trade review & draft process
Expert
Complex securities handling
Submit an advisor referral
Share the advisor details. Weāll validate the referral and take it from there.
FAQ
When is a referral considered successful?
When the advisor officially starts at Savvy.
How are referral incentives determined?
Incentives are based on the projected annualized recurring revenue of the referred advisor's practice.
Can I refer more than on advisor?
Absolutely!
What if the advisor is already in contact with Savvy?
They are not eligible for a referral fee. We will notify you if your referred advisor is already actively in process.
When are incentives paid?
The full referral incentive is paid within 30 days of the advisor joining Savvy.
