Take Control.
Define Your Legacy.
You’ve worked hard to build your financial advisory practice. Now, elevate it to greatness.
Earn More. Keep More.
Smarter Tools. Stronger Results.
Built for Ambition.
Total Freedom.
Personalized financial roadmaps tailored to your unique goals.
Curated investment portfolios aligned with your unique financial goals and preferences
Dedicated investment team provides dedicated support to your wealth manager and portfolio through quarterly
Backed by trusted custodians Charles Schwab and Fidelity, to custody and safeguard your assets.
Take Control.
Define Your Legacy.
You’ve worked hard to build your financial advisory practice. Now, elevate it to greatness.
Earn More. Keep More.
Smarter Tools. Stronger Results.
Built for Ambition.
Total Freedom.
Personalized financial roadmaps tailored to your unique goals.
Curated investment portfolios aligned with your unique financial goals and preferences
Dedicated investment team provides dedicated support to your wealth manager and portfolio through quarterly
Backed by trusted custodians Charles Schwab and Fidelity, to custody and safeguard your assets.
Take Control.
Define Your Legacy.
You’ve worked hard to build your financial advisory practice. Now, elevate it to greatness.
Earn More. Keep More.
Smarter Tools. Stronger Results.
Built for Ambition.
Total Freedom.
Personalized financial roadmaps tailored to your unique goals.
Curated investment portfolios aligned with your unique financial goals and preferences
Dedicated investment team provides dedicated support to your wealth manager and portfolio through quarterly
Backed by trusted custodians Charles Schwab and Fidelity, to custody and safeguard your assets.
Working at Savvy is different. This is where you dominate:
Independent (W-2 or 1099)
W-2 only
Independent
Industry-leading payouts with equity participation, transition support, and benefits
Lower payouts with complex compensation structures
Variable payouts contingent upon efficiency
Cutting edge, proprietery technology platform that unifies CRM, back-office ops, compliance, and marketing to deliver better client experiences
Outdated systems that hinder operational efficiency
Basic integrations that rely on non-proprietary systems
Proactive marketing expertise with end-to-end Lead Generation, SEO, Content Marketing, Social Media, and Campaign support with Compliance approval built-in
Restricted support with limitations on social media and digital marketing
Self-funded marketing efforts without the backing of centralized resources or Compliance approvals
Full autonomy to tailor client portfolios, inclusive of an extensive range of alternative investment options
Incentives to promote proprietary products with commissions, restricting fiduciary commitments and client outcomes
Approval hurdles required for a narrow selection of alternative investments
Remote-first culture with access to flexible office space in NYC
Mandatory presence in company-owned offices, emphasizing traditional work environments
Freedom to choose work location with out-of-pocket expenses for office space
Freedom to select preferred hardware and software, fully supported for seamless remote operations
Fixed in-office technology setup with limited options for personalization
Broad selection available, but associated costs and integration vary without centralized IT support
Each advisor is paired with a dedicated client services manager, ensuring personalized support at no extra cost
Basic access to a service center, often requiring additional payment for specialized support
Lacks default support structure, necessitating self-funded staff hires for personalized service
Comprehensive compliance and risk management services provided by the firm, ensuring advisors can focus on their clients
Standard compliance services offered by the firm, with adherence to strict regulations
Compliance oversight provided, but the approach and resources may vary
Multi-custodial platform with Charles Schwab and Fidelity as custodians with clearing services provided
Custody and clearing services according to firm policies
Limited flexibility
Your Practice. Your Rules.
You’re not just an advisor. You’re a trailblazer. At Savvy, we don’t box you in—we set you free. Free to grow. Free to innovate. Free to own your success.
Earn More.
Keep More.
Smarter Tools. Stronger Results.
Built for Ambition.
Total Freedom.
The best advisors don’t follow the rules
—they rewrite them.