The independent RIA platform built for growing advisors
Keep your clients, raise your payout, and run your practice on technology we built in-house. You own the timeline: most advisors explore Savvy for months before making a move.
in client assets
advisors nationwide
Book a confidential intro call
15 minutes, no paperwork, and nothing gets back to your current firm.
An RIA and a technology company in one
Savvy Wealth is a registered investment advisor (RIA) with a technology platform we build ourselves. You join as an advisor on Savvy: we hold the ADV, handle compliance, billing, custodial relationships. You run your practice with our AI-native software, back office, and marketing support behind you.
Full-service RIA with compliance and back office included
Proprietary AI-native tech, including Savvy Intelligence
1099 paths for Independent advisors with an established book
How the economics work
No franchise fees, no platform fees stacked on top of your split. Your payout is based on your book, and we'll show you the exact math before you commit to anything.
Payout
Top grid-payouts.
Equity
Ownership in Savvy as you grow, so you build enterprise value alongside income.
What's covered
E&O insurance, compliance, technology, CSA support, and billing.
AI-native technology we build ourselves
One login for your CRM, planning, portfolio management, and client portal. Savvy Intelligence drafts meeting notes, surfaces client tasks, and cuts the hours you spend on admin work each week.
Your transition, handled
A dedicated transition team maps your accounts, handles repapering, and works with you on protocol and non-solicit questions well before you resign anything.
Most advisors transition [X]% of their book within [X] days.
Confidential intro call, no paperwork, no notice to your firm
Economics review and platform demo on your book's actual numbers
Transition planning with a dedicated team when you're ready
Client service associates (CSAs) included, centralized compliance, and a named transition lead (verify specifics)
Advisors who made the move
"Transition was smooth. We moved 90% of our book in 75 days."
"Transition was smooth. We moved 90% of our book in 75 days."
"Transition was smooth. We moved 90% of our book in 75 days."
How to compare independent RIA platforms
Whether you're looking at Savvy or anyone else, these are the things that separate the best independent RIA platforms from the rest.
See the platform on your numbers
A 15-minute intro call, confidential, and on your timeline. You'll leave with the payout math on your actual book.
Book a confidential intro call
15 minutes, no paperwork, and nothing gets back to your current firm.
FAQ
Savvy Wealth is an intelligent wealth management platform built for independent financial advisors. Savvy Wealth Inc is the technology company, and its affiliated registered investment adviser (RIA), Savvy Advisors, Inc., is registered with the SEC. Together they give advisors an all-in-one platform: in-house technology, investment management, and a full operations team, so advisors can run their practice without the overhead.
Savvy Wealth has surpassed $8B in assets under management (AUM) as of July 2026.
Yes, Savvy Advisors, Inc. is an SEC-registered investment adviser (RIA), with CRD #318493, and it's the RIA that advisors and clients work with. Savvy Wealth Inc is the parent technology company. SEC registration does not imply a particular level of skill or endorsement by the Commission.
Savvy is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make running an independent practice simple and scalable. Savvy handles the middle and back office, including client onboarding, compliance, daily service requests, and portfolio operations, and gives advisors dedicated human support across operations, client service, and marketing, so their time goes to advising clients and growing the practice.
Savvy Wealth combines in-house technology with a full operations and marketing team under one roof, and every partner advisor has access to Savvy's equity program. Advisors keep ownership of their client relationships, choose their own brand or the Savvy brand, and keep their own investment approach or use Savvy's, which is rare in captive wirehouse and bank models.
Savvy Wealth supports more than 100 advisors and over $7B in recruited assets (as of July 2026). Advisors join Savvy Wealth from wirehouses, banks, existing registered investment advisers (RIAs), and other independent platforms, and the firm reports that its platform saves advisors up to 19 hours per week on manual workflows.
Savvy Wealth is built for financial advisors who want independence with full support: registered investment adviser (RIA) owners, established independent advisors who came from other independent platforms, advisors breaking away from a wirehouse or bank, and teams who want to grow without building their own operations, compliance, and technology stack from scratch.
Yes, Savvy Wealth uses AI across its platform, and the belief behind it is that AI should make advisors better, amplifying their judgment rather than replacing it. Savvy builds its technology in-house, including Savvy Intelligence, an AI workspace that brings client data together and compresses hours of routine work into minutes, plus an AI note-taker and an AI-powered CRM. The aim is to give advisors more time with clients while they stay in control of the advice.