Your next move
done right, once.
You shouldn't lose sleep over a transition. We built our entire transition process so your clients don’t feel a thing.
weeks from signed to fully live
client onboarding time
Client retention*
*owned books
Everything handled. Nothing left to chance.
Built to move as fast as you do
Know what’s portable before you commit
Before you sign, we review your Broker Protocol status and non-compete (if applicable), then map which clients you can contact and what data comes with you. You get a compliant plan for your book, plus intros to advisors who left firms like yours.
We get to work before you arrive
Your tech stack provisioned, U4 and Form ADV filed, Schwab or Fidelity registration submitted, and your laptop shipped pre-configured. All before your start date.
A handoff your clients barely notice
Pre-loaded client data, approved outreach templates, and a Client Service Associate on every document. The move stays invisible to your clients, and your book comes with you intact.
Support that doesn't stop
Your Advisor Experience Manager owns the relationship: check-ins, office hours, growth conversations. Plus, you can lean on our network of advisors who have been in your shoes.
Your platform and custodian, moved for you
We set it up, then walk you through it
Everything is configured before you arrive. Savvy Intelligence, your dashboard, reporting, and workflows are live on day one, with your Onboarding Manager guiding you through each one.
A custodian transfer handled end to end
We prep and submit your Schwab and Fidelity packages and manage the ACATS transfer. You review and sign; we handle the rest.
See how smooth a transition can be
Related solutions
FAQ
We've done this before. Savvy works with advisors navigating non-solicitation agreements and provides transition support, including resources for legal guidance, to help you move thoughtfully within your obligations. The approach is advisor-led, and the timeline is yours to set.
You set the pace. The investment team meets with you before and after joining to map out exactly how your book will be handled. You can keep existing allocations in place while you settle in and transition clients when you're ready.
That figure applies to advisors who own their book — fully independent RIAs and breakaway advisors transitioning their own clients. For advisors coming from wirehouse or captive environments, retention depends on individual circumstances and client relationships. We'll give you a realistic picture for your specific situation on a transition call.
Most advisors are fully operational within one to four weeks of their start date. The pre-start setup — filings, tech provisioning, client data prep — happens in parallel, so there's no waiting around once you go live. Wirehouse transitions follow a phased timeline that varies by individual circumstances.
Yes. Your Advisor Experience Manager is introduced during onboarding and stays with you long after go-live — quarterly check-ins, practice questions, and ongoing support. The transition team hands off; the relationship doesn't.