Unlock your personalized path to lasting wealth
Find an independent fiduciary advisor with the resources, technology, and support to give your financial goals the attention they deserve.
assets under management
experienced financial advisors
households serviced
Started by someone on your side of the table
When Savvy's founder, Ritik Malhotra, set out to find a financial advisor for himself, he spoke with over a hundred. The value of a great advisor was clear, but the experience was broken. Advisors were buried in paperwork, toggling between disconnected systems, and stretched too thin to give clients the attention they deserved.
With a background in product and engineering, he saw a gap between the purpose of the profession and the reality of the work.
Savvy Wealth was built to close it: modern infrastructure that handles the operational complexity so advisors can actually do the job they got into the business to do.
What you get with a Savvy advisor
Personal guidance with more attention
Savvy handles the operational lift behind the scenes so your advisor can stay focused on your goals, your questions, and the decisions that matter.
70%
More time focused on you
Most financial advisors arenât legally required to act in your best interest. Savvy Advisors are.
Your advisor is a fiduciary
Many advisors are tied to product incentives, sales targets, or firm priorities. Your advisor is different. As an independent fiduciary, they are required to put your best interest first and give advice shaped around what is genuinely right for you.
Backed by institutional-grade intelligence
Behind your advisor sits an in-house investment team, a direct line to Savvy's Chief Investment Officer, and the best-in-class technology that makes it all run.
18% higher relative return compared to the S&P 500 in 2025*
*Savvy Total Portfolios All Equity vs S&P 500. Relative return refers to the percentage increase between percentages
âSavvy provides the ability to customize an investment portfolio to our needs. Other institutions we have worked with were too "cookie cutter" and put us in defined plans/portfolios.â
Bill O., Wilmington, N.C.
âJacob 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.â
David S.
Bradenton, Florida
ADVISOR
Arynton Hardy
âSavvy puts my best interests first, not theirs.â
Stephen K.
Odessa, FL
ADVISOR
Arynton Hardy
âI 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.â
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. Â The testimonials being shared are not intended to be representative of all of Savvyâs client experiences. Testimonials were provided by clients on a voluntary basis and no cash or non-cash compensation was provided. Â 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. Â All investing involves risk, including the possible loss of principal and fluctuation of value. Â Past performance is no guarantee of future results.
A complete approach to your wealth
Meet the advisors behind Savvy
Every advisor in the Savvy network meets our bar for experience, independence, and client commitment. Get to know a few of them.
Your financial future deserves more
Connect with an independent advisor who has the tools, the support, and the freedom to focus entirely on you.
Are you a financial advisor?
Learn how Savvy's platform can help you serve your clients better, with less operational burden and more intelligent tools at your fingertips.
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.