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Your clients expect more. Now you can deliver it. Savvy handles the infrastructure, operations, and technology so you can focus on the relationships that built your business.

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Featured in:

#1

fastest growing RIA network

$

8

B

assets under management

70

%

more time for clients

our mission

Make great financial advice easier to deliver.

Why advisors choose Savvy

“Savvy has helped me grow tremendously. I started in 2024, a year later I grew [my book] 33% and then the second year I grew 40%.”

Albert Pinedo

Wealth Manager — Powered by Savvy

“You only have so many hours in the day, and those hours should be spent directly with clients. Savvy has allowed us to integrate software, cut down on time spent away from clients, so that we can achieve our goal of being a billion dollar advisory firm”

Derek Williams

Co-Founder, True Harvest Private Wealth — Powered by Savvy

“You put in a request to see a few feature, and you have it in the blink of an eye. That has absolutely revolutionized my practice”

Cindy Alvarez

Wealth Manager — Powered by Savvy

"Being at Savvy absolutely helps me serve my clients better — it's the best career decision I've made. From the feedback I hear directly from clients, they can feel, hear, and experience the difference in my ability to be a true advisor to them."

Brian Mills

Wealth Manager — Powered by Savvy

“I have never been at a place where the culture is so cohesive. At past firms, the other advisors you’d work with were, in essence, frenemies. [At Savvy], every time you get together with people, you have this deep sense of connection.”

Scott Eichler

Wealth Manager — Powered by Savvy

“It’s been a breath of fresh air to be honest. That’s been a shining star for us: the access to the Savvy Wealth Investment Management team. They’re amazing at what they do.”

Steven Harp

Founder & CEO, Colorado Wealth Group — Powered by Savvy

#1

fastest growing RIA network

$

8

B

assets under management

70

%

more time for clients

our mission

Make great financial advice easier to deliver

Learn about our mission

Why advisors choose Savvy

“Savvy has helped me grow tremendously. I started in 2024, a year later I grew [my book] 33% and then the second year I grew 40%.”

Albert Pinedo

Wealth Manager — Powered by Savvy

“You only have so many hours in the day, and those hours should be spent directly with clients. Savvy has allowed us to integrate software, cut down on time spent away from clients, so that we can achieve our goal of being a billion dollar advisory firm”

Derek Williams

Co-Founder, True Harvest Private Wealth — Powered by Savvy

“You put in a request to see a few feature, and you have it in the blink of an eye. That has absolutely revolutionized my practice”

Cindy Alvarez

Wealth Manager — Powered by Savvy

"Being at Savvy absolutely helps me serve my clients better — it's the best career decision I've made. From the feedback I hear directly from clients, they can feel, hear, and experience the difference in my ability to be a true advisor to them."

Brian Mills

Wealth Manager — Powered by Savvy

“I have never been at a place where the culture is so cohesive. At past firms, the other advisors you’d work with were, in essence, frenemies. [At Savvy], every time you get together with people, you have this deep sense of connection.”

Scott Eichler

Wealth Manager — Powered by Savvy

“It’s been a breath of fresh air to be honest. That’s been a shining star for us: the access to the Savvy Wealth Investment Management team. They’re amazing at what they do.”

Steven Harp

Founder & CEO, Colorado Wealth Group — Powered by Savvy

How we partner with advisors

Everything you need to serve your clients completely

Transition support

Switch to Savvy, keep every client

Practice management

Win back up to 19 hours a week

Legal & compliance

Stay covered and audit-ready

Investment management

Institutional investment management that adapts to how you work

Marketing & growth

In-house marketing support tailored to your brand, your market, and your goals

Financial services

Become the advisor who does it all for your clients

Technology

Consolidate 12+ vendors with one vertically integrated platform

The best advisors expect more from their platform. So do we.

Hear from advisors partnering with Savvy

"Being at Savvy helps me serve my clients better, it's the best career decision I've made. My clients can feel the difference in my ability to be a true advisor to them."

Brian Mills

Private Wealth Manager

"Access to the Savvy Wealth Investment Management team has been a shining star. The service is top-notch. And access to brilliant minds like the CIO, Anshul — I can message him and get a same-day response. Our clients are benefiting; the performance speaks for itself."

Steven Harp

Founder & CEO, Colorado Wealth Group - Powered by Savvy

"The marketing support has been phenomenal. I think we had the quickest private-wealth brand launch: Sharpe Wealth, started in January/February and finished in almost 30 to 40 days. The feedback from advisors, clients, and prospects has been nothing but positive. Without a doubt, the brand has added to our growth. We're fortunate that in less than a year with Savvy, we've doubled our assets under management."

Dave Sharpe

Partner at Sharpe Wealth - Powered by Savvy

"The best one is the new Savvy Intelligence tool. in real time, as I'm talking to a client, I can work through the situation, whether it's a Roth conversion or whether they can comfortably retire. That behind-the-scenes processing gives them a clear summary and has literally cut hours of planning and research down to minutes for every client review or prospect."

Derek Williams

Private Wealth Manager

"Women in financial services are still outnumbered. If you're a female advisor who wants a seat at the table and a voice in the room, this is where you need to be. Being at Savvy has let me really shine in a male-dominated industry. We need more women."

Cindy Alvarez

Wealth Management Advisor

"The best part about being at Savvy is the culture. I've never been somewhere so cohesive. At past firms, other advisors were essentially frenemies, they were competition, so you didn't help each other grow. At Savvy that's not the mentality, advisors are unified and work together. Every time we get together there's a deep sense of connection I haven't felt in 15-16 years in the industry."

Scott Eichler

Wealth Manager at Savvy

See if Savvy is the right fit

Whether you're exploring independence for the first time or scaling an established practice, we'd like to learn about your business and show you what Savvy can do for it.

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FAQ

What is Savvy Wealth?

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.

What is Savvy Wealth’s AUM?

Savvy Wealth has surpassed $8B in assets under management (AUM) as of July 2026.

Is Savvy Wealth a registered investment advisor?

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.

How does Savvy Wealth work for financial advisors?

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.

What makes Savvy Wealth different from a traditional RIA or wirehouse?

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.

How big is Savvy Wealth, and how many advisors are on the platform?

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.

Who is Savvy Wealth for?

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.

Does Savvy Wealth use AI?

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.