SEC-registered independent wealth management RIA
Savvy
As of its Form ADV filed March 31, 2026, Savvy, an SEC-registered independent wealth management RIA in New York, New York, reported $5.0 billion in regulatory assets under management across 14,645 accounts, ranking #24 among independent RIAs in New York by assets.
Registration
- Registration
- SEC-registered, Approved
- CRD number
- 318493
- SEC file number
- 801-123656
- Registered since
- April 11, 2022
- Latest Form ADV filing
- March 31, 2026
- Legal name
- SAVVY ADVISORS, INC.
- Organized as
- Corporation
- Fiscal year ends
- December
- Other offices
- 126
Key figures
- Regulatory assets under management
- $5.0 billion
- Discretionary
- $5.0 billion (99.3%)
- Non-discretionary
- $32.5 million
- Accounts
- 14,645 (14,488 discretionary)
- Clients
- 4,878, approximate as reported
- Employees
- 170
- Advisory staff
- 101 performing investment advisory functions
- Average account
- $341,485
- Asset growth, 1 year
- 286.1% (from $1.3 billion a year earlier)
- Asset growth, 3-year annual rate
- 252.0% (from $114.7 million three years earlier)
- Asset growth, 5-year annual rate
- Not reported
- Client growth, 1 year
- 283.2% (from 1,273)
Independent wealth management RIA: individual and high net worth clients hold at least half of its regulatory assets, it offers financial planning or portfolio management for individuals, and it is not a broker-dealer, a bank or part of one by the directory's rules. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among independent wealth management RIAs.
| Ranking | Nationally | In New York | Value |
|---|---|---|---|
| Largest independent RIAs by assets under management | #232 | #24 | $5.0 billion |
| Fastest-growing independent RIAs over one year | #3 | #2 | 286.1%from $1.3 billion |
| Independent RIAs with the biggest asset gains over one year | #61 | #7 | $3.7 billion |
| Independent RIAs with the most clients | #170 | #16 | 4,878 |
| Independent RIAs with the fastest client growth over one year | #3 | #1 | 283.2%from 1,273 |
| Independent RIAs with the most accounts | #115 | #9 | 14,645 |
| Independent RIAs with the most advisory staff | #73 | #4 | 101 |
| Independent RIAs with the most high net worth clients | #164 | #12 | 1,139 |
| Independent RIAs with the most CFP professionals | #28 | #3 | 86 |
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 3, 2022 | $25.6 million |
| October 5, 2023 | $114.7 million |
| October 1, 2024 | $401.3 million |
| September 2, 2025 | $1.3 billion |
| October 2, 2026 | $5.0 billion |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| Individuals (other than high net worth) 3,413 clients | $3.5 billion | |
| High net worth individuals 1,139 clients | $1.4 billion | |
| Corporations or other businesses 26 clients | $62.7 million | |
| Pension and profit sharing plans 24 clients | $60.0 million | |
| Charitable organizations 11 clients | $43.5 million |
How the firm is paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars or workshops
Financial planning clients (Item 5.H): 251-500.
Wrap fee program sponsor or portfolio manager: no.
Other business, affiliations and custody
Other business activities (Item 6.A)
None reported.
Financial industry affiliations (Item 7.A)
- Broker-dealer
Custody (Item 9)
The firm reported custody of client cash or securities, $1.1 billion in total.
Investment adviser representatives
- IARs registered with the firm
- 213
- Also registered through a broker-dealer
- 8
- Employees who are IARs (Form ADV 5.B(3))
- 133
Designations held by the firm's IARs: CFP 86, CFA 10, ChFC 8, PFS 1.
Between 39 and 113 of the firm's 213 IARs are registered in jurisdictions that require IAR CE. The source counts registrations by jurisdiction, and many IARs are registered in more than one, so the exact number is not knowable from it. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 2 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in New York
| Firm | City | RAUM |
|---|---|---|
| Klingman and Associates, LLC | New York | $5.7 billion |
| Compound Planning, Inc. | New York | $4.8 billion |
| Klingenstein Fields Advisors | New York | $4.7 billion |
| Seven Bridges Advisors LLC | New York | $4.6 billion |
| Karpus Investment Management | Pittsford | $4.3 billion |
The five independent RIAs nearest in regulatory assets with a main office in the same state.
Elsewhere
- Savvy on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: www.savvywealth.com
- Independent RIAs in New York
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.