RIA Intel›Advisers›New York›SAVVY ADVISORS, INC.

SAVVY ADVISORS, INC.

Advisory

N·NEW YORK, NY

Data as of Jan 30, 2026 · Source: SEC Form ADV

Total AUM
$1.3B
1-Year AUM Growth
+249.9%
3-Year CAGR
+52.7%
Employees
52
Assets Under Management
Total AUM$1.3B
Discretionary AUM$1.3B
Non-Discretionary AUM$8M
Discretionary %99.4%
Total Clients1,207
Team
Total Employees52
Investment Advisers60
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record37
First FilingMar 9, 2022
Latest FilingJan 30, 2026
🔒 Full AUM trend chart and 37 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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