Investment adviser · CRD 318493
SAVVY
Investment adviser filing (IA)
SAVVY ADVISORS, INC.
NEW YORK, NY, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $5B Form ADV · Item 5.F
- Client accounts
- 14,645 Accounts, not individual clients
- Employees
- 170 Reported in this filing
- Advisory professionals
- 101 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 3,413 | $3,481,505,336 | 69.6% |
| High-net-worth individuals | 1,139 | $1,353,323,003 | 27.1% |
| Corporations & businesses | 26 | $62,747,637 | 1.3% |
| Retirement plans | 24 | $59,963,954 | 1.2% |
| Charities | 11 | $43,504,544 | 0.9% |
Filing source
Form ADV 2060536 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
111 WEST 33RD STREET, UNIT 1410NEW YORK, NY, 10001, United States
CRD 318493
Filing source
Form ADV 2060536 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.