Savvy Advisors, Inc.
● SEC registered since 2022CRD 318493SEC# 801-123656New York, NY
Reg. AUM
$5B
Employees
170
Accounts
14,645
Location
New York, NY
Savvy Advisors, Inc. assets under management
Savvy Advisors, Inc. is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2022. It reports $5 billion in regulatory assets under management and employs 170 people.
Savvy Advisors, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amir Hannan Ovadia Har-El | Chief Operating Officer | Under 5% | 2024 |
| Lisandra Evelyn Wilmott | Chief Compliance Officer | Under 5% | 2025 |
| Ritik (nmn) Malhotra Control | Chief Executive Officer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Savvy Advisors, Inc. manage?
Savvy Advisors, Inc. reports $5 billion in regulatory assets under management on its Form ADV.
How many employees does Savvy Advisors, Inc. have?
Savvy Advisors, Inc. reports 170 employees.
Where is Savvy Advisors, Inc. located?
Savvy Advisors, Inc. is based in New York, NY and has been SEC-registered since 2022.
Does Savvy Advisors, Inc. disclose fund performance?
Savvy Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 111 West 33rd Street, Unit 1410, New York, NY 10001 |
| Phone | 833-745-6789 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$5B▲ 286%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 5%
More than 95% of 16,825 advisers
Assets under management
$5Bregulatory AUM
Discretionary $4.97BNon-discretionary $32.5M