Savvy Advisors, Inc.
● SEC registered since 2022CRD 318493SEC# 801-123656New York, NY
Reg. AUM
$5B
Employees
170
Accounts
14,645
Location
New York, NY
About Savvy Advisors
Savvy Advisors is associated with Savvy Wealth, an AI-native custodial platform for independent RIA owners. It offers practice management, compliance, transition support, and tools intended to give advisors more time with clients.
Summary based on the firm’s website.
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/General Counsel | Under 5% | 2025 |
| Ritik (nmn) Malhotra Control | Chief Executive Officer | Under 5% | 2022 |
| Savvy Wealth, Inc. Control | Shareholder | Over 75% | 2022 |
Frequently 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 | 41 East 11th Street, 2 Floor, New York, NY 10003 |
| Phone | 833-745-6789 |
| Office hours | 9-5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$5B▲ 286%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,389 advisers
EmployeesTop 5%
More than 95% of 16,799 advisers
Assets under management
$5Bregulatory AUM
Discretionary $4.97BNon-discretionary $32.5M