Savvy Advisors, Inc.
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 318493
· SEC file 801-123656
· New York, NY
· www.savvywealth.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $5.0B
- Discretionary
- $5.0B
- Clients
- 4,613
- Avg AUM / client
- $1.1M
- Accounts
- 14,645
- Employees
- 170
AUM over time
$0
$5.0B
Dec 2021
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3,413 | $3.5B | 69.6% |
| High net worth individuals | 1,139 | $1.4B | 27.1% |
| Pension and profit sharing plans | 24 | $60.0M | 1.2% |
| Charitable organizations | 11 | $43.5M | 0.87% |
| Corporations and other businesses | 26 | $62.7M | 1.25% |
People (168)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Malhotra, Ritik, (Nmn) | Chief Executive Officer | Jul 2021 (5y) | ≈ 18.75% – 50% via Savvy Wealth, Inc. | |
| Horne, Tara, Nichole | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Har El, Amir, Hannan Ovadia | Chief Operating Officer | Jul 2024 (2y) | Less than 5% | |
| Eric Egan Kirste | Registered representative | CFP | Jul 2022 (4y) | |
| Michael Joseph Mc Carthy | Registered representative | CFP | Jul 2022 (4y) | |
| Daniel Joseph Perrino | Registered representative | Aug 2022 (4y) | ||
| Daniel M Brady | Registered representative | Sep 2022 (4y) | ||
| Frank Grant Remund | Registered representative | CFP | Jul 2023 (3y) | |
| Ryan Alexander Bond | Registered representative | CFP | Aug 2023 (3y) | |
| Michael Most | Registered representative | Aug 2023 (3y) | ||
| Frank William Malpigli | Registered representative | Nov 2023 (3y) | ||
| John Adel Khoury | Registered representative | Dec 2023 (3y) | ||
| Dustin Heath Parsons | Registered representative | Dec 2023 (3y) | ||
| Aaron Wiegman | Registered representative | CFP | Jan 2024 (3y) | |
| David Gao | Registered representative | Jan 2024 (3y) | ||
| Arynton Senna Hardy | Registered representative | Feb 2024 (2y) | ||
| David Gottlieb | Registered representative | Mar 2024 (2y) | ||
| Scott Glenn Eichler | Registered representative | Apr 2024 (2y) | ||
| Nicklaus C Austin | Registered representative | Apr 2024 (2y) | ||
| Louis Green | Registered representative | CFP CFA | Apr 2024 (2y) | |
| Jesus Alberto Pinedo | Registered representative | May 2024 (2y) | ||
| Nathan William Kunkel | Registered representative | CFP | May 2024 (2y) | |
| Brian Wesley Mills | Registered representative | Jun 2024 (2y) | ||
| Jon Nicholas Mclaughlin | Registered representative | Jul 2024 (2y) | ||
| Brad Ian Morgan | Registered representative | CFP | Jul 2024 (2y) | |
| Brian Thomas Boswell | Registered representative | CFP | Jul 2024 (2y) | |
| Colin D Farr | Registered representative | CFP | Jul 2024 (2y) | |
| Michaela Sarah Sullivan | Registered representative | Jul 2024 (2y) | ||
| Andrew Martino | Registered representative | Aug 2024 (2y) | ||
| Craig Alan Austad | Registered representative | CFP | Sep 2024 (2y) | |
| Eric Scott Passin | Registered representative | Oct 2024 (2y) | ||
| Janelle Rae Van Meel | Registered representative | Nov 2024 (2y) | ||
| Samuel Saleh | Registered representative | Chartered Financial Consultant | Dec 2024 (2y) | |
| Cynthia Diane Alvarez | Registered representative | Dec 2024 (2y) | ||
| Jason Wesley Craine | Registered representative | CFP | Dec 2024 (2y) | |
| Eugene Edwin Hoover | Registered representative | CFP | Dec 2024 (2y) | |
| Andrea Nolan | Registered representative | Dec 2024 (2y) | ||
| Joshua Anthony Barone | Registered representative | Jan 2025 (2y) | ||
| Robert Nicholas Barone | Registered representative | Jan 2025 (2y) | ||
| Michael Anthony Lambrecht | Registered representative | Jan 2025 (2y) | ||
| John Brendan Fitzpatrick | Registered representative | Jan 2025 (2y) | ||
| Kyra Gayle Reyes Luu | Registered representative | Jan 2025 (2y) | ||
| Erin Niehaus | Registered representative | CFP | Jan 2025 (2y) | |
| Jared Toshiyuki Tanimoto | Registered representative | CFP | Jan 2025 (2y) | |
| Jeffrey Scott Peller | Registered representative | CFP Personal Financial Specialist | Jan 2025 (2y) | |
| Stephen William Marcou | Registered representative | Jan 2025 (2y) | ||
| Tyson R Lokke | Registered representative | CFP | Feb 2025 (1y) | |
| Aaron Michael Peloquin | Registered representative | CFP | Mar 2025 (1y) | |
| Dustin Michael Thomas | Registered representative | CFP | Mar 2025 (1y) | |
| Michael Huntley Smith | Registered representative | Mar 2025 (1y) | ||
| Scott Arlyn Jensen | Registered representative | CFP | Mar 2025 (1y) | |
| Joshua Nathan Bergman | Registered representative | CFA | Apr 2025 (1y) | |
| Brandon Jarod Barber | Registered representative | Apr 2025 (1y) | ||
| Dustin Scott Roberts | Registered representative | Apr 2025 (1y) | ||
| Luis Alberto Miletti | Registered representative | Apr 2025 (1y) | ||
| David Mark Sharpe | Registered representative | Apr 2025 (1y) | ||
| Evan David Melching | Registered representative | Apr 2025 (1y) | ||
| Gregory H Kirwan | Registered representative | CFP | May 2025 (1y) | |
| Brian Joseph Mocogni | Registered representative | CFA | May 2025 (1y) | |
| Grace Hennen | Registered representative | Jun 2025 (1y) | ||
| Jacob John Larue | Registered representative | CFP | Jun 2025 (1y) | |
| Matthew David Nelson | Registered representative | CFP | Jun 2025 (1y) | |
| Kristin V Dunlevy | Registered representative | Jul 2025 (1y) | ||
| Brian Russell Jellig | Registered representative | CFP | Jul 2025 (1y) | |
| Lee Eric Levy | Registered representative | Jul 2025 (1y) | ||
| Sandra Jean Mapp | Registered representative | Jul 2025 (1y) | ||
| Sean Michael O'connor | Registered representative | CFP | Jul 2025 (1y) | |
| Amber Marcia Wynn | Registered representative | Jul 2025 (1y) | ||
| Paul Brooks Criscitiello | Registered representative | Jul 2025 (1y) | ||
| Matthew Jon Finley | Registered representative | CFP | Jul 2025 (1y) | |
| Keegan Morrison Hardy | Registered representative | Aug 2025 (1y) | ||
| Erik Joseph Allison | Registered representative | Aug 2025 (1y) | ||
| Kevin Douglas Beutel | Registered representative | Aug 2025 (1y) | ||
| Charles Christopher Stennett | Registered representative | Sep 2025 (1y) | ||
| Kenneth D Bobadilla | Registered representative | Sep 2025 (1y) | ||
| Elijah F Pell | Registered representative | Sep 2025 (1y) | ||
| Steven James Grogan | Registered representative | CFP | Sep 2025 (1y) | |
| Anshul Kumar Sharma | Registered representative | Sep 2025 (1y) | ||
| Derek Lee Williams | Registered representative | Chartered Financial Consultant | Sep 2025 (1y) | |
| Christopher John Ornee | Registered representative | Oct 2025 (1y) | ||
| James Michael Ulrick | Registered representative | Oct 2025 (1y) | ||
| Christopher Martin Quandt | Registered representative | Oct 2025 (1y) | ||
| Janel Colepaugh | Registered representative | Oct 2025 (1y) | ||
| Matthew Alan Powell | Registered representative | CFP Chartered Financial Consultant | Oct 2025 (1y) | |
| Michael C. Gaynor | Registered representative | Oct 2025 (1y) | ||
| Quintin Patrick Sharpe | Registered representative | Oct 2025 (1y) | ||
| Sara Marie Gelsheimer | Registered representative | CFP | Oct 2025 (1y) | |
| Susan Jones | Registered representative | CFP | Oct 2025 (1y) | |
| Jennifer Louise Gugliemotto | Registered representative | Oct 2025 (1y) | ||
| Berkely R Arrants | Registered representative | CFP | Oct 2025 (1y) | |
| Stephanie Riesner Gumm | Registered representative | Oct 2025 (1y) | ||
| Angelique Nicole Ayala | Registered representative | CFP | Oct 2025 (1y) | |
| Lindsey Kane Leaverton | Registered representative | Oct 2025 (1y) | ||
| Clinton James Seefeldt | Registered representative | CFP | Nov 2025 (1y) | |
| Carter Reed Hench | Registered representative | CFP | Nov 2025 (1y) | |
| Edward R Wildermuth | Registered representative | CFP Chartered Financial Consultant | Nov 2025 (1y) | |
| Bruce Allen Larsen | Registered representative | Nov 2025 (1y) | ||
| Matthew J Conley | Registered representative | Nov 2025 (1y) | ||
| Steven Scott Meier | Registered representative | Nov 2025 (1y) | ||
| Jacob Brian Ray | Registered representative | Nov 2025 (1y) | ||
| Ryan James Meda | Registered representative | CFP | Nov 2025 (1y) | |
| Steven William Harp | Registered representative | CFP Chartered Financial Consultant | Nov 2025 (1y) | |
| Eugene Anderson Wozny | Registered representative | Dec 2025 (1y) | ||
| Michael Alan Johnson | Registered representative | Dec 2025 (1y) | ||
| Ryan W. Garland | Registered representative | CFP | Dec 2025 (1y) | |
| Luis Francisco Rosa | Registered representative | CFP | Dec 2025 (1y) | |
| Easton Scott Napiontek | Registered representative | Dec 2025 (1y) | ||
| Keith Robert Hamberg | Registered representative | CFP | Dec 2025 (1y) | |
| Mark Stevenson Tassie | Registered representative | Dec 2025 (1y) | ||
| Trent Louis Grzegorczyk | Registered representative | Jan 2026 (1y) | ||
| Todd Alan Juenger | Registered representative | Jan 2026 (1y) | ||
| Jason Jeffrey Ewing | Registered representative | Jan 2026 (1y) | ||
| Jordan Lauber | Registered representative | Jan 2026 (1y) | ||
| Mitchell Curtis Gerschick | Registered representative | Jan 2026 (1y) | ||
| Jodi Rae Breheny | Registered representative | Jan 2026 (1y) | ||
| Alexander Ballantyne Barnes | Registered representative | CFP | Jan 2026 (1y) | |
| Christopher Michael Benda | Registered representative | Jan 2026 (1y) | ||
| Jordan Jensen | Registered representative | Jan 2026 (1y) | ||
| Luis Rafael Villavicencio | Registered representative | Jan 2026 (1y) | ||
| Adam Johnson | Registered representative | Feb 2026 (0y) | ||
| Daniel Ellory Myers | Registered representative | CFP CFA | Feb 2026 (0y) | |
| Andrew William Bronson | Registered representative | Feb 2026 (0y) | ||
| Linda Lim Yang | Registered representative | Feb 2026 (0y) | ||
| Nathan Joel Sharp | Registered representative | Feb 2026 (0y) | ||
| Brandon Caleb Mull | Registered representative | CFP CFA | Feb 2026 (0y) | |
| Jonathon Merickel | Registered representative | CFP | Feb 2026 (0y) | |
| Benjamin Offenhartz | Registered representative | Feb 2026 (0y) | ||
| James Hunter Cloud | Registered representative | CFP | Mar 2026 (0y) | |
| Zachary J Smith | Registered representative | Mar 2026 (0y) | ||
| Patrick Daniel Conroy | Registered representative | Mar 2026 (0y) | ||
| Joshua Michael Joffe | Registered representative | CFP | Mar 2026 (0y) | |
| Patrick Traverse | Registered representative | CFP | Mar 2026 (0y) | |
| Daniel Mc Gurl | Registered representative | Mar 2026 (0y) | ||
| Jeffrey Todd Brimhall | Registered representative | CFP CFA | Mar 2026 (0y) | |
| Nathan M Mirizzi | Registered representative | CFP | Mar 2026 (0y) | |
| Katherine A Fibiger | Registered representative | CFP | Apr 2026 (0y) | |
| Justin Kordell Ericksen | Registered representative | CFP | Apr 2026 (0y) | |
| Karsten Walker | Registered representative | Apr 2026 (0y) | ||
| Leland Stanford Mc Cullough | Registered representative | CFP | Apr 2026 (0y) | |
| Scott Hunter Garbutt | Registered representative | CFP | Apr 2026 (0y) | |
| Siria Daniela Terry | Registered representative | Apr 2026 (0y) | ||
| Lisa A Nee | Registered representative | Apr 2026 (0y) | ||
| Anaiss Zamora | Registered representative | May 2026 (0y) | ||
| Arthur Allen Buckley | Registered representative | CFP | May 2026 (0y) | |
| Lindsey Carolyn Lewis | Registered representative | CFP Chartered Financial Consultant | May 2026 (0y) | |
| Conrad Brian Levesque | Registered representative | CFP | May 2026 (0y) | |
| Randy Mark Long | Registered representative | CFP | May 2026 (0y) | |
| Gregg Edward Cummings | Registered representative | May 2026 (0y) | ||
| Peter Benjamin Jones | Registered representative | May 2026 (0y) | ||
| Stephen Lyoung Ong | Registered representative | May 2026 (0y) | ||
| Erik Ryan Midas | Registered representative | May 2026 (0y) | ||
| Bryan Christopher Dern | Registered representative | Jun 2026 (0y) | ||
| Clint A Heisler | Registered representative | CFP Chartered Financial Consultant | Jun 2026 (0y) | |
| Gregory Wayne Allen | Registered representative | Jun 2026 (0y) | ||
| Timothy Dern | Registered representative | Jun 2026 (0y) | ||
| Mark Thomas Sumsion | Registered representative | Jun 2026 (0y) | ||
| Steven Allen Holdsworth | Registered representative | CFP | Jun 2026 (0y) | |
| Kurt Tyler Fetter | Registered representative | Jun 2026 (0y) | ||
| Lauren Gadkowski Lindsay | Registered representative | CFP | Jun 2026 (0y) | |
| Rahul Sarin | Registered representative | Jun 2026 (0y) | ||
| Christian Nicholas Giannangeli | Registered representative | CFP | Jun 2026 (0y) | |
| Daniel Francis Murphy | Registered representative | Jul 2026 (0y) | ||
| Ryan Douglas Gibbs | Registered representative | Jul 2026 (0y) | ||
| Aaron Scott Gibbs | Registered representative | Jul 2026 (0y) | ||
| Jerald Larson Dunn | Registered representative | CFP | Jul 2026 (0y) | |
| Thad Robert Dunn | Registered representative | CFP | Jul 2026 (0y) | |
| Constantine Ted Quintas | Registered representative | Jul 2026 (0y) | ||
| Hannah Basil Bryant | Registered representative | CFP | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Savvy Wealth, Inc. | Shareholder | Feb 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Malhotra, Ritik, (Nmn): 25% – 50% of Savvy Wealth, Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.42 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $2.8B (55% of AUM) Mar 2026
- National Financial Services (Fidelity) $2.1B (41% of AUM) Mar 2026
- Interactive Brokers $13.8M (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗