Data / Investment advisers / New York / Savvy
Savvy, New York, NY: $5 billion AUM, SEC registered investment adviser
Savvy is an SEC registered investment adviser with its main office in New York, New York and reports $5 billion in regulatory assets under management in its Form ADV filed October 16, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 318493
- SEC file number
- 801-123656
- SEC status
- Approved, effective April 11, 2022
- Legal name
- Savvy Advisors, Inc.
- Main office
- 41 East 11th Street 2 Floor, New York, NY 10003
- Phone
- (833) 745-6789
- Website
- savvywealth.com
- Regulatory AUM
- $5,001,044,474 in the Form ADV filed October 16, 2026
- Discretionary AUM
- $4,968,537,190
- Non discretionary AUM
- $32,507,284
- Accounts
- 14,645
- Employees
- 170, of which 101 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 126
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- October 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 3,413 | $3.48 billion |
| High net worth individuals | 1,139 | $1.35 billion |
| Corporations or other businesses | 26 | $62.7 million |
| Pension and profit sharing plans | 24 | $60 million |
| Charitable organizations | 11 | $43.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $5.00 billion | March 31, 2026 |
| December 1, 2025 | $1.30 billion | September 23, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Indus Capital Partners, LLC | New York | $5.09 billion | 4 | adviserinfo.sec.gov |
| Maplelane Capital, LLC | New York | $5.05 billion | 3 | adviserinfo.sec.gov |
| Orix Advisers, LLC | New York | $5.05 billion | 15 | adviserinfo.sec.gov |
| Luxor Capital Group, LP | New York | $5.04 billion | 18 | adviserinfo.sec.gov |
| MSR Capital Partners, LLC | New York | $5.04 billion | 10 | adviserinfo.sec.gov |
| JVP Management | New York | $4.98 billion | 19 | adviserinfo.sec.gov |
| Atalanta Sosnoff Capital, LLC | New York | $4.98 billion | Not listed | adviserinfo.sec.gov |
| Hound Partners | New York | $4.98 billion | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Savvy on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.