Savvy Advisors, Inc.
Savvy Advisors, Inc. is an SEC-registered investment adviser headquartered in New York, NY. Founded in 2022 by Savvy Wealth, Inc. and CEO Ritik Malhotra, the firm leverages a technology-driven platform to empower financial advisors to scale their practices rapidly. Savvy Advisors offers a broad range of wealth management services, including financial planning, investment management, estate planning, tax optimization, and retirement planning for individuals and businesses. The firm employs a partnership model where advisors operate as independent contractors, supported by a revenue-share and equity ownership structure, fostering a collaborative and ownership-oriented culture. Savvy Advisors serves US clients and aims to deliver high-touch, personalized advice backed by advanced technology, with approximately 25 employees.
Investment Strategy
Savvy Advisors employs data-driven and quantitative investment strategies designed to deliver ambitious returns for clients. Advisors begin by conducting a detailed assessment of each client's financial circumstances, goals, and risk preferences, then construct customized portfolios integrating analytics to capitalize on pricing inefficiencies and market opportunities. The firm pairs human oversight with advanced technology to ensure disciplined, institutional-caliber investment management. Savvy Advisors emphasizes holistic wealth management, coordinating with external advisors and providing tax and estate planning within a flexible, client-centric service model.
Top Holdings
Equity Positions (646)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 7.47% | $111.9M | 708,182 | $131.11 | $157.99 | +$40.6M |
V VOO | VANGUARD INDEX FDS | 6.76% | $101.3M | 178,254 | $531.55 | $568.03 | +$41.0M |
I IUSB | ISHARES TR | 3.48% | $52.2M | 1,129,771 | $46.01 | $46.23 | +$9.0M |
I IVV | ISHARES TR | 3.26% | $48.8M | 78,572 | $609.97 | $620.90 | +$41.1M |
F FFIU | SPINNAKER ETF SERIES | 2.98% | $44.7M | 2,053,969 | $21.44 | $21.77 | +$4.6M |