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Savvy Advisors

NEW YORK, NY

CRD: 318493

In PWD coverage since September 1, 2026 · 10 stories

$5BRegulatory AUMSEC Form ADV · Sep 26

170EmployeesForm ADV

1Deals on our tracker

Regulatory AUM · Sep 5 – Sep 26

Deal recordFull tracker →

Sep 22, 26Deal announcedFidelity — coverage

PWD coverage

move

Fidelity tells sub-$100 million RIAs to leave, with no fee option to stay

Michael Kitces calls the hard no bizarre, noting past minimum increases let small firms pay a fee to stay.

The Close · Oct 1Fidelity extends its $100 million minimum to existing RIA custody clients

advisor_note · Sep 26Schwab's cash shelf turns the sweep into a product

advisor_note · Sep 24Savvy has a 90-second demo and no published custody price

practice · Sep 23Savvy's new platform has 150 users, no outside clients and no price

practice · Sep 23Savvy's custody pitch is software over Fidelity's rails

RIA · Sep 23A software vendor admits the software slice is too thin

RIA · Sep 23Savvy rents Fidelity's balance sheet to sell onboarding software

Features · Sep 19Wealth tech's margin moves to the governed record

Moves · Sep 1Advisor moves jump 16.2% as the platform war moves to retention