Financial ADVSR advisor directory · SEC adviser records
Savvy financial advisors
Every SEC-registered investment adviser representative at Savvy, by the state and city of the office they work from.
187 registered advisors work at Savvy, in 31 states and 82 cities; the most are in New York, NY (81). 0 list the CFP designation and 5 are also registered broker representatives.
Search every Savvy advisor by name →Savvy: assets, clients and custodians →
Cities with the most Savvy advisors
New York, NY 81Cincinnati, OH 5Denver, CO 4Orem, UT 4Reno, NV 3Bellingham, WA 2Charlotte, NC 2Chesterfield, MO 2Chicago, IL 2Del Mar, CA 2Evergreen, CO 2Greenwood, IN 2Hawthorne, CA 2Lehi, UT 2Los Angeles, CA 2Louisville, KY 2San Diego, CA 2Tampa, FL 2Alamo, CA 1Albany, NY 1Alpharetta, GA 1Andover, KS 1Annapolis, MD 1Aurora, CO 1Austin, TX 1Bellmore, NY 1Boston, MA 1Cabot, AR 1Cardiff, CA 1Carmel, IN 1
Savvy advisors by state
Savvy in New York 87
New York 81Albany 1Bellmore 1Eastchester 1Larchmont 1Port Washington 1Williamsville 1
Savvy in California 15
Del Mar 2Hawthorne 2Los Angeles 2San Diego 2Alamo 1Cardiff 1Irvine 1Laguna Beach 1Pleasanton 1Turlock 1Westlake Village 1
Questions
How many financial advisors does Savvy have?
187 investment adviser representatives are registered with Savvy, according to the SEC's Investment Adviser Public Disclosure records, in 31 states and 82 cities. 0 list the CFP designation and 5 are also registered as broker representatives.
Where does Savvy have the most advisors?
New York, NY, with 81 registered advisors, then Cincinnati, OH (5). By state, New York has the most, with 87.
How do I find a Savvy financial advisor near me?
Pick your state below, then your city, to see every Savvy advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Savvy offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →