Savvy

Firm record

As recorded in SEC IAPD

Firm CRD

318493

SEC number

801-123656

Firm type

RIA

Assets under management

$5.0B as of Mar 31, 2026

Website

www.savvywealth.com ↗

Phone

833-745-6789

Address

111 West 33rd Street, New York, NY, 10001

Advisors at this firm

158 in our index · page 1 of 4

• Erik Joseph AllisonCRD 5639413 · Las Vegas, NV
  IA Registered
• Cynthia Diane AlvarezCRD 6082323 · Evergreen, CO
  IA Registered
• Craig Alan AustadCRD 2613731 · Denver, CO
  IA RegisteredRegistration inactive
• Nicklaus C AustinCRD 6163945 · Charlotte, NC
  IA RegisteredRegistration inactive
• Angelique Nicole AyalaCRD 6237203 · Centreville, VA
  IA RegisteredRegistration inactive
• Gregory Wayne AllenCRD 6401912 · Greenwood, IN
  IA RegisteredRegistration inactive
• Berkely R ArrantsCRD 4692327 · Chattanooga, TN
  IA RegisteredBroker
• Brandon Jarod BarberCRD 6608946 · Martindale, TX
  IA RegisteredRegistration inactive
• Alexander Ballantyne BarnesCRD 6065932 · Fort Mill, SC
  IA RegisteredRegistration inactive
• Joshua Anthony BaroneCRD 3120814 · Reno, NV
  IA Registered
• Robert Nicholas BaroneCRD 837563 · Reno, NV
  IA Registered
• Joshua Nathan BergmanCRD 7115645 · Mamaroneck, NY
  IA Registered
• Kevin Douglas BeutelCRD 6094548 · Albany, NY
  IA Registered
• Kenneth D BobadillaCRD 4136113 · Palm Desert, CA
  IA Registered
• Brian Thomas BoswellCRD 5191011 · Georgetown, TX
  IA Registered
• Jodi Rae BrehenyCRD 3111277 · Pleasant Hill, IA
  IA RegisteredRegistration inactive
• Christopher Michael BendaCRD 5039416 · Des Moines, IA
  IA RegisteredRegistration inactive
• Ryan Alexander BondCRD 6761408 · West Chester, PA
  IA RegisteredRegistration inactive
• Daniel M BradyCRD 2172300 · New York, NY
  IA RegisteredRegistration inactive
• Jeffrey Todd BrimhallCRD 5973171 · Orem, UT
  IA Registered
• Andrew William BronsonCRD 6837347 · San Antonio, TX
  IA Registered
• Arthur Allen BuckleyCRD 4996604 · Franklin, TN
  IA Registered
• James Hunter CloudCRD 7307152 · Dayton, KY
  IA Registered
• Janel ColepaughCRD 7326337 · Louisville, KY
  IA RegisteredRegistration inactive
• Patrick Daniel ConroyCRD 1499787 · Syosset, NY
  IA RegisteredRegistration inactive
• Jason Wesley CraineCRD 6007705 · Andover, KS
  IA RegisteredRegistration inactive
• Gregg Edward CummingsCRD 4680862 · Lake In The Hills, IL
  IA RegisteredRegistration inactive
• Matthew J ConleyCRD 7432176 · Denver, CO
  IA RegisteredRegistration inactive
• Paul Brooks CriscitielloCRD 8092511 · New York, NY
  IA Registered
• Bryan Christopher DernCRD 8225988 · Gilberts, IL
  IA Registered
• Timothy DernCRD 7214284 · Schaumburg, IL
  IA Registered
• Kristin V DunlevyCRD 2913694 · Louisville, KY
  IA Registered
• Scott Glenn EichlerCRD 5431034 · Orange, CA
  IA RegisteredRegistration inactive
• Justin Kordell EricksenCRD 7678097 · Orem, UT
  IA Registered
• Jason Jeffrey EwingCRD 8210758 · New York, NY
  IA Registered
• Kurt Tyler FetterCRD 5459605 · New York, NY
  IA RegisteredBroker
• Katherine A FibigerCRD 4564724 · Southport, CT
  IA RegisteredRegistration inactive
• Matthew Jon FinleyCRD 5633187 · Lake Mary, FL
  IA RegisteredRegistration inactive
• John Brendan FitzpatrickCRD 2021061 · Scottsdale, AZ
  IA Registered
• Colin D FarrCRD 5752806 · Denver, CO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Scott Hunter GarbuttCRD 852029 · Orem, UT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Sara Marie GelsheimerCRD 5601968 · Chesterfield, MO
  IA Registered
• David GottliebCRD 5739132 · West Orange, NJ
  IA RegisteredBroker
• Steven James GroganCRD 5729425 · Macomb, MI
  IA RegisteredRegistration inactive
• Trent Louis GrzegorczykCRD 5925458 · Naples, FL
  IA RegisteredRegistration inactive
• Stephanie Riesner GummCRD 6140496 · Berryville, VA
  IA RegisteredRegistration inactive
• David GaoCRD 7580356 · New York, NY
  IA Registered
• Ryan W. GarlandCRD 6957554 · Washington Court House, OH
  IA RegisteredRegistration inactive
• Michael C. GaynorCRD 7793547 · Highlands Ranch, CO
  IA Registered
• Mitchell Curtis GerschickCRD 7978408 · Evergreen, CO
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.