Savvy Wealth, an AI-native registered investment advisor (RIA) for independent financial advisors, today announced it has been named the No. 1 Fastest-Growing Financial Services Firm in America by Inc. Magazine, ranking No. 11 overall on the 2026 Inc. 5000 list of the fastest-growing private companies in the country. The recognition reflects Savvy’s three-year revenue growth of approximately 13,086%, fueled by rapid advisor recruitment, accelerating assets under management (AUM) and continued investment in its industry-leading AI-native technology platform.

Savvy’s growth has been driven by a wave of independent advisors and teams moving to the platform, drawn by its integrated technology, including its agentic Savvy Intelligence offering, centralized investment capabilities through Savvy Wealth Investment Management (SWIM) and full back-office compliance and marketing support. Together, these resources allow advisors to spend less time on manual, administrative tasks and more time serving the individual needs of their clients.

“Being named the Fastest-Growing Financial Services Firm in the country is a reflection of what advisors are telling us every day: they want to own their practice without carrying the operational weight of running one alone,” said Ritik Malhotra, founder and CEO of Savvy Wealth. “We closed 2025 ahead of plan, driven by strong momentum with larger advisory practices. While a $50 million advisor joins Savvy to gain essential infrastructure, a $300 million team joins because they want to leverage our proprietary platform to scale even faster.”

The ranking adds to a period of sustained growth for Savvy. The firm now oversees more than $8 billion in client AUM, a 4x increase year-over-year, and has brought on more than $4 billion in recruited assets in 2026 alone. The firm now has more than 150 advisors across the country, with a deep and diversified pipeline expected to fuel continued onboarding momentum through the second half of 2026 and beyond.

Companies on the 2026 Inc. 5000 list are ranked according to their percentage revenue growth over three years, from 2022 to 2025. To qualify, companies must be privately held, for-profit, based in the U.S. and independent.

To learn more about the Inc. 5000, including its methodology, visit inc.com. For more information on Savvy Wealth, visit savvywealth.com.

About Savvy

Savvy Wealth is an AI-native, multi-custodial registered investment adviser built for independent financial advisors. The firm combines modern technology with world-class support to make independence simple and scalable. Advisors who partner with Savvy use intelligent tools alongside white-glove marketing, compliance, and operational support to deliver standout client experiences while staying in control of their practice. Follow Savvy on LinkedIn to stay up to date on the latest company news and updates.

Savvy Wealth, Inc. is a tech company and the parent company of Savvy Advisors, Inc. All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission (“SEC”). The AI used on Savvy Wealth’s advisor platform is not intended to replace human advice. The AI technology efficiently automates and streamlines processes like new account onboarding, ongoing financial planning and personalized communications across multiple marketing channels. The AI is not intended to interact with retail clients of Savvy Advisors, nor does the AI provide client-facing investment advice or investment decisions.

The AI used on Savvy Wealth’s advisor platform is not intended to replace human advice. Savvy’s AI technology automates and streamlines advisor workflows including financial planning scenario modeling, tax analysis, and investment review. The AI is not intended to interact directly with retail clients of Savvy Advisors, nor does it provide client-facing investment advice or investment decisions. Advisors remain solely responsible for all advice and recommendations provided to their clients.

Inc. ranked Savvy #11 overall and #1 in Financial Services on its 2026 Inc. 5000 list, based on percentage revenue growth from 2022–2025; Inc. reported Savvy’s growth as 13,086%. Savvy paid a nonrefundable fee to apply for consideration. See here for Inc. methodology and fee policy.

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