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Savvy Advisors

NEW YORK, NY
CRD: 318493
In PWD coverage since September 1, 2026 · 10 stories
$5BRegulatory AUMSEC Form ADV · Oct 3
170EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Sep 5 – Oct 3
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
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