Savvy Wealth Named No. 1 Fastest-Growing Financial Services Firm in America by Inc. Magazine

Savvy Wealth Named No. 1 Fastest-Growing Financial Services Firm in America by Inc. Magazine

Firm ranked No. 11 overall on Inc. 5000 Fastest-Growing Private Companies in America list, with three-year revenue growth of 13,086%

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 throughSavvy 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.