Savvy Advisors adds three wealth managers in California, Arkansas

Savvy Advisors, the RIA firm affiliated with Savvy Wealth, has added another three wealth managers to its tech-driven platform.

Last year, the firm updated its technology platform which uses artificial intelligence to enhance the daily workflow of advisors, and provides advisors with back-office, operations, marketing, and compliance support. The additions bring its head count of wealth managers to 15 since it launched in 2021.

“We are thrilled to partner with these experienced and passionate advisors, who can effectively use our technology to unify every aspect of their clients' financial lives,” said GinaRose Galli, growth leader at Savvy Wealth.

Joining the firm’s network of advisors are:

• Aaron Wiegman, based in Del Mar, California, whose 20 years in the financial services industry includes financial planning roles with firms such as Financial Sense Wealth Management and Saybrus Partners.
• Aryton Hardy, based in Los Angeles. The former Merrill Lynch financial advisor founded his own firm, Hardy Capital Investments, in 2019 and will maintain this brand within the Savvy advisor network.
• Dustin Parsons, based in central Arkansas. He started out as a banker before moving to Arvest Wealth Management as a client advisor. His specialty is those who have come into sudden wealth.

Ritik Malhotra, co-founder and CEO of Savvy Wealth, commented about the importance to the firm of onboarding top financial advisors. 

“To achieve our ambitious growth goals, it is imperative that we partner with accomplished wealth managers who can not only successfully implement our proprietary technology to enhance their practice, but also offer valuable feedback to help us further improve the solutions that we offer advisors and their clients,” he said.

Savvy was one of six companies contacted in 2023 by Massachusetts Secretary of the Commonwealth William Galvin, who wanted to understand how wealth management firms are using AI in their business activities and ensure that they are not putting themselves ahead of investors’ interests.