Savvy Wealth tops Inc. 5000 financial-services list at No. 11

Savvy Wealth, the New York RIA founded in 2021, landed at No. 11 on the Inc. 5000, according to 401(k) Specialist. The 2026 ranking also put it first among financial services firms. The trade publication's retirement-industry roundup of the list's top 1,000 includes RIAs, retirement planning firms, recordkeeping technology and benefits platforms.

Inc.'s annual ranking sorts private, for-profit, U.S.-based independent companies by percentage revenue growth from 2022 to 2025. To qualify, a firm had to be founded and generating revenue by March 31, 2022. It needed at least $100,000 in revenue that year. It also needed at least $2 million in 2025 revenue. The list has 5,000 honorees. Their median growth was 130%. The group added more than 627,000 jobs. Nashville-based Main Street Health led the full list at 546,533% growth.

Savvy's roughly 13,086% growth over three years came from rapid advisor recruitment, 401(k) Specialist reports. Because the firm started in 2021, the base was small; the growth rate is the arithmetic of a young RIA adding advisors and their books. The Inc. 5000 label gives Savvy a title to lead with in advisor-recruiting conversations: "Fastest-growing financial services firm in America."

The Inc. measurement window doesn't test durability. It ends in 2025, after the burst of hiring, and says nothing about whether those advisors stay and add assets. The next Inc. 5000 will show whether the growth rate survives the next cycle.