Savvy Advisors announced Thursday that it picked up Perspective 6 Wealth Advisors, a Minneapolis-based team with about $270 million in assets under management (AUM), from Focus Financial.
The Savvy Wealth RIA subsidiary founded in 2022 also said it recruited 12 additional advisors, boosting its total advisor headcount to 68.
Perspective 6 serves clients nationwide, with strong concentrations in California, Florida, Minnesota and Wisconsin, Savvy said.
The Perspective 6 team specializes in advising professionals in the medical technology and medical device industries, with services that include business owner succession planning, complex benefits strategies, equity compensation planning and retirement planning.
Perspective 6 is led by Wealth Managers Matt Nelson, Managing Partner; Matthew J. Finley, Senior Partner; and Jacob LaRue, Partner.
“At Perspective 6, we’re dedicated to helping our clients achieve their goals, creating a supportive environment for our team and working toward something bigger than ourselves,” said Nelson.
“We saw joining Savvy as an opportunity to be part of a firm that’s changing the client experience and redefining what a modern RIA can offer,” he explained. “Savvy offers the rare combination of modern infrastructure, strong marketing support and a long-term vision for where financial advice is headed.”
He added, “We believe that joining Savvy will position us to grow faster, serve more clients and ultimately have greater impact.”
“Advisors today want to grow faster without sacrificing independence — but many platforms make them choose between control and support,” according to Ritik Malhotra, CEO and Founder of Savvy Wealth.
“At Savvy, we’re building something different: a future-ready platform where advisors don’t have to compromise,” he said. “From our AI-powered infrastructure to our integrated marketing and operations support, everything is designed to help advisors grow efficiently and sustainably.”
Malhotra added, “Our newest additions represent exactly the kind of forward-thinking mindset we see across our Savvy community: ambitious, client-focused and ready to lead the future of wealth management.”
The firm recently announced it closed on a $72 million Series B funding round and surpassed $2 billion in AUM. Mark Casady, ex-LPL Financial CEO and Chairman, who participated in the Series B, also recently joined Savvy’s board of directors, it said.
The firm said it continues to look for advisors to recruit.
The 12 additional advisors that Savvy said it added were: Alex Barnes in Fort Mill, South Carolina; Josh Bergman in New York City; Kristin Dunlevy in Prospect, Kentucky; Scott Jensen in Minneapolis; Greg Kirwan in North Kingstown, Rhode Island; Lee Levy in Alamo, California; Evan Melching in Indianapolis; Luis Miletti in Louisville, Kentucky; Aaron Peloquin in Minneapolis; Dustin Roberts in Turlock, California; Dave Sharpe in Lake Geneva, Wisconsin; and Dustin Thomas in Indianapolis.
Jeff Berman, Contributing Editor and Reporter at Wealth Solutions Report, can be reached at jeff.berman@wealthsolutionsreport.com.
