Independent, fee-only Registered Investment Adviser providing wealth management and integrated financial planning across 47 offices in 19 US states.
Waverly Advisors, LLC is an independent, fee-only Registered Investment Adviser founded in 1999 in Birmingham, Alabama. Operating under a fiduciary standard, the firm provides comprehensive wealth management and integrated financial planning, with practice areas spanning investment management, financial planning, tax strategies, estate planning, risk management, trust services, corporate retirement plans and institutional consulting. It reports approximately $30.6 billion in assets under management, more than 400 team members and 47 offices across 19 states.
Client work is organised into five service lines: Private Client Services, Family Office, Institutional Consulting, Corporate Retirement Plans and Trust Services. The firm's planning model integrates investments, tax, estate and risk management within a single engagement. Team members hold professional credentials including CPA, CFP®, CFA® and CIMA.
A partnership investment in 2021 from Wealth Partners Capital Group and HGGC's Aspire Holdings was made to expand the firm's reach. The business rebranded to Waverly Advisors in 2022. The firm describes its culture as relationship-driven, with an emphasis on long-term partnerships.
