WAVERLY ADVISORS
Waverly Advisors offers comprehensive investment management and financial planning services.
WAVERLY ADVISORS
Social Links:
Industry:
Finance Financial Services Impact Investing
Founded:
1999-01-01
Status:
Active
Total Funding:
30.05 M USD
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Current Employees Featured
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2024-07-23 | River Capital Advisors, L.C. | River Capital Advisors, L.C. acquired by Waverly Advisors | N/A |
| 2024-05-17 | Derbend Asset Management | Derbend Asset Management acquired by Waverly Advisors | N/A |
| 2024-04-09 | McShane Partners | McShane Partners acquired by Waverly Advisors | N/A |
| 2023-10-23 | Rainsberger Wealth Advisors | Rainsberger Wealth Advisors acquired by Waverly Advisors | N/A |
| 2023-07-18 | Gwynn Management | Gwynn Management acquired by Waverly Advisors | N/A |
| 2023-06-16 | Silicon Hills Wealth Management | Silicon Hills Wealth Management acquired by Waverly Advisors | N/A |
More informations about "Waverly Advisors"
M&A Activity | Waverly Advisors
We have become part of Waverly Advisors effective December 13, 2024. To help take our organization to the next level by expanding on the breadth of services we provide, we sought a …See details»
About Our Asset Management Company | Waverly …
Nov 12, 2024 Offering personal wealth management, family office, retirement plan and institutional consulting services, Waverly Advisors advises on approximately $15.5 Billion in assets under management as of 11.08.2024 …See details»
Waverly Advisors Review 2024 - investor.com
Oct 16, 2024 Waverly Advisors, registered in 2001, serves 41 state(s) with a licensed staff of 91 advisors. Waverly Advisors manages $11.4 billion and provides investment advisory services …See details»
$5bn RIA formerly known as Warren Averett reveals …
Oct 31, 2022 Waverly Advisors, which was formerly backed by regional accounting firm Warren Averett, had been using WA Asset Management as an …See details»
Waverly Advisors - Investments, Portfolio & Company Exits
Oct 29, 2024 Which types of acquisition does this organization make most frequently? Show . Acquiree Name . Announced Date . Price . Transaction Name . Mueller Financial Services . ...See details»
Waverly Advisors Acquires River Capital Advisors - Business Wire
Jul 23, 2024 Waverly Advisors, LLC (“Waverly”) is a fee-only federally registered investment adviser that serves the investment management and wealth planning needs of a diverse group …See details»
Acquisitions fuel Waverly Advisors growth - businessalabama.com
Oct 15, 2024 Waverly Advisors is the former Warren Averett Asset Management. But after splitting from its parent company, Warren Averett CPAs & Advisors , WAAM in 2021 …See details»
Waverly Advisors Acquires Buckingham Advisors
Nov 12, 2024 The acquisition expands Waverly’s footprint to 7 locations across Ohio BIRMINGHAM, Ala. — November 12, 2024 — Waverly Advisors, LLC (“Waverly”), a federally …See details»
Waverly Advisors bolsters Colorado presence with Mueller …
Oct 29, 2024 Waverly Advisors is doubling down on Colorado's wealth space as it snaps up a veteran-led advisory practice. ... highlighting the benefits of joining forces with a larger …See details»
Waverly Advisors acquires Waverly Advisors - 2024-07-23
Jul 23, 2024 Waverly Advisors acquires Waverly Advisors on 2024-07-23 for an undisclosed amount. Search Crunchbase. Start Free Trial . Chrome Extension. Solutions. Products. ...See details»
Waverly Advisors | Company Overview & News - Forbes
Waverly Advisors Company Stats. As of October 2024. Headquarters Birmingham, Alabama Country/Territory United States Principals Joshua L. Reidinger, Justin T. Russell, Melanie …See details»
Waverly Advisors, LLC - Leadership Team | The Org
The Leadership Team at Waverly Advisors, LLC is responsible for setting the strategic direction and overall vision of the firm. This team collaborates to oversee investment strategies, ensure …See details»
Working at Waverly | Careers | Waverly Advisors
Educate new firms on operational processes to ensure consistency across the organization. ... Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will …See details»
Waverly Advisors - Crunchbase Investor Profile & Investments
Waverly Advisors offers comprehensive investment management and financial planning services. Lists Featuring This Company. Edit Lists Featuring This Company Section. Alabama Investors …See details»
Waverly Advisors - Top 100 Financial Advisors 2022 - CNBC
Oct 4, 2022 Waverly Advisors, based in Birmingham, AL, is ranked No. 59 on the 2022 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.See details»
Waverly Advisors Acquires StrategIQ Financial Group
Jan 3, 2024 $1.5 Billion RIA partnership marks Waverly’s largest acquisition BIRMINGHAM, Ala. — January 3, 2024 — Waverly Advisors, LLC (“Waverly”), a registered investment advisor …See details»
Waverly Advisors - Funding, Financials, Valuation & Investors
Waverly Advisors has raised a total of . obfuscated. obfuscated. in funding over 1 round. This was a Private Equity round raised on Jul 25, 2023. Which funding types raised the most money? …See details»
Waverly Advisors - Overview, News & Similar companies - ZoomInfo
Who is Waverly Advisors. Offering personal wealth management, family office, retirement plan and institutional consulting services, Waverly Advisors advises on assets in ex cess of $5.6 …See details»
Family Office Financial Planning Solutions | Waverly Advisors
Waverly Advisors Family Office manages your investment portfolio, estate planning, real estate, staff and other provisions for you and your family. We are your family’s CFO—coordinating …See details»
Optimizing the Impact of Your Wealth: Strategic Gifting Solutions
Nov 12, 2024 must donate to a qualified 501(c)(3) organization to receive the deduction. ... waverly advisors, llc (“waverly”) is an sec-registered investment adviser. a copy of waverly’s …See details»