Waverly Advisors
Finance · Alabama, United States · 201-500 Employees
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Overview
Headquarters
600 University Park Pl Ste 501, Birmingh...Phone Number
(205) 871-3334Website
www.waverly-advisors.comRevenue
$128.9 MillionIndustry
ZI Rank: 3
Signal Type
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ZI Rank
2
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About Waverly Advisors
Offering personal wealth management, family office, retirement plan and institutional consulting services, and is an Independent Registered Investment Advisor (RIA). Waverly Advisors offers clients collaborative investment, tax, estate and financial planning services, through a team holding many of the industrys most prestigious credentials.Explore more
Waverly Advisors Org Chart
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Company Profile Activity
Activity Insights
Waverly Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Waverly Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Waverly Advisors.
Waverly Advisors Tech Stack
A closer look at the technologies used by Waverly Advisors
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Hiring Plans
Waverly Advisors has more open roles in Sales than it has had at any time in the past 12 months with an increased focus on technologies like Microsoft SharePoint, and Salesforce.
Hiring Plans
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
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Waverly Advisors News & Media
Waverly Advisors Acquires NBW Capital, LLC
BIRMINGHAM, Ala.--(BUSINESS WIRE)--Waverly’s M&A initiative has always focused on building a cohesive, integrated firm that delivers a world-class, service-oriented client experience.Waverly Advisors Acquires GGM Wealth Advisors
BIRMINGHAM, Ala.--(BUSINESS WIRE)--The acquisition of GGM enhances Waverly's presence in the Northeast, expanding its reach into new markets of Maryland and Virginia.Waverly Advisors Acquires Dickinson Investment Advisors
BIRMINGHAM, Ala.--(BUSINESS WIRE)--Waverly enters the Iowa market. The partnership with Dickinson closed on January 10, 2025 and increases Waverly’s AUM to approximately $16.4 B.Waverly Advisors Acquires Planning Capital Management
BIRMINGHAM, Ala.--(BUSINESS WIRE)--Waverly closed its 10th deal of 2024 with the acquisition of Planning Capital and establishes a new presence in the greater Philadelphia area.
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Offering personal wealth management, family office, retirement plan and institutional consulting services, and is an Independent Registered Investment Advisor (RIA). Waverly Advisors offers clients collaborative investment, tax, estate and financial planning services, through a team holding many of the industrys most prestigious credentials.... Read More
