Welcome to Waverly Advisors

Why the name Waverly? Waverly is defined as a meadow of quaking aspen trees. Aspens are unique for a few reasons. First, they are the most widely spread tree in North America...

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Waverly Advisors Acquires Derbend Asset Management

The merger marks Waverly’s 20th location in the U.S.

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Second Quarter Market Update

Inflation slowed sharply in the second quarter, sparking optimism that rate cuts are finally in sight. Skepticism is natural. After all, we are still riding in the wake of a pandemic hurricane and the waves have not yet settled...

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Welcome to Waverly Advisors Our name and our look may have changed, but the people you’ve come to know and trust have not, and our values remain the same.
In the Press The transaction marks Waverly’s fourth acquisition in the state of Georgia since June 2022 and expands the firm’s footprint across the Atlanta metro area.
Second Quarter Market Update Inflation has swung back and forth each of the last four quarters, with analysts overreacting every time. The best course of action has been patience.

No one will pull harder for you

Offering personal wealth management, family office, retirement plan and institutional consulting services, Waverly Advisors advises on assets in excess of $11.3 Billion and is an Independent Registered Investment Advisor (RIA). Waverly Advisors is a fee-only fiduciary and offers clients collaborative investment, tax, estate and financial planning services, through a team holding many of the industry’s most prestigious credentials**.

 

$11.9 BILLION – Advising on assets in excess of $11.9 Billion as of 05.17.2024

160+ TEAM MEMBERS – Across 20 locations in 9 states of the U.S.

17+ CREDENTIALS – Including CPA, CFP®, CFA®, CIMA and AWMA among others**

**See Important Disclosure

Awards and Rankings


As we strive to be a leader in our industry, Waverly finds value in participating in the top award & rankings competitions, proving to ourselves, our clients and our peers that we are a firm to watch.

Contact Us

Phone: 205.871.3334

Have questions or want to learn more? Get in touch with us!

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