Articles from Waverly Advisors, LLC

Waverly Advisors, LLC (“Waverly”), a federally registered investment adviser (“RIA”) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired NBW Capital, LLC ("NBW"), an investment advisory firm located in Boston, Massachusetts. The partnership will add approximately $500 million in assets under management (“AUM”) to the firm and is integral to enhancing Waverly’s equity strategy management capabilities, and offerings.

Waverly Advisors, LLC (“Waverly”), a federally registered investment adviser (“RIA”) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired GGM Wealth Advisors ("GGM"), an investment advisory firm based in Baltimore, Maryland. This partnership enhances Waverly's presence in the Northeast, expanding its reach into new markets of Maryland and Virginia.

Waverly Advisors, LLC (“Waverly”), a federally registered investment adviser (“RIA”) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired Mueller Financial Solutions, Co. (“Mueller”), an investment advisory firm based in Canon City, Colorado. The partnership marks Waverly’s second location in Colorado since the acquisition of Rainsberger Wealth Advisors in 2023.

Waverly Advisors, LLC (“Waverly”), a federally registered investment adviser (“RIA”) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired 9258 Wealth Management, LLC (“9258”), an investment advisory firm and tax preparation and planning business headquartered in Cincinnati, Ohio. The partnership adds three Ohio-based office locations to Waverly’s growing footprint and $1 billion dollars in assets under management (“AUM”).

Waverly Advisors, LLC (“Waverly”), a federally registered investment adviser (“RIA”) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired CenterPoint Wealth Management (“CenterPoint”), an investment advisory business based in Zionsville, Indiana.

Waverly Advisors, LLC (“Waverly”), a federally registered investment adviser (“RIA”) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired River Capital Advisors, L.C. (“River Capital”), an investment advisory business based in Jacksonville, Florida.

Waverly Advisors, LLC (“Waverly”), a federally registered investment adviser (“RIA”) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired Derbend Asset Management (“Derbend”), an investment advisory business based in Peachtree City, Georgia. 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.

Waverly Advisors, LLC (“Waverly”), a federally registered investment adviser (“RIA”) that specializes in investment management, financial planning, and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired the investment advisory business of McShane Partners (“McShane”), based in Charlotte, North Carolina. The transaction marks Waverly’s third acquisition in 2024, together with those of StrategIQ Financial Group and EFP Advisors, which have added combined assets under management (“AUM”) of approximately $2.5 billion so far in 2024.

Waverly Advisors, LLC (“Waverly”), a registered investment advisor (“RIA”) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired EFP Advisors (“EFP”), in Jackson, Mississippi. This acquisition marks Waverly’s second transaction of 2024, and further expands the firm’s footprint in Mississippi, after acquiring Jackson-based RIA SoundPath Investment Advisors last year. This partnership also represents a significant milestone in Waverly’s history as it brings the firm’s total assets under management to over $10 billion.

Waverly Advisors, LLC (“Waverly”), a registered investment advisor (“RIA”) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has completed its acquisition of the investment advisory business assets of StrategIQ Financial Group, LLC (“StrategIQ®”), headquartered in Merrillville, Indiana, with offices in the greater Chicago area, and Northwest and Central Indiana. This is Waverly’s largest transaction since the firm initiated an M&A-focused growth strategy in 2021. This acquisition increases Waverly’s assets under management (“AUM”) by approximately $1.5 billion and expands the firm’s geographic footprint through new offices in Illinois and Indiana.

Waverly Advisors, LLC (“Waverly”), a registered investment advisor (“RIA”) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired Prosper Financial Advisers (“Prosper”) based in St. Petersburg, Florida. This transaction is the sixth RIA acquisition by Waverly in 2023 and expands the firm’s existing presence in Florida.

Waverly Advisors, LLC (“Waverly”), a registered investment advisor (“RIA”) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired Rainsberger Wealth Advisors (“Rainsberger”) based in Colorado Springs, CO. With ongoing expansion efforts underway, Waverly has recently added offices in Texas and Mississippi, and now Colorado, in addition to their long-time presence in Alabama, Georgia, and Florida.

Waverly Advisors, LLC (“Waverly”), a registered investment advisor (“RIA”) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has partnered with SoundPath Investment Advisors, LLC (“SoundPath”) based in Jackson, Mississippi. This merger is Waverly’s first partnership in Mississippi, with the firm now having offices in five states across the U.S.

Waverly Advisors, LLC (“Waverly”), a registered investment advisor (“RIA”) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has partnered with Gwynn Management Company (“Gwynn”), based in Atlanta, GA. This is Waverly’s second acquisition within the last four weeks and its third acquisition of 2023. This merger further establishes Waverly as a leading wealth management firm in the fast-paced RIA market.

Waverly Advisors, LLC (“Waverly”), a registered investment advisor (“RIA”) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired Silicon Hills Wealth Management (“Silicon Hills”) based in Austin, Texas. This transaction represents a significant milestone for Waverly’s national growth plans. Since 2021, the firm has extended its regional footprint across the Southeast; this partnership is Waverly’s first in the Southwest region.

Waverly Advisors, LLC (“Waverly”), a registered investment advisor (“RIA”) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired Omni Wealth Advisors, Inc. (“Omni Wealth”). This acquisition is Waverly’s first of 2023 following four acquisitions in 2022. The partnership with Omni Wealth further enhances Waverly’s presence in Atlanta and Tampa.

Waverly Advisors, LLC (“Waverly”), a registered investment advisor (“RIA”) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired Wall Advisors, Inc. (“Wall Advisors”). This merger represents the third RIA acquisition by Waverly in 2022 and builds the foundation for future growth throughout the state of Florida.