We are proud to be named to the 2022 CNBC FA 100 for our commitment to clients and our standing as an RIA industry leader*

Welcome to Waverly Advisors, formerly WA Asset Management

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. Also, a stand of Aspen trees is actually a single organism joined by a labyrinth of roots. This root system can establish and spread over decades before a single trunk appears above the surface. Waverly Advisors has been cultivating its root system since 1999. As we embark on a new chapter of growth for our company, we embrace our roots while also looking forward to the future. We will continue to grow as long as it deepens our expertise and service to our clients and provides opportunities for our team.

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.
Third Quarter Market Update: Investment Success is not Determined by One Market Season Many investors have a philosophy of trying to hit “market” home runs by investing in the hottest stocks, which means they do well in some years and then poorly in others.
Second Quarter Market Update: Sunglasses & Umbrellas Read about the second quarter market update and what you could expect from the economy in the upcoming year.

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 $4.8 Billion 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 industry’s most prestigious credentials.

**See Important Disclosure

Advising on assets in excess of $4.8 Billion
60+ team members
15 top credentials including CPA, CFP®, CFA®, CIMA and AWMA among others

Contact Us

Phone: 205.871.3334

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

*For disclosure related to this ranking, click here .