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...

Waverly Advisors Acquires Gwynn Management Company

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.

Second Quarter Market Update

The first half was full of surprises and contradictions. The economy kept chugging along despite rate hikes.

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 $6.6 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**.

$6.6 BILLION – Advising on assets in excess of $6.6 Billion as of 07.14.2023

90+ TEAM MEMBERS – Across 10 locations in 4 states of the U.S.

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

**See Important Disclosure

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.

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