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 McShane Partners

“The acquisition of McShane speaks to Waverly’s commitment to delivering comprehensive, client-centric wealth and investment management services, while expanding the firm’s resources and infrastructure to new geographies.,” said Mac Selverian, WPCG Principal.


First Quarter Market Update

As the first quarter comes to a close, we wanted to share our Quarterly Review & Market Update with you. Put together by our in-house Investment Committee, this commentary allows you to remain informed about the trends, impacts and influences the markets have experienced over the last three months. 


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 Waverly’s latest partnership marks the firm's thirteenth transaction since 2021, and increases Waverly’s AUM to approximately $11.3 Billion.
First Quarter Market Update The economy is growing a bit above trend. The labor market is a bit tight. Inflation is a bit high...

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**.


$11.3 BILLION – Advising on assets in excess of $11.3 Billion as of 04.05.2024

150+ TEAM MEMBERS – Across 19 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!