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Intense client focus is at the center of everything we do. We offer forward-thinking advice and guidance for financial decisions. Our dedicated team of advisors coordinates the delivery of customized services for both your personal and corporate needs.
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Featured Resources
Waverly Advisors Acquires River Capital Advisors
July 23, 2024
Quarterly Review & Market Outlook – 2nd Quarter 2024
July 17, 2024
Charitable Strategies to Consider Before Year-End
July 17, 2024
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BackLatest Insights
Waverly Market Roll – July 2024
Written on July 17, 2024
Quarterly Review & Market Outlook – 2nd Quarter 2024
Written by Clay McDaniel, CFA® & John B. Cox, CFA®, CAIA on July 17, 2024
Charitable Strategies to Consider Before Year-End
Written by Ashley D. Tucker, CFP® on July 17, 2024
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FA Magazine’s 2024 America’s Top 100 RIAs
July 26, 2024
FA Magazine’s 2024 Top 50 Fastest Growing Firms
July 26, 2024
Waverly Advisors Acquires River Capital Advisors
July 23, 2024
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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 River Capital Advisors

The merger marks Waverly’s 5th location in Florida and further expands the firm's footprint into the Northeast Florida region.

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...

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 $12.5 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**.

$12.5 BILLION – Advising on assets in excess of $12.5 Billion as of 07.19.2024

170+ TEAM MEMBERS – Across 21 locations in 9 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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