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 Prosper Financial Advisers

Waverly has acquired Prosper Financial Advisers 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.


Third Quarter Market Update

Conventional wisdom entering this year said that getting inflation under control would require pain, the only question was how much...


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 “We love the energy Rhonda and her colleagues bring to this partnership,” said Josh Reidinger, CEO of Waverly.
Third Quarter Market Update The Fed raised rates, inflation came down, and the labor market…got stronger...

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 $7.7 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**.


$7.7 BILLION – Advising on assets in excess of $7.7 Billion as of 11.10.2023

100+ TEAM MEMBERS – Across 13 locations in 6 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!