Financial Advisor Magazine has released its 2026 America’s Top RIA Survey & Rankings, and Waverly Advisors has been named among the Top 100 RIA firms in the nation.
This year’s recognition is particularly meaningful as Waverly continues its steady ascent among the nation’s largest independent advisory firms. In Financial Advisor Magazine’s America’s Top 100 RIAs ranking, Waverly advanced from #38 in 2025 to #28 in 2026, marking a significant ten-position climb in just one year. This achievement demonstrates the momentum our firm has built, the confidence clients place in our team, and the strength of a long-term strategy focused on sustainable growth and exceptional service.
We extend our sincere gratitude to every member of Team Waverly whose passion, professionalism, and commitment to serving others make achievements like this possible. We are equally thankful to the clients, families, institutions, and organizations that have entrusted us with their financial futures.
As Waverly continues to grow its national footprint, we remain grounded in the values that have guided us since our founding: service, integrity, collaboration, stewardship, and long-term thinking. We are honored by this recognition and excited about the opportunities ahead as we continue helping clients navigate complexity with confidence and clarity.
Thank you for being part of the Waverly story.
Important Disclosure:
Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, job promotion, license, membership in any professional organization, or any amount of prior experience or success should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Waverly Advisors is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology below). Unless expressly indicated to the contrary, Waverly Advisors did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Waverly Advisors by any of its clients. Waverly Advisor’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.
Methodology
FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA’s survey by our deadline. We do our best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisers and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $1 billion in assets under management as of December 31, 2025, to be included in the print edition of Financial Advisor magazine’s 2026 RIA survey. Firms with under $1 billion will be included in FA’s expanded 2026 online RIA survey.
Hybrid RIA firms, corporate RIA firms and investment adviser representatives (IARs) are not eligible for this survey. A hybrid RIA is registered as both an RIA and a broker/dealer. A corporate RIA is a registered investment adviser most often formed by a broker-dealer that files an ADV with the SEC. Advisors who are affiliated with the broker-dealer or other entity’s corporate RIA may offer investment advice. They are considered investment adviser representatives (IARs) of the corporate RIA. All of the assets under management of the IARs are included in the corporate RIA’s ADV filed with the SEC.
