Waverly Advisors

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Waverly Advisors
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Partnership

A strategic partnership with Waverly offers the opportunity to scale professional impact within an interconnected network that values cultural alignment and operational excellence.

DESIGNED FOR SUCCESS

Built to Support Your Next Chapter

Many independent advisors reach a crossroads: keep spending your energy building infrastructure, or find a partner who already has the technology, talent, and resources in place, so you can get back to what you do best.

Partnering with Waverly means solving for the challenges that often keep founders up at night: accelerating growth, achieving scalability, broadening your service offering, and planning for succession and continuity. You don’t have to choose between growing your firm and protecting the personalized experience your clients count on. With Waverly, you can have both.

$35.6B

Assets Under Management as of 7.27.2026

480+

Dedicated Team Members Ready To Serve You

51

Locations Across 20 States Serving Key Markets Nationwide

PROVEN GROWTH

Rooted in More Than Numbers

Founded in 1999 in Birmingham, Alabama, Waverly Advisors has grown from a single office into one of the nation’s leading independent RIAs. But scale has never been the point. Everything we do is anchored in a single guiding word: Serve. We serve our clients, our colleagues, and our communities, and that principle shapes every partnership, every decision, and every relationship we build.

Since 2021, Waverly has completed 35+ partnerships, but we’ve never chased growth for its own sake. We do M&A differently. Each firm that joins us is chosen intentionally, selected not just for their book of business, but for their character, culture, and commitment to doing right by clients. Backed by Wealth Partners Capital Group and HGGC’s Aspire Holdings platform, we’ve built a world-class, cohesive, and fully integrated firm, one that expands its reach while staying true to a shared culture of collaboration and excellence.

THE VALUE OF ALIGNMENT

A Partnership, Not a Rollup

When you join Waverly, you join a genuine partnership, not a rollup. Our advisors operate as fiduciaries, free from quotas, commissions, and proprietary products, so advice always stays aligned with client outcomes. You gain a multidisciplinary bench of specialists across investment, tax, estate, trust, and financial planning; institutional-quality research and private markets access delivered with boutique-level care; and a national platform paired with the intimacy of local relationships. Your clients benefit from deeper resources and expanded capabilities, while continuing to receive the trusted, high-touch service that has always defined your firm.

Our Culture & values

Everything we do begins with a single question: how can we serve our clients, our teams, and the communities we call home?

  • Serve
  • Integrity
  • Family
  • Grace
  • Team
  • Drive
  • Empathy
  • Community
Serve

Stewardship in Every Relationship

Service is more than what we do—it is how we show up. Guided by a commitment to stewardship, we place the needs, goals, and well-being of those we serve at the center of every interaction. By listening deeply, acting thoughtfully, and remaining present through every stage of life, we build relationships rooted in trust, care, and lasting connection.

Integrity

Trust Earned Through Action

Integrity is the foundation of every relationship we build. We communicate with clarity, follow through on our commitments, and take accountability for every interaction. By aligning what we say, what we do, and what clients experience, we create the confidence, consistency, and peace of mind that lasting relationships require.

Family

Centered on What Matters Most

Family is at the heart of meaningful planning. We take the time to understand the people, relationships, values, and aspirations behind every financial decision. By keeping what matters most at the center of our approach, we help clients navigate today while preparing thoughtfully for future generations.

Grace

Wisdom with Understanding

Life’s most important decisions are rarely simple. We approach every conversation with patience, empathy, and perspective, creating space for thoughtful dialogue and informed decisions. Through calm guidance and genuine understanding, we help bring clarity when it matters most.

Team

Stronger Together

Exceptional service is the result of shared expertise and seamless collaboration. Behind every client relationship is a connected team working together with a common purpose and a deep understanding of each client’s unique needs. This coordinated approach ensures thoughtful guidance, clear communication, and a consistent experience.

Drive

Purpose in Motion

We are committed to helping clients move forward with confidence. Through proactive guidance, disciplined follow-through, and intentional action, we help create momentum toward meaningful goals. Our focus is not simply on progress, but on progress guided by purpose.

Empathy

Understanding Before Advising

The best advice begins with listening. We seek to understand the personal experiences, priorities, and aspirations that shape every decision. By gaining a deeper perspective, we provide guidance that feels thoughtful, relevant, and aligned with what matters most to each client and family.

Community

Connected for the Journey

Relationships are built over time through trust, consistency, and meaningful connection. We remain engaged through life’s milestones, transitions, and opportunities, providing continuity that extends beyond individual interactions. As needs evolve, our commitment to the relationship remains steadfast—because the work may change, but the connection endures.

OUR PEOPLE SET US APART

Stronger Together. Rooted in Purpose.

Our culture draws the right fit and filters out the rest.

Waverly’s culture is both a magnet and a filter. Our values of grace, family, empathy, and community, attract advisors and clients wired for service who want a genuine, family-like community they rarely find elsewhere. Meanwhile, integrity, team, and drive naturally screen out those who don’t fit. The elegance? It’s the same culture doing both jobs. By being unapologetically clear about who we are, we draw in those who resonate and let misalignment self-select out. That’s why our people are so aligned and why we believe our people are what set us apart.

More About Waverly
Justin T. Russel

BETTER TOGETHER

The Right Partner for What's Next

We partner with both independent RIA and CPA-affiliated firms who lead with integrity and carry a deep sense of responsibility to their clients. Like the aspen grove, individual trees connected by a shared root system, stronger together than they could ever be alone, Waverly’s strength comes from like-minded advisors who share our roots, our values, and our vision for what wealth management should be. If that sounds like your firm, we should talk.

Connect With Our CEO, Justin Russell

INTENTIONAL STEWARDSHIP

Our Investment Philosophy

Waverly Advisors unites public and private markets on one platform, pairing the liquidity and global diversification of public equities and fixed income with institutional access to private equity, private credit, and real assets. Anchored by a client-first, goals-based philosophy built on discipline, diversification, and risk-awareness, we help individuals, families, and business owners protect and grow wealth across generations.

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YOUR INTEGRATION TEAM

A Seamless Path to Partnership Success

FAQs

Partnership Answers for What Matters Most

Technical guidance on firm integration, operational support, and client continuity.

How does the firm preserve the local identity of a partner practice?

Partner practices retain their deep community roots and client-facing teams while gaining the scale, institutional infrastructure, and comprehensive branding support of the national network.

Joining firms gain immediate access to centralized compliance oversight, institutional-grade investment research, advanced technology stacks, and direct support from internal tax and estate planning teams.

A dedicated integration team coordinates the entire asset migration lifecycle, utilizing structured timelines and high-touch administrative support to ensure zero disruption to daily client service.

Partnership establishes a clear equity and leadership transition roadmap that secures the continuity of the practice, protects employee career velocity, and provides uninterrupted fiduciary care.

Evaluation focuses on practices that operate under a strict, fee-only fiduciary model, possess highly skilled teams, maintain clean regulatory records, and demonstrate an unwavering commitment to service.