Offering personal wealth management, family office, retirement plan and institutional consulting services, Waverly Advisors advises on assets in excess of $5.7 Billion as of 03.31.2023 and is an independent Registered Investment Advisor (RIA). Waverly Advisors offers clients collaborative investment, tax, estate and financial planning services, through a team of 80-plus team members who hold many of the industry’s most prestigious credentials.
Our team is good at what we do, but we also strive to do good in our communities and beyond. Waverly Advisors and our employees share our success through the support of numerous charitable, civic and community organizations. Many of these organizations are leading efforts, impacting causes and touching lives that hit close to home and others in far away places.Our Community
Waverly Advisors is always looking for talented people to join our growing team. Please take a look at our available open positions to see if you might be a great fit!Join Our Team
Have questions or want to learn more? Get in touch with us!