Fee-Only Financial Planning and Investment Advisory Firm

Offering personal wealth management, family office, retirement plan and institutional consulting services, Waverly Advisors advises on assets in excess of $9.8 Billion as of 01.01.2024 and is an independent Registered Investment Advisor (RIA). Waverly Advisors offers clients collaborative investment, tax, estate and financial planning services, through a team of 130-plus team members who hold many of the industry’s most prestigious credentials.


Team of 130+ with credentials including CFP®, CPA, JD, CFA, CIMA & CRPC
Serving corporate retirement plans ranging from several to thousands of employees
18 offices across Alabama, Colorado, Florida, Georgia, Illinois, Indiana, Mississippi and Texas

Our goal is to help you thrive by living out our values every day

Our Community

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

Our People

Pictured: Josh Reidinger, CEO and Justin Russell, President

Meet the Team

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

Questions or want to learn more?

Phone: 205.871.3334

Have questions or want to learn more? Get in touch with us!