AWARDS & 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.


Barron’s 2024 Top RIA Firms

Barron’s 2024 Top RIA Firms Ranking Is Out, and Waverly Advisors is Recognized as One of the Top RIA Firms Nationwide.

FA Magazine’s 2024 America’s Top 100 RIAs

Financial Advisor Magazine’s 2024 America’s Top RIA Survey & Rankings Are Out, and Waverly Advisors is Recognized as One of the Top 100 RIA Firms Nationwide.

FA Magazine’s 2024 Top 50 Fastest Growing Firms

Financial Advisor Magazine’s 2024 America’s Top RIA Survey & Rankings Are Out, and Waverly Advisors is Recognized as One of the Top 50 Fastest-Growing RIA Firms Nationwide.

Forbes Top Women Wealth Advisors Best-In-State

Forbes has once again ranked Melanie Nichols in the Top 3 Women Wealth Advisors in Alabama! Congratulations, Melanie!

Forbes 2023 America's Top RIA Firms

Waverly is proud to be ranked once again in the Forbes 2023 America's Top RIA Firms.

Barron's 2023 Top 100 RIA Firms

Barron's shines a spotlight on the nation’s best financial advisors, with an eye toward raising standards in the industry.

Citywire RIA - 50 Fastest Growers Across America 2023

Waverly has been ranked #1 in Alabama in Citywire RIA's fastest growing RIAs in America.

Financial Advisor Magazine 2023 RIA Ranking - 50 Fastest Growing RIAs in America

Waverly has been ranked #19 in FA Magazine's 50 Fastest-Growing RIAs in America.

Financial Advisor Magazine 2023 Top RIA Ranking

Waverly has been ranked #87 in FA Magazine's Top RIA Firms in America.

Business Alabama Magazine 2023 Financial Planning and Investment Advisory Firms

As our firm continues to grow we are happy to announce our #2 ranking in Business Alabama Magazine's industry list for Financial Planning and Investment Advisory Firms of 2023! This list is ranked by value of assets under management as of December 31, 2022 in the state of Alabama.

BBJ 2023 Who's Who in Financial Planning & Wealth Management

Join us as we congratulate our CEO, Josh Reidinger, for being listed in this year's Birmingham Business Journal's Who's Who in Financial Planning and Wealth Management

BBJ 2023 Best Places to Work

To be recognized for this honor based on feedback from our teammates is truly affirming. Our rapid growth allows us to continue enhancing service to clients, offer exceptional career opportunities and give back to the communities that we live and work in.

FORBES 2023 Best-In-State Wealth Advisors

We celebrate Melanie Nichols and John Cox, Waverly Wealth Advisors, on the Forbes/SHOOK Best-In-State Wealth Advisors list! The rankings were compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms.

FORBES 2023 Top Women Wealth Advisors Best-In-State

Congratulations to Melanie Nichols, Partner and Wealth Advisor at Waverly, for being listed in the seventh annual ranking of Forbes/SHOOK Top Women Wealth Advisors Best-In-State!

FORBES 2022 America's Top RIA Firms

CNBC's 2022 Financial Advisors Top 100 RIA Firms


 

Awards and Rankings Disclosure can be found HERE.

Top