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.

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