Barron’s 2024 Top RIA Firms

Robyn Schubart

August 7, 2024

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

We thank our entire Waverly team, whose passion and hard work have made this achievement possible.

Important Disclosure:

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, job promotion, license, membership in any professional organization, or any amount of prior experience or success should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Waverly Advisors is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or

IMPORTANT DISCLOSURES

The information presented in this document is for general informational and educational purposes and is not specific to any individual’s personal circumstances. Nothing in this document constitutes, or shall be relied upon as, investment, legal, or tax advice to any person. The information in this document is provided effective as of the date of its publication, does not necessarily reflect the most current status or development, and is subject to revision at any time. Investing involves risk, and past performance does not necessarily predict future results. None of Waverly, or any of its officers, members, or affiliates, in any way warrant or guarantee the success of any action that anyone may take in reliance on any statements or recommendations in this document.

Waverly Advisors, LLC (“Waverly”) is an SEC-registered investment adviser. A copy of Waverly’s current written disclosure brochure and Form CRS (Customer Relationship Summary), discussing our advisory services and fees, remains available at https://waverly-advisors.com/. You should not assume that any information provided serves as the receipt of, or as a substitute for, personalized investment advice from Waverly Advisors, LLC (“Waverly”). This information should be used as a reference only. Talk to your Waverly advisor, or a professional advisor of your choosing, for guidance specific to your situation. Please note: The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.

Investment advisory services are offered by Waverly Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission. © 2024 Waverly Advisors, LLC. All rights reserved.

For more information about our disclosure.

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MEET THE AUTHOR

Robyn Schubart

Director of Marketing

Robyn joined Waverly Advisors in October of 2022 and serves as Director of Marketing. She is responsible for the generation, coordination and implementation of all marketing related duties. Her goal is two-fold; 1. To enhance the brand of Waverly and the firm in general as a market leader, and 2. To delight Waverly clients, while supporting advisor specific needs.

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