Forbes 2023 America’s Top RIA Firms
Waverly is proud to be ranked once again in the Forbes 2023 America’s Top RIA Firms.
Forbes Top RIA Firms 2025 List: Top Registered Investment Advisors

Waverly is proud to be ranked once again in the Forbes 2023 America’s Top RIA Firms.
Forbes Top RIA Firms 2025 List: Top Registered Investment Advisors
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 independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Waverly, including investment strategies, fees and objectives can be found in Waverly’s ADV Part 2A Brochure and Form CRS (Customer Relationship Summary), 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. This information should be used as a reference only.
Investment advisory services are offered by Waverly Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission.
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For more information, please see our other important disclosures: Disclosure – Waverly Advisors (https://waverly-advisors.com/disclosure/)
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.