Waverly Advisors, LLC Ranked #2 Nationwide in USA Today’s 2026 Best Financial Advisory Firms.
We’re proud to share an exciting milestone in our journey, our firm has been named to USA TODAY’s Best Financial Advisory Firms 2026 list, ranked #2 nationwide!
This national recognition, developed in partnership with Statista, highlights firms across the country that stand out for excellence in client satisfaction, peer recommendations, and sustained growth. To be included among this group of respected firms is both an honor and a meaningful reflection of the work we do every day.
To our clients, this recognition belongs just as much to you. Thank you for trusting us with your goals, your families, and your futures. Your confidence in our team is something we never take for granted. Every conversation, every plan, and every milestone we help you navigate is the reason we do what we do.
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 submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology below). Unless expressly indicated to the contrary, Waverly Advisors did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Waverly Advisors by any of its clients. Waverly Advisor’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.
Methodology
The rankings are comprised exclusively of advisory firms that are eligible regarding the scope described in this document. A mention in the rankings is a positive recognition based on client and peer recommendations and data points collected from publicly available sources at the time. The rankings are the result of an elaborate process which, due to the interval of data-collection and analysis, is a reflection of the past years. Furthermore, events preceding or following the 02/11/2026 were not included in the metrics. As such, the results of these rankings should not be used as the sole source of information for future deliberations. The information provided in these rankings should be considered in conjunction with other available information about advisory firms. The quality of advisory firms that are not included in the rankings is not disputed.
