Ranked #1 Among Birmingham’s Largest Money Managers

Robyn Schubart

August 27, 2026

Waverly Advisors has been ranked #1 in Birmingham’s largest money managers: Ranked by Assets under management

We’re honored to be recognized as Birmingham’s #1 largest money manager by assets under management. This achievement is a reflection of the dedication, expertise and commitment our team brings to serving our clients every day.

A huge thank you to the incredible Waverly team. Your passion, hard work and unwavering commitment made this recognition possible. We’re incredibly proud of what we’ve accomplished together and grateful for the opportunity to continue growing and serving our clients.

View Full Article Here.

Methodology

Information was obtained on June 11, 2026, from U.S. Securities and Exchange Commission Form ADV Part 1 filings. The BBJ’s rankings include registered investment advisers based in Bibb, Blount, Chilton, Jefferson, Shelby, St. Clair and walker counties using data for fiscal 2025. In case of ties, asset managers are listed alphabetically

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.

For more information, please see our other important disclosures.

Share this post on:

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.

Related Insight

Awards and Rankings, News

Ranked #2 In Birmingham Business Journal 2026 Fastest-Growing Money Managers

Waverly Advisors Named #2 Among Birmingham’s Fastest-Growing Money Managers We’re proud to be recognized by the Birmingham Business Journal as…

Awards and Rankings, News

Ranked #1 in Birmingham Business Journal 2026 Best Place to Work

Waverly Advisors Named a 2026 Best Place to Work by the Birmingham Business Journal We’re honored to be recognized by…

Charitable Giving, Insights

After a Lifetime of Saving

Thoughtful charitable giving strategies that may help you support the causes you care about while reducing unnecessary taxes For more…