Birmingham AL – November 18, 2022 – Waverly Advisors is proud to be acknowledged in the Forbes ranking for America’s Top RIA Firms in 2022. We confirm our commitment to our clients everyday as we serve as an RIA industry leader in our region.
Waverly Advisors celebrates the 65th position nationwide, representing one of only eleven firms located in our Southeastern footprint of Alabama, Florida and Georgia.
The Forbes America’s Top RIA Firms ranking methodology is developed by SHOOK Research, based on an algorithm of qualitative criteria. Firms that are acknowledged for this ranking have been evaluated on factors related to revenue trends, assets under management, compliance records, industry experience and client service best practices.
In parallel to our 2022 CNBC FA 100 ranking and now Forbes America’s Top RIA Firms as well, our guiding principle behind everything we do is to serve. With 23 years of industry experience, we have served our clients, one another, and our communities, while encountering exponential growth throughout our journey. Our advisors are deeply dedicated to their communities and continue to develop and maintain strong relationships. We have a wholehearted commitment to be a strict, fee-only fiduciary firm, always acting in the best interest of our clients.
Once again, we have to take the time to thank our team for their hard work, dedication to our clients and corporate values they impart at Waverly every day.
Follow the link for the full Forbes America’s Top RIA Firms rankings list.
For related disclosure and criteria for ranking, click here.
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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