Business Alabama’s recently published Financial Planning and Investment Advisory Firms list of 2023 ranked Waverly Advisors in second place! The ranking is determined by AUM, the value of assets under management from the firms’ Alabama offices.
Waverly Advisors offers financial planning and asset management services for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients throughout the state. Our Alabama offices are located in Birmingham, Huntsville, Mobile and Montgomery. We also serve clients across the Southeast with additional locations in Atlanta, Savannah, Tampa, Lakeland and Pensacola. Clients can grow and thrive by planning for strong financial futures with the help of our certified financial planners and advisors.
Waverly’s combined AUM across our entire footprint currently equates to $5.7 Billion as of 03.31.2023. The firm’s intentional growth trajectory aims to expand into new and existing states with more locations to come, further strengthening our infrastructure and resources to better serve our clients.
Business Alabama covers businesses, large and small, through all sectors of the Alabama economy. Business Alabama has tracked the growth of the Alabama economy for more than three decades, and they report the vital regional issues that go unnoticed in the daily newspapers and the national business magazines.
Business Alabama’s Financial Planning List is based on data surveyed from RIA firms, regulatory disclosures and the Business Alabama’s research. The Financial Planning Firm list is based on assets under management as reported by each firm. This ranking and/or recognition does not evaluate the quality of services provided to clients and is not indicative of the future performance of Waverly Advisors, LLC. It should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results, nor should it be construed as a current or past endorsement of Waverly Advisors, LLC by any of its clients. Neither the RIA firms nor their employees pay a fee to Business Alabama in exchange for inclusion in this ranking.