Austin Business Journal’s 2025 Top RIA and Financial Planning Firm
Austin Business Journal’s 2025 Top RIA Firms Ranking is out, and Waverly Advisors is recognized as a top RIA and financial planning firm nationwide.
We thank our entire Waverly team, whose passion and hard work have made this achievement possible.
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
Investment Advisor List was compiled by the Austin Business Journal using data self-reported through annual surveys. To be considered, firms must respond to the survey and report Assets Under Management (AUM) specific to their Austin office. The Investment Management Firms list is divided into two subsists—one for Registered Investment Advisors (RIAs) and one for Broker Dealers—each ranked by local AUM.
Financial Planning List was compiled by the Austin Business Journal using data self-reported through annual surveys. To be considered, firms must respond to the survey and report the number of Certified Financial Planners (CFP) specific to their Austin office.