Waverly Advisors is proud to have ranked second on Business Alabama’s recently published Financial Planning and Investment Advisory Firms list. 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 throughout the state and has offices in Birmingham, Homewood, Huntsville and Montgomery, making it easier to serve clients locally. Clients can grow and thrive by planning for strong financial futures with the help of our certified financial planners and advisors.
“Our goal is to serve our clients and help them succeed. Sound asset management is a part of that success, and by helping them thrive, it gives us the determination to keep pushing forward,” said Josh Reidinger, CPA, the President of Waverly Advisors. “Rankings like this remind us that our clients are the driving force behind all that we do. We are very thankful to our clients for the opportunity to serve them.”
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.