Jacksonville Business Journal’s 2025 Top RIA Firms
Jacksonville Business Journal’s 2025 Top RIA Firms Ranking Is Out, and Waverly Advisors is Recognized as One of the Top RIA Firms 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
List was compiled by the Jacksonville Business Journal using data self-reported from Registered Investment Advisors, and then ranked by Advisory and Brokerage Assets Managed.