Waverly Advisors Acquires TruWealth Advisors

April 28, 2026

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USA Today 2026 Ranked #2 Nationwide

April 22, 2026

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Waverly Advisors Acquires McBride Financial Advisors

March 17, 2026

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Waverly Advisors Acquires Pure Portfolios

February 3, 2026

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Waverly Advisors Acquires Forefront Wealth Management

December 9, 2025

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Waverly Advisors Acquires Select Promus Business Lines

December 2, 2025

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Forbes 2025 Top RIA Firms

December 1, 2025

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Barron’s 2025 Top RIA Firms

December 1, 2025

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Waverly Advisors Acquires Bridge Creek Capital Management

November 5, 2025

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Waverly Advisors Acquires Pacific Portfolio Consulting, LLC

November 3, 2025

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Waverly Advisors Acquires Brass Tax Wealth Management

September 16, 2025

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FA Magazine’s 2025 America’s Top 100 RIAs

August 8, 2025

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FA Magazine’s 2025 Top 50 Fastest Growing Firms

August 8, 2025

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Austin Business Journal’s 2025 Top RIA and Financial Planning Firm

July 23, 2025

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Jacksonville Business Journal’s 2025 Top RIA Firms

May 22, 2025

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Waverly Advisors Acquires Fiduciary Wealth Advisors

April 7, 2025

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