Waverly Advisors has been listed among the 300 Top Registered Investment Advisers (RIA) by Financial Times and among the top CPA financial planners for 2019 by Accounting Today.
The 300 Top Registered Investment Advisers list recognizes top independent RIA firms from across the U.S. and is produced independently by the Financial Times in collaboration with Ignites Research—a subsidiary of the Financial Times that provides business intelligence on the asset management industry. RIAs were rigorously graded in a variety of areas, including AUM, AUM growth, years in existence, advanced industry credentials of the firm’s advisors, online accessibility and compliance records. This is the second consecutive year that Waverly Advisors has made the list.
The 13th annual Accounting Today Wealth Magnets report ranked Waverly Advisors as the 17th largest financial planner by assets under management (AUM) among 150 total CPA firms across the U.S. Among these firms, Waverly Advisors is the third-largest in the Southeast. The list of rankings is organized into groups in order of AUM. Waverly Advisors, reporting over $2.5 billion of assets under management, was placed in the largest group, named “The Billion Dollar Club.” The other groups include planners that reported $500 million-plus, $100 million-plus and under $100 million in AUM.
Waverly Advisors is proud to share these rankings with an elite group of RIAs. Now in our 20th year of existence, our Firm continues to credit this kind of recognition to the clients who allow us to serve them.
“These rankings are not about our own success or status. Instead, they are a reminder to us that our clients continue to be the driving force behind all that we do and seek to achieve. Our goal is to see them succeed, and we believe that sound asset management is a part of that success,” states Josh Reidinger, president of Waverly Advisors. “We are thankful to our clients for the opportunity to serve them.”
To view Financial Times’ full list of Top Registered Investment Advisers, click here.
To view Accounting Today’s 2019 Wealth Magnets report in its entirety, click here.
The FT 300 is based on data gathered from RIA firms, regulatory disclosures and the FT’s research. The Accounting Today 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 The Financial Times or Accounting Today in exchange for inclusion in the rankings.