For Advisors Partnering with Waverly

Waverly’s M&A-focused growth initiative continues to be intentional in adding highly skilled individuals who align with Waverly’s core values.

Read more about our latest achievements

Waverly Advisors Acquires Brass Tax Wealth Management

“Waverly’s commitment to its clients was a key factor in the decision to join the firm,” said Neal Schulte. “By partnering with Waverly, the team has gained access to enhanced technology and back-office capabilities, allowing us to focus on providing clients with a more comprehensive and personalized experience."

Waverly Advisors Acquires Fiduciary Wealth Advisors

“Waverly’s M&A initiative has always focused on building a cohesive, integrated firm that delivers a world-class, service-oriented client experience,” said Justin Russell, President and CEO of Waverly. “By partnering with NBW, Waverly is able to strengthen its existing equity strategy and offer clients a more sophisticated investment portfolio approach.”

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Our Latest Awards & Rankings Forbes Best-In-State
Barron's Top 100 RIAs
Forbes Top 100 RIAs
In the Press The acquisition of BTWM will contribute approximately $465 million in assets under management (“AUM”) to the firm.
In the Press “Waverly’s commitment to its clients was a key factor in the decision to join the firm,” said Neal Schulte. “By partnering with Waverly, the team has gained access to enhanced technology and back-office capabilities, allowing us to focus on providing clients with a more comprehensive and personalized experience."

JOIN OUR TEAM

If you are a successful RIA wanting to enhance your client experience, broaden your service offering, accelerate growth, achieve scalability, or solve for continuity and succession, we may have the solution you are looking for.

Waverly Advisors (Waverly) was founded in 1999 in Birmingham, AL as a subsidiary of Warren Averett.  Since then, we have evolved into an independent holistic wealth management firm with experience in financial planning, investment, estate, and tax planning services, growing both organically and through M&A to 300+ employees and $19.9 Billion in AUM as of 09.12.2025.

In addition to Birmingham, we have 40 offices across the U.S.

*See Important Disclosure Here.

300+TEAM MEMBERS ACROSS 40 LOCATIONS IN THE US
29 PARTNERSHIPS SINCE 2011
17+ DESIGNATIONS INCLUDING CFP®, CPA, CFA, JD, AEP, CIMA, AAMS®, AWMA®, CAIA, QPFC, CIPM, MBA, CWS, QKA, FPQP™ *
5
LINES OF BUSINESS: PRIVATE CLIENTS, FAMILY OFFICE, CORPORATE RETIREMENT PLANS, INSTITUTIONAL CONSULTING & WOMEN'S WEALTH CONNECTION

Proven Growth

Waverly’s M&A-focused growth initiative continues to be intentional in adding highly skilled individuals who align with Waverly’s core values.

Growth Chart

 

PARTNER WITH US

We partner with both Independent RIA and CPA affiliated firms.
If you are an independent RIA seeking succession solutions, expanded business capabilities, or systematic growth channels, we are uniquely positioned to help.
If you have a CPA heritage, let us show you why we love ours and how we've successfully separated from our original CPA firm while strengthening a great business relationship.  We have actually done this multiple times!

STRONG LEADERSHIP

Led by Justin Russell, President & CEO, Waverly Advisors partnered with Wealth Partners Capital Group (“WPCG”) and HGGC in December 2021 to collaboratively identify and integrate like-minded RIAs and advisors who are seeking access to expanded business capabilities, strategic growth and succession solutions.

WPCG and HGGC bring RIA M&A expertise and a strategic focus on growth, scale and value creation, along with capital access.

 


Justin T. Russell, President & CEO

Justin brings unique perspective and thoughtful insight to every conversation. He started with Warren Averett Asset Management in 2006, eventually holding both CCO and COO titles. He currently serves as President of Waverly Advisors. Justin is a proven leader with over 20 years of investment and management experience.

"Our culture is a huge part of what defines and differentiates us. I like to say it's both a filter and a magnet. We are firm filled with culture carriers. Josh and I may be the leaders of the firm, but it's our team that has created the amazing firm we have today and who will take us to great heights in the years ahead." - Justin Russell, President

Contact Justin

Phone: 205.769.3384
Send an Email

SEAMLESS INTEGRATION

Waverly’s Integration Team is ready to help you integrate with our firm. We walk alongside new partner firms to ensure you feel confident every step of the way when joining our Waverly family.

 


NEW PARTNER & TEAM TESTIMONIALS

Our team is our voice.  Whether you are a new partner firm making the transition to become part of Waverly or a long-term team member; you know that when we speak culture we mean every word.  These testimonials give you a sneak peak of what it means to be part of Waverly.

 

 

 


 

BETTER TOGETHER

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