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.
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 150+ employees and more than $11.3 Billion in AUM as of 04.05.2024.
In addition to Birmingham, we have multiple offices across the Southeast and west including Atlanta, Austin, Charlotte, Chicago, Colorado Springs, Deerfield, Huntsville, Jackson, Lafayette, Lakeland, Merrillville, Mobile, Montgomery, Oak Brook, Pensacola, Savannah, St. Petersburg and Tampa.
Waverly’s M&A-focused growth initiative continues to be intentional in adding highly skilled individuals who align with Waverly’s core values.
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!
Led by Josh Reidinger, CEO and Justin Russell, President, 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.
Josh brings over 25 years of business leadership and a deep desire to help others. He started as a runner with Warren Averett in 1996 and was a founding member of Warren Averett Asset Management. As CEO of Waverly, Josh is a servant leader who brings empathy, experience and intentionality to every interaction.
"Everything we do centers around serving. We believe we were put here to serve our clients, one another and our communities. We are excited to partner with like-minded firms who want to grow and serve along with us." - Josh Reidinger, CEO
Contact Josh
Phone: 205.769.3294
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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
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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.
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.