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 StrategIQ Financial Group

“Waverly’s partnership with StrategIQ represents a substantial milestone for the firm as it approaches the $10 billion dollar AUM threshold,” said Mac Selverian, WPCG Principal.

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Waverly Advisors Acquires Prosper Financial Advisers

Waverly has acquired Prosper Financial Advisers based in St. Petersburg, Florida. This transaction is the sixth RIA acquisition by Waverly in 2023 and expands the firm’s existing presence in Florida.

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Our Latest Awards & Rankings Top 40 Under 40
Business Alabama 2023 Financial Planning & Investment Firms List
Who's Who in Financial Planning
In the Press This is Waverly’s largest transaction since the firm initiated an M&A-focused growth strategy in 2021.
In the Press “We love the energy Rhonda and her colleagues bring to this partnership,” said Josh Reidinger, CEO of Waverly.

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 130+ employees and more than $9.8 Billion in AUM as of 01.01.2024.

In addition to Birmingham, we have multiple offices across the Southeast and west including Atlanta, Austin, Chicago, Colorado Springs, Deerfield, Huntsville, Jackson, Lafayette, Lakeland, Merrillville, Mobile, Montgomery, Oak Brook, Pensacola, Savannah, St. Petersburg and Tampa.

*See Important Disclosure Here.

130+TEAM MEMBERS ACROSS 18 LOCATIONS IN THE US
16 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.

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 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 Reidinger, CEO

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
Send an Email


Justin Russell, President

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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