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Waverly Advisors Acquires Forefront Wealth Management

“This partnership strengthens Waverly’s ability to deliver an exceptional client experience,” said Justin Russell, President and CEO of Waverly. “Together, we are expanding the firm’s reach while staying true to a shared culture of collaboration and excellence.”

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Waverly Advisors Ranked in Barron's 2024 Top 100 RIA Firms in the U.S.

As we strive to be a leader in our industry, Waverly finds value in participating in the top award & rankings competitions, proving to ourselves, our clients and our peers that we are a firm to watch.

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Quarterly Market Update

Although 2025 was not the smoothest ride, both the economy and financial markets held up better than many expected.

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In the Press The acquisition of Forefront Wealth Management will contribute approximately $257 million in assets under management (“AUM”) to the firm.
Awards & Rankings Barron's 2024 Top 100 RIAs
Citywire RIA 2024 50 Fastest Growing RIA Firms in America
Quarterly Market Update Although 2025 was not the smoothest ride, both the economy and financial markets held up better than many expected.

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*Please Note: No portion of the news content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Waverly Advisors, LLC is engaged, or continues to be engaged, to provide investment advisory services. The information is presented for general information and educational purposes. Moreover, you should not assume that any portion of the news content serves as the receipt of, or as a substitute for, personalized investment advice from Waverly Advisors, LLC.

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