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."

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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

The third quarter began with stimulative policy from Congress and ended with stimulative policy from the Fed.

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In the Press The acquisition of BTWM will contribute approximately $465 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 The investment wave in data centers, semiconductors, and power generation is the largest since the railroad boom in the late 19th century.
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