Waverly Advisors Acquires Planning Capital Management

This partnership represents Waverly's 10th acquisition of 2024 and establishes Waverly’s presence in the greater Philadelphia area.

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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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Third Quarter Market Update

There is little precedent for rate cuts in a healthy economy, but there was little precedent for a lot of what happened in recent years. The pandemic was weird. The labor market and supply chains were reorganized on the fly.

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In the Press The transaction closed on December 13, 2024 and increases Waverly’s AUM to approximately $15.9 billion.
Awards & Rankings Barron's 2024 Top 100 RIAs
Citywire RIA 2024 50 Fastest Growing RIA Firms in America
Third Quarter Market Update The economy seems to have finally left the pandemic era.
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