Waverly Advisors Acquires Dickinson Investment Advisors

"Ron and his team have created a thriving firm by fostering long-term, personalized relationships with their clients," said Justin Russell, President and CEO of Waverly. "We truly appreciate the priority that Dickinson places on its client relationships, as our client-centric approach is the foundation of Waverly’s culture."

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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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Fourth Quarter Market Update

Investors are in wait and see mode after a strong run for global markets. Absolute returns for most asset classes have been solid the last two years. Credit market performance was exceptional. Relative returns across investment styles have been tied to the weighting of technology. Large US companies have therefore led the way as the S&P 500 Index rose 26% in 2023 and 25% in 2024.

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