Waverly Advisors Acquires McShane Partners

“The acquisition of McShane speaks to Waverly’s commitment to delivering comprehensive, client-centric wealth and investment management services, while expanding the firm’s resources and infrastructure to new geographies.,” said Mac Selverian, WPCG Principal.


Waverly Advisors Ranked in Barron's 2023 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.


First Quarter Market Update

As the first quarter comes to a close, we wanted to share our Quarterly Review & Market Update with you. Put together by our in-house Investment Committee, this commentary allows you to remain informed about the trends, impacts and influences the markets have experienced over the last three months. 


In the Press Waverly’s latest partnership marks the firm's thirteenth transaction since 2021, and increases Waverly’s AUM to approximately $11.3 Billion.
Awards & Rankings Barron's 2023 Top 100 RIAs
Citywire RIA 2023 50 Fastest Growing RIA Firms in America
First Quarter Market Update The economy is growing a bit above trend. The labor market is a bit tight. Inflation is a bit high...