Waverly Advisors Acquires StrategIQ Financial Group

“Waverly’s partnership with StrategIQ represents a substantial milestone for the firm as it approaches the $10 billion dollar AUM threshold,” said Mac Selverian, WPCG Principal

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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.

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Third Quarter Market Update

Conventional wisdom entering this year said that getting inflation under control would require pain, the only question was how much...

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In the Press This is Waverly’s largest transaction since the firm initiated an M&A-focused growth strategy in 2021.
Awards & Rankings Barron's 2023 Top 100 RIAs
Citywire RIA 2023 50 Fastest Growing RIA Firms in America
Third Quarter Market Update The Fed raised rates, inflation came down, and the labor market…got stronger...
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