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Waverly Advisors Acquires Select Promus Business Lines

“Both Waverly and Promus were founded on principles that include stewardship, integrity, and the nurturing of long-term relationships. Together, we strengthen our ability to serve clients through expanded resources and a shared purpose,” said Justin Russell, President and CEO of Waverly.

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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 select Promus business lines will contribute approximately $3.1 billion 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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Beyond Index Funds

Written by Jim Brown, CFA®, MBA, Senior Investment Strategist at Waverly Advisors, LLC | Steve Barrett, CFP®, AIF®, AWMA®, CPWA®, CAP®, Partner, Wealth Advisor on December 8, 2025

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*Please Note: No portion of the news content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Waverly Advisors, LLC is engaged, or continues to be engaged, to provide investment advisory services. The information is presented for general information and educational purposes. Moreover, you should not assume that any portion of the news content serves as the receipt of, or as a substitute for, personalized investment advice from Waverly Advisors, LLC.

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