Waverly Advisors Acquires 9258 Wealth Management

“Partnering with 9258 brings a wealth of benefits to both firms,” said Justin Russell, President of Waverly. “Not only do we expand our reach into another new market, but we acquire new lines of service and expertise, while providing greater resources and infrastructure to 9258’s existing clients.”

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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 Our name and our look may have changed, but the people you’ve come to know and trust have not, and our values remain the same.
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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