Waverly Advisors Acquires River Capital Advisors

The merger marks Waverly’s 5th location in Florida and further expands the firm's footprint into the Northeast Florida region.

Read More...

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.

Read More...

Second Quarter Market Update

Inflation slowed sharply in the second quarter, sparking optimism that rate cuts are finally in sight. Skepticism is natural. After all, we are still riding in the wake of a pandemic hurricane and the waves have not yet settled...

Read More...

In the Press The transaction closed on July 19, 2024, and increases Waverly’s AUM to approximately $12.5 billion.
Awards & Rankings Barron's 2023 Top 100 RIAs
Citywire RIA 2023 50 Fastest Growing RIA Firms in America
Second Quarter Market Update Inflation has swung back and forth each of the last four quarters, with analysts overreacting every time. The best course of action has been patience.
Top