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Waverly Advisors Acquires TruWealth Advisors

“Chuck and his team have built a respected firm grounded by transparent communication, disciplined portfolio construction and a genuine commitment to prioritizing clients’ needs above all else,” said Justin Russell, President and CEO of Waverly. “Their investment outlook and client service approach aligns closely with Waverly’s, and we are pleased to welcome TruWealth to the Waverly team.”

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Waverly Advisors Ranked in Barron's 2025 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 first quarter was challenging for investors due to geopolitical risk that has calmed down in early April.

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In the Press The acquisition of TruWealth Advisors will contribute approximately $3.1 billion in assets under management (“AUM”) to the firm.
Awards & Rankings Barron's 2025 Top 100 RIAs
Citywire RIA 2024 50 Fastest Growing RIA Firms in America
Quarterly Market Update The first quarter was challenging for investors due to geopolitical risk that has calmed down in early April.

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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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