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Waverly Advisors Acquires McBride Financial Advisors

“As Waverly continues to thoughtfully expand our footprint, acquiring firms that lead with integrity and have a deep sense of responsibility to their clients is our top priority,” said Justin Russell, President and CEO of Waverly. “McBride exemplifies what it means to operate as a dedicated fiduciary, making it a priority to understand each client’s unique situation and deliver advice with care, discipline and professionalism.”

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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

Although 2025 was not the smoothest ride, both the economy and financial markets held up better than many expected.

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In the Press The acquisition of McBride Financial Advisors will contribute approximately $181million 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 Although 2025 was not the smoothest ride, both the economy and financial markets held up better than many expected.

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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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