Welcome to Waverly Advisors, LLC—simplifying the complexities of wealth management and financial planning since 1999. Our passion drives us, integrity guides us, and earning your trust is central to our mission.
For more than two decades, we’ve helped clients navigate the sophisticated needs that come with wealth. With 290+ team members in offices across the U.S., we provide comprehensive services rooted in strong personal relationships, disciplined strategies, and independent advice.
As a fee-only, federally registered investment advisory firm, we serve high-net-worth individuals and families, corporate retirement plans, trusts, endowments, and institutions—managing over $17.3 billion in assets. Our retirement plan services include plan design, consulting, and investment oversight, operating as an ERISA 3(38) fiduciary.
At Waverly, we listen. We take time to understand your goals, then build tailored strategies designed to support your life, family, and future. You don’t work with just one advisor—you gain a full team of specialists with deep technical knowledge and a shared commitment to your best interest.
Our fiduciary standard means we are bound by the duties of care and loyalty—always putting your needs first. We recognize that every wealth journey is different, and our advice evolves with yours.
While expertise is essential, what sets us apart is empathy. Our team brings curiosity, care, and long-term perspective to every relationship—helping you move forward with clarity and confidence.
Investment advisory services are offered by Waverly Advisors, LLC, ("Waverly"), an investment adviser registered with the Securities and Exchange Commission.
©2025 Waverly Advisors, LLC. All rights reserved.
Company Details
- Employees
- 231
- Founded
- -
- Address
- 600 University Park Place, Suite 501,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://waverly-advisors.com
- Keywords
- Wealth Management, Asset Management, Financial Planning, Corporate Retirement Plans, Legacy Management, Institutional Consulting, Financial Services, Private Funds, Succession Planning, Merger & Acquisitions, Private Wealth, Financial Advisors, Wealth Advisors.
- HQ
- Birmingham, Alabama
Waverly Advisors, Llc Questions
Waverly Advisors, Llc's website is https://waverly-advisors.com
Waverly Advisors, Llc's LinkedIn profile is https://www.linkedin.com/company/waverlyadvisors-llc
Waverly Advisors, Llc has
231 employees.
View email and phone details for 231
employees at Waverly Advisors, Llc.
Waverly Advisors, Llc's industry is
Financial Services
Waverly Advisors, Llc's top competitors are
Homrich Berg,
The Welch Group,
Wealth Enhancement,
Warren Averett,
Waverly Advisors,
Rfg Advisory,
Founders Advisors,
Merit Financial Advisors,
Vulcan Value Partners,
Savant Wealth Management.
Waverly Advisors, Llc's categories are Financial Services
Waverly Advisors, Llc's founding year is 1999
