Verified email-pattern data for Waverly Advisors, Llc is currently limited. You can still use the company insights and contact sections below.
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
- 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
Vulcan Value Partners,
The Welch Group,
Warren Averett,
Merit Financial Advisors,
Homrich Berg,
Savant Wealth Management,
Rfg Advisory,
Waverly Advisors,
Wealth Enhancement,
Founders Advisors.
Waverly Advisors, LLC's categories are Financial Services
Waverly Advisors, LLC's founding year is 1999
Explore related pages
Related company profiles:
Top Waverly Advisors, LLC Employees
-
Jeffrey G. Johnson, MBA, CFP®
n/a
Baltimore, Maryland, United States, United States1yahoo.com -
Loren Levitan
Marketing Manager At Waverly Advisors…
Chicago, Illinois, United States, United States4toengagemarketing.com, hotmail.com, yahoo.com, teleformix.com9 +131233XXXXX
-
Markus Sleuwen (Guerrero), JD, IACCP®
Chief Compliance Officer At Waverly…
Greater Chicago Area, United States, United States -
Scott Dorsey
Director Of Data And Analytics
Milton, Massachusetts, United States, United States2taylorinvestments.com, nbwcapital.com
Free Chrome Extension
Find emails, phones & company data instantly
Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Aero Online
Your AI prospecting assistant
Select data to include:
Total price:
$0.00
0 records × $0.02 per record
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 10 free credits.
Search the #1 Contact Database
Get contact details of over 750M+ profiles across 60M companies – all with industry-leading accuracy. Sales Navigator and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.