Waverly Advisors, LLC Email Format

Financial ServicesAlabama, United States201-500 Employees

Waverly Advisors, LLC operates in the financial services sector as a fee-only, federally registered investment adviser focused on wealth management and financial planning. It serves high-net-worth individuals and families, corporate retirement plans, trusts, endowments, and institutions, delivering independent guidance through a team-based approach that emphasizes personal relationships and disciplined investment practices. The firm adheres to fiduciary duties, acting as an ERISA 3(38) fiduciary for retirement plans, and it manages assets on behalf of clients totaling more than $17.3 billion. Its approach centers on tailoring strategies to each client’s goals and circumstances, evolving with their needs over time. 

Based in Birmingham, Alabama, Waverly operates with offices across the United States. The firm expanded its Mid-Atlantic presence in 2026 through acquisitions and hires, including WealthPlans and Cooley & Associates, and the addition of Smithfield Trust Company, extending its wealth management and trust capabilities.

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