Waverly Advisors, LLC

Waverly Advisors, LLC is a fee-only fiduciary Registered Investment Adviser (RIA) headquartered in Birmingham, Alabama. Founded in 1999, the firm's core mission is to provide objective, client-first financial guidance, emphasizing long-term relationships and trust. Operating as a strict fiduciary, Waverly Advisors ensures that advice is always aligned with clients' best interests, free from commissions or proprietary products.

The company offers a comprehensive suite of wealth management services, including investment management, financial planning, tax strategies, estate planning, and trust services. They also provide specialized offerings such as corporate retirement plans, family office services, institutional consulting, and programs like "Waverly Women" and "Waverly Business Services." Waverly Advisors serves a diverse clientele, including high-net-worth individuals, families, business owners, institutions, and retirement plans. As of July 27, 2026, the firm managed approximately $35.6 billion in assets.

Under the leadership of President and CEO Justin T. Russell, Waverly Advisors has pursued an active growth strategy, significantly expanding its national footprint. The firm rebranded to Waverly Advisors in October 2022, following a private equity investment in December 2021 from Wealth Partners Capital Group and HGGC's Aspire Holdings platform. This backing has fueled numerous acquisitions, with the firm completing its 35th transaction in July 2026 with the acquisition of InVista Advisors, further strengthening its presence in Alabama. Waverly Advisors operates over 50 offices across the U.S. with nearly 500 professionals, positioning itself as one of the nation's leading independent RIAs.