Waverly Enters Iowa with Purchase of $373M RIA Dickinson

Waverly Advisors announced it has acquired Council Bluffs, IA-based Dickinson Investment Advisors, which manages $373M in client assets, marking the Birmingham, AL-based RIA’s entry into the Iowa market.

Dickinson was founded in 1998 by Ron Dickinson, and he is joined in the move by his entire team, which includes advisors Dave Piatkowski and Paul Larkin, along with three client service and support team members.

This deal, for which financial and legal terms were not disclosed, closed on January 10 and increases Waverly’s total AUM to $16.4B. The acquisition of Dickinson marks Waverly’s 21st transaction since receiving an equity investment from Wealth Partners Capital Group and HGGC Aspire Holdings in December 2021, and comes roughly a month after the firm added to its Philadelphia presence with the acquisition of $313M AUM Planning Capital Management, as previously reported by Dakota.

Written By: Dakota

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Waverly Enters Iowa with Purchase of $373M RIA Dickinson

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