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Invista Advisors

EST. AUM
$443,547,941

CONTACTS
4

CLIENT ACCOUNTS
1,022

Firm Details

Metro area Montgomery
CRD Number 282899
Website waverly-advisors.com
Client types

Overview

On July 24, 2026, InVista Advisors was acquired by Waverly Advisors and became part of its wealth management platform. InVista provides financial planning services through a team-based approach, bringing together CPAs, business consultants, specialists, and investment advisors to deliver coordinated financial solutions to clients.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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