Dakota
Dakota
Book a Demo
Talk to an Expert

McBride Financial Advisors LLC

EST. AUM
$170,000,000

CONTACTS

CLIENT ACCOUNTS
498

Firm Details

Metro area Seattle
CRD Number 114843
Website waverly-advisors.com
Client types

Overview

McBride Financial Advisors LLC is an independent registered investment adviser founded by Michael McBride, providing personalized financial planning, portfolio management, and fiduciary advisory services to individuals and families. Effective March 13, 2026, the firm was acquired by Waverly Advisors, with Michael McBride continuing to serve clients as Partner and Wealth Advisor within the Waverly Advisors platform. The firm's mission has been rooted in making a meaningful impact on clients' financial lives through integrity, independence, personalization, and transparency, with a strong emphasis on cultivating enduring client relationships.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy