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Waverly Advisors

EST. AUM
$29,872,072,116

CONTACTS
31

CLIENT ACCOUNTS
35,709

Firm Details

Metro area Birmingham
CRD Number 115332
Website waverly-advisors.com
Client types

Overview

Formerly Warren Averett Waverly manages approximately $11.3 billion in assets (as of 04.05.2024) Offering personal wealth management, family office, retirement plan and institutional consulting services, Warren Averett Asset Management is an Independent Registered Investment Advisor (RIA). Warren Averett Asset Management offers clients collaborative investment, tax, estate and financial planning services, through a team holding many of the industry's most prestigious credentials. They are fans of boutique managers and other strategies that can play multiple roles within a portfolio. Waverly Advisors completed their 4th Merger in 2022 with the acquisition of Sandifer Wealth Management. Waverly Advisors acquired Buckingham Advisors on 11/8/2024. Waverly Advisors acquired Dickinson Investment Advisors on 1/14/24.

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Alternative Activity

Address

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

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