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About Waverly Advisors
Waverly Advisors is a distinguished fee-only financial planning and investment advisory firm, renowned for its commitment to holistic financial well-being. As an independent Registered Investment Advisor (RIA), they offer a comprehensive suite of services, including personal wealth management, family office solutions, retirement planning, and institutional consulting.
With a seasoned team of 90+ experts holding prestigious industry credentials such as CFP®, CPA, JD, CFA, CIMA, and CRPC, Waverly Advisors delivers collaborative expertise in investment, tax, estate, and financial planning.
Their presence extends across multiple states, with offices strategically located in Alabama, Florida, Georgia, and Texas. Waverly Advisors strives to help clients thrive by aligning their financial strategies with deeply ingrained values.
Beyond their financial prowess, Waverly Advisors demonstrates a strong commitment to social responsibility, actively engaging with charitable, civic, and community organizations. Their dedication to both financial success and community impact sets them apart as a trusted partner in the world of financial advisory.
Pricing options
Regulatory filings
Areas of specialty
- Private Client Services
- Family Office
- Institutional Consulting
- Corporate Retirement Plans
- Tax Planning
- Estate Planning
- Risk Management
- Investment Management
More about Waverly Advisors
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 115332 | 45 |
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