About Waverly Advisors
Waverly Advisors is a Financial Services company based in Birmingham (United States) founded in 1999. Asset and wealth management services are provided with retirement planning. Waverly Advisors has completed 16 acquisitions, including Buckingham, CenterPoint Wealth Management and Derbend. Its website waverly-advisors.com draws about 10 thousand monthly visits. Waverly Advisors offers products and services including Private Client Services, Waverly Business Services, Family Office Services, Institutional Consulting, and Corporate Retirement Plans. Its focus areas include Asset Management and Diversified. Its legal entity is Waverly Advisors, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Waverly Advisors was founded in 1999 and is headquartered in Birmingham, United States. Operations are centered in the financial services sector, where asset management and wealth management solutions are delivered to clients. Retirement planning services are also offered, supporting long-term financial strategies. The firm maintains a domain at waverly-advisors.com for its online presence, focusing on comprehensive advisory in these areas without additional sectors noted.
- Headquarters Birmingham, United States
- SectorsFinancial Services
- Phone•••• ••••
- Website waverly-advisors.com
- Social LinkedIn
- Legal Name Waverly Advisors, Llc
- Latest Funding Round$30.05M (USD), Unspecified
Jun 2023
- Investors
- Investments & AcquisitionsBuckingham
& 15 more
Products & Services of Waverly Advisors
Waverly Advisors offers a comprehensive portfolio of products and services, including Private Client Services, Waverly Business Services, Family Office Services, Institutional Consulting, and Corporate Retirement Plans.
Provides personalized financial planning and investment advice for individuals.
Offers accounting, tax, and asset management for corporate needs.
Manages investment portfolios and estate planning for high-net-worth families.
Delivers retirement plan advice and institutional financial strategies.
Provides comprehensive 401(k) and retirement plan management services.
Funding Insights of Waverly Advisors
- Total Rounds 2
- Last Round Unspecified — $30.05M
- Investors Count 1
All 2 funding rounds of Waverly Advisors with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2023 | $30.05M | Unspecified | – | – | – |
| Nov 2021 | Unspecified | – | – |
1 investors in total: 1 institutional.
Investors in Waverly Advisors
Waverly Advisors has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Wealth Partners Capital Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
| wealthpcg.com |
Investor details for Waverly Advisors
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Waverly Advisors
Waverly Advisors has strategically engaged in corporate development activities, having acquired 16 companies. Notable acquisitions include Buckingham, CenterPoint Wealth Management and Derbend.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Offers trust, fiduciary, investment management, and estate administration services. | smithfieldtrustco.com | Pittsburgh, United States | 1996 | Jun 2026 | •••• | |
Provides financial planning, investment management, and estate planning for clients. | twadvisor.com | Metairie, United States | 2020 | Apr 2026 | •••• | |
Provides personalized, low-fee investing and financial planning for households nationwide. | pureportfolios.com | 0 | Feb 2026 | •••• | ||
Investment and portfolio management services are provided by NBW Capital. | nbwcapital.com | 0 | Apr 2025 | •••• | ||
Wealth management firm | ggmwealthadvisors.com | Baltimore, United States | 2008 | Mar 2025 | •••• | |
Diversified investment management services are provided to clients. | dickinsoninvestments.com | 2007 | Jan 2025 | •••• | ||
Provider of financial planning and wealth management services | planningcapital.com | Paoli, United States | 2001 | Dec 2024 | •••• | |
Investment management and financial planning services are provided to clients. | mybuckingham.com | 0 | Nov 2024 | •••• | ||
Diversified asset management services are provided in the United States. | centerpointwm.com | United States | 0 | Oct 2024 | •••• | |
Multilingual radio broadcasting and podcast platform services are provided. | rcawealth.com | Jacksonville, United States | 1998 | Jul 2024 | •••• |
Complete acquisition details for Waverly Advisors
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Waverly Advisors
13 dated milestones of Waverly Advisors across 27 years, from founding to its latest funding, stage changes and deals.
- Founded Waverly Advisors is founded.
- Funding First funding round.
- Funding Latest funding round, Unspecified, of $30.1M.
- Acquisition Acquires River Capital Advisors.
- Acquisition Acquires CenterPoint Wealth Management.
- Acquisition Acquires Buckingham.
- Acquisition Acquires Planning Capital.
- Acquisition Acquires Dickinson Investment Advisors.
- Acquisition Acquires GGM Wealth Advisors.
- Acquisition Acquires NBW Capital.
- Acquisition Acquires Pure Portfolios.
- Acquisition Acquires TruWealth Advisors.
- Acquisition Acquires Smithfield Trust.
Competitors of Waverly Advisors
Waverly Advisors has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Waverly Advisors
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- Full competitor set
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Web traffic of Waverly Advisors
The website of Waverly Advisors (waverly-advisors.com) receives about 10.5K visits a month.
- Monthly visits10.5K
▲ 14.4% vs previous month
Websites whose visitors overlap most with Waverly Advisors. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| altairadvisers.com | 100% | #2,716,858 | View details | ||
retirementplanning.net | retirementplanning.net | 99% | #891,171 | – | |
genesisfg.com | genesisfg.com | 95% | – | ||
| vlpfa.com | 93% | #3,210,619 | View details | ||
| integrated-partners.com | 92% | #4,409,271 | View details | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 25 similar websites and full traffic analytics for Waverly Advisors
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 25 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Waverly Advisors (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Waverly Advisors
Complete news archive for Waverly Advisors
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Frequently Asked Questions about Waverly Advisors
Waverly Advisors was founded in 1999 and raised its 1st funding round 22 years after it was founded.
Waverly Advisors is headquartered in Birmingham, United States. It is registered at Birmingham, Alabama, United States.
Waverly Advisors was founded in 1999 and is headquartered in Birmingham, United States. Operations are centered in the financial services sector, where asset management and wealth management solutions are delivered to clients. Retirement planning services are also offered, supporting long-term financial strategies. The firm maintains a domain at waverly-advisors.com for its online presence, focusing on comprehensive advisory in these areas without additional sectors noted.
Waverly Advisors's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Waverly Advisors offers Private Client Services, Waverly Business Services, Family Office Services, Institutional Consulting, and Corporate Retirement Plans.
Waverly Advisors has made 16 acquisitions, including Buckingham, CenterPoint Wealth Management, and Derbend.
Waverly Advisors has 1 investor. Key investors include Wealth Partners Capital Group.
Waverly Advisors operates through Waverly Advisors, Llc.