​Waverly Advisors is a fee-only, independent Registered Investment Advisor (RIA) headquartered in Birmingham, Alabama, with 37 offices across 16 U.S. states. As of March 21, 2025, the firm manages approximately $17.4 billion in assets, offering comprehensive services including personal wealth management, family office solutions, corporate retirement plans, and institutional consulting. Their team of over 290 professionals holds prestigious credentials such as CFP®, CPA, JD, CFA, CIMA, and CRPC, ensuring a high standard of expertise. Waverly Advisors emphasizes a client-first approach, providing collaborative investment, tax, estate, and financial planning services tailored to individual and organizational needs. The firm is committed to community involvement, supporting numerous charitable, civic, and community organizations. Led by CEO Josh Reidinger and President Justin Russell, Waverly Advisors continues to expand its reach and capabilities through strategic acquisitions and a focus on delivering exceptional client service. ​