Waverly Advisors is an independent, fee-only Registered Investment Advisor (RIA) headquartered in Birmingham, Alabama, with over 290 team members across 38 locations in 16 states. Founded in 1999, the firm manages approximately $17.2 billion in assets as of March 28, 2025, offering comprehensive services including personal wealth management, family office solutions, retirement planning, and institutional consulting.

Their multidisciplinary team holds prestigious credentials such as CPA, CFP®, CFA®, CIMA, and AWMA, providing clients with collaborative investment, tax, estate, and financial planning services. Waverly Advisors emphasizes a client-centric approach, aiming to simplify complex financial decisions and help clients achieve their goals through personalized strategies.