Waverly Advisors, LLC

Overview

Waverly Advisors, LLC is an independent registered investment adviser and capital allocator that has been SEC-registered since 2001. The firm serves both individual and family clients as well as institutional mandates, offering a range of advisory services that include financial planning, portfolio management for individuals, pooled investment vehicles and institutions, pension consulting, and manager selection. Waverly also identifies itself as an accountant by business activity and reports being an active ESG investor, indicating environmental, social and governance factors are integrated into at least some of its investment processes. The firm uses a multi-fee approach with fees charged as a percentage of assets under management, hourly and fixed fees, and performance-based arrangements. Waverly positions itself to act as a capital allocator—deploying client capital to in-house strategies and to third‑party managers across public and private markets. Waverly has received repeated industry recognition, including appearances on Forbes’ lists in 2022–2024, Barron’s Top 100 RIA lists in 2023–2025, CNBC’s Top 100 Financial Advisory Firms in 2022, and Citywire’s "50 Growers Across America" lists in multiple years, with an additional mention on AdvisorHub’s "50 RIA Firms to Watch" in 2026.

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Public Holdings

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Location & Offices