Waverly Advisors, LLC

Registered investment advisor · Birmingham, Alabama · CRD #115332

Assets Under Management

$29.8B

Client Accounts

35,709

Employees

414

CRD Number

115332

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Waverly Advisors, LLC

Waverly Advisors, LLC is an SEC-registered, fee-only fiduciary investment advisory firm based in Birmingham, Alabama. Established in 1999 and rebranded in 2022, the firm specializes in comprehensive wealth management services and manages over $5.51 billion in assets. With a team of 45 investment professionals across 8 locations, Waverly emphasizes long-term partnerships built on trust and community collaboration. The firm offers a variety of integrated financial solutions, including portfolio m

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Yes

Contacts, 13F holdings & brochure intel for Waverly Advisors, LLC

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Frequently Asked Questions

What is Waverly Advisors, LLC's AUM?

Waverly Advisors, LLC reports approximately $29.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Waverly Advisors, LLC headquartered?

Waverly Advisors, LLC is headquartered in Birmingham, Alabama.

What is Waverly Advisors, LLC's CRD number?

Waverly Advisors, LLC's CRD number is 115332. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.