Waverly Advisors Overview

General Information

Waverly Advisors is a multi-family office headquartered in Birmingham, United States. Founded in 1999 as a division of accounting firm Warren Averett before becoming an independent registered investment adviser, the firm builds its capital base through fee-only wealth management, investment advisory and planning services delivered to high-net-worth families and institutions across the country, expanding nationally via acquisitions while stewarding more than $10 billion in client assets.