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Waverly Advisors
Waverly Advisors operates as a multi-family office from its headquarters in Birmingham, United States. It began in 1999 as a division of accounting firm Warren...
Waverly Advisors
Waverly Advisors operates as a multi-family office from its headquarters in Birmingham, United States. It began in 1999 as a division of accounting firm Warren Averett and later became an independent registered investment adviser. The firm provides fee-only wealth management, investment advisory and planning services to high-net-worth families and institutions nationwide, expands through acquisitions and stewards more than $10 billion in client assets.
General information
Firm type
Multi Family Office
Year founded
1999
Location
Region
North America
Country
United States
City
Birmingham
Corporate office
Birmingham, AL, United States
Principals
Justin Russell
President and CEO
Joshua L. Reidinger
CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Waverly Advisors?
Justin Russell serves as President and CEO. Joshua L. Reidinger is listed as CEO. Both are identified as founders in the firm's records.
How does Waverly Advisors source proprietary deal flow?
The firm sources through its national acquisition strategy and longstanding relationships with accounting firm Warren Averett. It also participates in club-style co-investments alongside other allocators.
Is Waverly Advisors structured as a single family office or does it operate more like a venture firm?
Waverly operates as a multi-family office serving multiple high-net-worth families and institutions. It runs internal funds and makes direct co-investments rather than functioning primarily as a venture manager.
Does Waverly Advisors participate in fund commitments or only direct deals?
The firm uses both approaches. It commits to external funds and hedge funds while also deploying through direct co-investments, SPVs, and its own Waverly-branded vehicles.
Where does the underlying wealth come from?
Waverly generates assets under management from fee-only wealth management and investment advisory relationships rather than from the fortune of a single founding family.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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