# Waverly Advisors

Waverly Advisors is a Multi Family Office based in Birmingham, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Birmingham, United States
- **Region:** North America
- **Address:** Birmingham, AL, United States
- **Founded:** 1999
- **Assets under management:** $30.6B (Altss estimate)
- **Website:** waverly-advisors.com
- **LinkedIn:** https://www.linkedin.com/company/waverlyadvisors-llc

## Regulatory record

- **CRD number:** 115332
- **SEC file number:** 801-60741
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/115332

## About

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.

## Sectors

- Wealth Management
- Investment Advisory
- Financial Planning
- Family Office
- Trust Services
- Institutional Consulting
- Corporate Retirement Plans

## People

- Justin Russell — President and CEO
- Joshua L. Reidinger — CEO

## 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.

### 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.

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Last updated: 2026-07-08T17:40:42.745Z

Canonical page: https://altss.com/profile/waverly-advisors

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