Waverly Advisors

Waverly operates as a fee-only Registered Investment Adviser, meaning it is compensated directly by its clients and does not earn commissions from product sales. The firm adheres to a fiduciary standard, which legally obligates it to put client interests first in all advisory decisions.

Waverly Advisors was founded as an independent firm and, in 2021, partnered with Wealth Partners Capital Group and HGGC’s Aspire Holdings. The firm states this partnership allowed it to expand geographically while preserving its existing culture and client-service model.

Waverly’s public materials focus exclusively on high-net-worth individuals and families, offering asset management, tax, estate, and financial planning services. There is no disclosed institutional or pension-fund capital base; the firm’s structure and marketing target private clients and family office services.

The firm bundles financial planning, tax strategy, and estate planning alongside asset management. Its website emphasizes a holistic approach for high-net-worth clients, with a multi-office model that makes local advisors available for in-person consultations.

Waverly characterizes the 2021 transaction as a partnership rather than an acquisition, with Wealth Partners Capital Group and HGGC’s Aspire Holdings providing growth capital and operational support. The firm continues to operate under the Waverly Advisors brand with its existing leadership team, maintaining its fiduciary RIA structure.