Waverly Advisors’ Affiliate Acquires Smithfield Trust Company

by Emily Mcgrath | Jun 17, 2026 | Waverly

Waverly Advisors Acquires WealthPlans and Cooley & Associates

by Emily Mcgrath | Jun 2, 2026 | Waverly

Waverly Advisors Acquires TruWealth Advisors

by Katie Copeland | Apr 29, 2026 | Waverly

Waverly Advisors Acquires McBride Financial Advisors

by Katie Copeland | Mar 17, 2026 | Waverly

Waverly Advisors Acquires Pure Portfolios

by Katie Copeland | Feb 3, 2026 | Waverly

Waverly Advisors Acquires Forefront Wealth Management

by Katie Copeland | Dec 9, 2025 | Waverly