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Our Partners
Waverly Advisors Acquires McShane Partners

Waverly Advisors Acquires McShane Partners

by Katie Copeland | Apr 9, 2024 | Waverly

Waverly Advisors Acquires McShane Partners

Waverly M&A Marks $10 Billion AUM Milestone

by Katie Copeland | Mar 5, 2024 | Waverly

Waverly Advisors Acquires McShane Partners

Waverly Advisors Acquires StrategIQ Financial Group

by Katie Copeland | Jan 3, 2024 | Waverly

Waverly Advisors Acquires McShane Partners

Waverly Advisors Acquires Prosper Financial Advisers

by Katie Copeland | Nov 14, 2023 | Waverly

Waverly Advisors Acquires McShane Partners

Waverly Advisors Acquires Rainsberger Wealth Advisors

by Katie Copeland | Oct 24, 2023 | Waverly

Waverly Advisors Acquires McShane Partners

Waverly Advisors Acquires SoundPath Investment Advisors

by SHER | Oct 3, 2023 | Waverly

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