A Birmingham, Alabama-based independent wealth management firm with a CPA heritage, a strong Southeast regional presence and commitment to client relationships.
$13.3B
Client Assets (AUA)
55%
Compound Annual
Growth Rate*
180+
Professionals & Staff
Mergers & Acquisitions
Waverly is uniquely positioned as the destination of choice for successful advisors who seek to join a leading wealth management firm who want to better serve clients and grow their business.
Leadership
Leadership
“Our mission is to serve: serve our clients, each other and our communities. Service forms the foundation for our exponential growth; it drives us to be better every day. It underscores our complete commitment to be a fee-only fiduciary, always acting in the best interests of our clients.”
– Justin Russell, President & CEO
It is with incredible sadness that we mourn the passing of Josh Reidinger, CEO of Waverly. Josh left a powerful legacy of community, collaboration and “leadership through service” that is the essence of Waverly today and represents the very best of wealth management.
Core Client Offerings
Planning
Experts in retirement, estate, tax and family office planning
Investment Management
Best-in-class traditional and alternative investment offerings
Retirement Plan Services
Highly skilled in investments, recordkeeping and administration
Locations
Accolades
Forbes
-
America's Top RIA Firms
2024, 2023, 2022 -
Best-In-State Wealth Advisors: Alabama
2024, 2023, 2022 -
Best-In-State Top Women Wealth Advisors: Alabama
2024, 2023
Barron's
-
Top 100 RIA Firms
2024, 2023
USA Today
-
Best Financial Advisory Firms
2024
CNBC
-
FA100
2022
Financial Advisor
-
RIA Survey & Ranking
2024, 2023, 2022, 2021, 2020, 2019 -
Top 50 Fastest Growing Firms
2024, 2023
Birmingham Business Journal
-
Financial Planners
2021, 2020, 2019 -
Birmingham's Best Places to Work
2023, 2020 -
Who's Who in Financial Planning & Wealth Management, Josh Reidinger
2023
Business Alabama
-
Financial Planning & Investment Advisory Firms
2023, 2021, 2020, 2019
Accounting Today
-
Top 150 CPA Financial Planners
2019
InvestmentNews
-
Best Places to Work for Financial Advisors
2024 -
Top 25 Fee-Only Firms in the South
2023
RIA Channel
-
Top 50 Wealth Managers By Growth in Assets
2022
Huntsville Business Journal
-
Top 40 Under 40
2023
Citywire
-
50 Growers Across America
2024, 2023
News & Press
January 14, 2025
Get In Touch
Peter Wheatley
Senior Associate
peter.wheatley@wealthpcg.com
Phone
561-838-7239
More From Waverly
Serving clients and colleagues with integrity and grace is at the core of what drives Waverly. For more information: