$35.7B
Client Assets (AUA) ✝
63%
Compound Annual
Growth Rate*
440+
Mergers & Acquisitions
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, on December 1, 2024. 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
Expertise in retirement, estate, tax and family office planning
Investment Management
Retirement Plan Services
Locations
Accolades
Barron's
-
Top Advisor Rankings by State: Washington
2026 -
Top 100 RIA Firms
2024, 2023
Citywire
-
50 Growers Across America
2026, 2025, 2024, 2023
Financial Advisor
-
RIA Survey & Ranking
2026, 2025, 2024, 2023, 2022, 2021, 2020, 2019 -
Top 50 Fastest Growing Firms
2026, 2025, 2024, 2023
Forbes
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Best-In-State Wealth Advisors: Alabama
2026, 2025, 2024, 2023, 2022 -
Best-In-State Top Women Wealth Advisors: Alabama
2026, 2024, 2023 -
America's Top RIA Firms
2024, 2023, 2022
InvestmentNews
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Best Places to Work for Financial Advisors
2024 -
Top 25 Fee-Only Firms in the South
2023
USA Today
-
Best Financial Advisory Firms
2024
Business Alabama
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Financial Planning & Investment Advisory Firms
2023, 2021, 2020, 2019
Birmingham Business Journal
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Birmingham's Largest Money Managers
2025 -
Financial Planners
2021, 2020, 2019 -
Birmingham's Best Places to Work
2023, 2020 -
Who's Who in Financial Planning & Wealth Management, Josh Reidinger
2023
Huntsville Business Journal
-
Top 40 Under 40
2023
CNBC
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FA100
2022
RIA Channel
-
Top 50 Wealth Managers By Growth in Assets
2022
Accounting Today
-
Top 150 CPA Financial Planners
2019
News & Press
Get In Touch
Peter Wheatley
Phone
More From Waverly
✝ Smithfield Trust Company was acquired by Waverly Advisors’ parent company and is excluded from total client assets.