A Birmingham, Alabama-based independent wealth management firm with a CPA heritage, a strong Southeast regional presence and commitment to client relationships.
$12B
Client Assets (AUA)
55%
Compound Annual
Growth Rate*
170+
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.”
– Josh Reidinger, CEO and Justin Russell, President
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
October 1, 2024
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: