A Birmingham, Alabama-based independent wealth management firm with a CPA heritage, a strong Southeast regional presence and commitment to client relationships.

$10.6B

Client Assets (AUA)

54%

Compound Annual
Growth Rate*

150+

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.

2024

Derbend Asset Management

Peachtree City, GA $310M

Press release >

2024

McShane Partners

Charlotte, NC $700M

Press release >

2024

EFP Advisors

Jackson, MS $250M

Press release >

2024

StrategIQ Financial Group

Merrillville, IN
Lafayette, IN
Greater Chicago (3)
$1.5B

Press release >

2023

Prosper Financial Advisers

St. Petersburg, FL $146M

Press release >

2023

Rainsberger Wealth Advisors

Colorado Springs, CO $302M

Press release >

2023

SoundPath Investment Advisors

Jackson, MS $747M

Press release >

2023

Gywnn Management Company

Atlanta, GA $250M

Press release >

2023

Silicon Hills Wealth Management

Austin, TX $255M

Press release >

2023

Omni Wealth Advisors

Atlanta, GA $105M

Press release >

2022

Sandifer Wealth Management

Mobile, AL $200M

Press release >

2022

Wall Advisors

Lakeland, FL $180M

Press release >

2022

BT Wealth Management

Atlanta, GA
Savannah, GA
$1B

Press release >

2022

Clark Financial Advisors

Birmingham, AL $270M

Press release >

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

    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

    2023

USA Today

  • Best Financial Advisory Firms

    2024

CNBC

  • FA100

    2022

Financial Advisor

  • Ria Survey & Ranking

    2022, 2021, 2020, 2019

  • Top 50 Fastest Growing Firms

    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

    2023

News & Press

Waverly Advisors Acquires Derbend Asset Management
Press Release

Get In Touch

Peter Wheatley

Senior Associate

Email

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: