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WAVERLY ADVISORS, LLC

600 University Park Place
Suite 501
Birmingham, Alabama 35209
Tel: 205-871-3334

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About WAVERLY ADVISORS, LLC

WAVERLY ADVISORS, LLC, formally registered with the SEC as WAVERLY ADVISORS, LLC. The firm was established in 11/30/2001. They have over 36 offices throughout the country.

WAVERLY ADVISORS, LLC is a Birmingham, Alabama based Financial Planning firm with nearly $14,539,829,905 assets under management, offering retirement planning & investment advisory services to 22135 clients. The firm is staffed with 261 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#115332
SEC#801-60741
Assets Managed by Firm$14,539,829,905
No. of Clients22135
No. of Advisors261

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total22135$14,539,829,905
Individuals (other than high net worth individuals)5304$2,266,617,264
High net worth individuals2619$9,921,797,547
Pension and profit sharing plans258$1,440,989,276
Charitable organizations42$428,081,094
Corporations or other businesses82$275,818,216

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HARBERT FUND ADVISORS, INC.
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STONEGATE INVESTMENT GROUP, LLC
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