600 University Park Place
Suite 501
Birmingham, Alabama 35209
Tel: 205-871-3334
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 115332 |
SEC# | 801-60741 |
Assets Managed by Firm | $14,539,829,905 |
No. of Clients | 22135 |
No. of Advisors | 261 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 22135 | $14,539,829,905 |
Individuals (other than high net worth individuals) | 5304 | $2,266,617,264 |
High net worth individuals | 2619 | $9,921,797,547 |
Pension and profit sharing plans | 258 | $1,440,989,276 |
Charitable organizations | 42 | $428,081,094 |
Corporations or other businesses | 82 | $275,818,216 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$23,574,716,836 | 61 | 19 | |
$16,990,335,269 | 2 | 29 | |
$8,110,107,935 | 50 | 167 | |
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223 | $7,878,130,018 | 367 | 42 |
$5,670,936,072 | 2768 | 14 |
Explore More Retirement Advisors in Birmingham, Alabama