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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 9 offices throughout the country.

WAVERLY ADVISORS, LLC is a Birmingham, Alabama based Financial Planning firm with nearly $5,775,807,497 assets under management, offering retirement planning & investment advisory services to 6702 clients. The firm is staffed with 83 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#115332
SEC#801-60741
Assets Managed by Firm$5,775,807,497
No. of Clients6702
No. of Advisors83

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total6702$5,775,807,497
Individuals (other than high net worth individuals)1454$612,536,296
High net worth individuals1047$3,399,628,532
Pension and profit sharing plans249$1,177,913,671
Charitable organizations29$286,613,090
Corporations or other businesses28$95,443,749

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HARBERT FUND ADVISORS, INC.
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ARLINGTON PARTNERS LLC
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