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 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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 115332 |
SEC# | 801-60741 |
Assets Managed by Firm | $5,775,807,497 |
No. of Clients | 6702 |
No. of Advisors | 83 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 6702 | $5,775,807,497 |
Individuals (other than high net worth individuals) | 1454 | $612,536,296 |
High net worth individuals | 1047 | $3,399,628,532 |
Pension and profit sharing plans | 249 | $1,177,913,671 |
Charitable organizations | 29 | $286,613,090 |
Corporations or other businesses | 28 | $95,443,749 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$25,621,167,078 | 70 | 20 | |
$15,576,353,344 | 2 | 29 | |
$8,104,824,585 | 57 | 165 | |
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223 | $8,102,484,548 | 476 | 55 |
$6,097,070,330 | 978 | 39 |
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