Waverly Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Birmingham, AL. Its latest Form ADV filing, dated March 31, 2026, reports $29.8B in regulatory assets under management, 414 employees, 48 offices, and 35,709 accounts.
Assets Under Management
$29.8B
Employees
414
Offices
48 offices
Total Clients
13,689
Primary office
BIRMINGHAM, AL
600 UNIVERSITY PARK PLACE, SUITE 501, BIRMINGHAM, AL, United States
Top client segmentIndividuals represent 63.0% of total clients.
Top client categories% of clientsClients
1
Individuals
63.0%
8,621
2
HNWI
31.4%
4,302
3
Pension Plans
3.3%
453
4
Corporations
1.5%
200
5
Charitable
0.6%
81
Additional categories (<0.1%)
Banks<5 clients
Investment Cos.<5 clients
Government<5 clients
Insurance Cos.<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$29.8Bas of March 31, 2026
Discretionary84.4%
$25.1B
84% of total RAUM84.4%
Non-discretionary15.6%
$4.7B
16% of total RAUM15.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$29.8B
Total Accounts35,709
10Y AUM Change+$27.9B (+1490.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees414
Clients per Employee33:1
10Y Employee Change+373 (+909.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.