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Fund Manager

Waverly Advisors

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WA
Waverly Advisors

Fund Manager

Primary Strategy: Other

Year Founded: 1999

Number of Employees: 290

Ownership: Privately Held

Year End: December

Description

Waverly Advisors offers comprehensive investment management and financial planning services, emphasizing personal relationships, a disciplined approach, and independent advice. Founded in 1999, they navigate complex wealth needs for diverse clients, including high-net-worth individuals and institutions, advising on over $7.4 billion in assets across several U.S. states.

Contact

Website: Link to website

LinkedIn: linkedin.com/company/waverlyadvisors-llc

Address

600 University Park Place, Suite 501, Birmingham, Alabama, United States

Date

As of: September 30, 2025

Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
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By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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