Waverly Advisors, LLC
Waverly Advisors, LLC (CRD# 115332) is a financial advisory firm headquartered in Birmingham, AL. They manage $10,058,364,112 in 14,401 accounts and serve the financial needs of clients across 40 states (or territories).
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Total Assets Under Management10,058MILLION
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Total Number of Accounts14,401ACCOUNTS
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Average Account Value$698,449
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI
John Adams (CRD# 5307151) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 15 years of experience in the finance industry.
Stephen Barrett (CRD# 2322637) is an Investment Advisor Representative working at Waverly Advisors, LLC in Lafayette, IN and has over 31 years of experience in the finance industry.
Cheryl Bott (CRD# 5356887) is an Investment Advisor Representative working at Waverly Advisors, LLC in Saint Petersburg, FL and has 1 year of experience in the finance industry.
Morris Brill (CRD# 2418992) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 30 years of experience in the finance industry.
Thomas Brown (CRD# 5781471) is an Investment Advisor Representative working at Waverly Advisors, LLC in Austin, TX and has over 13 years of experience in the finance industry.
Grant Cardwell (CRD# 6495571) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 8 years of experience in the finance industry.
Edward Carlisle (CRD# 5221093) is an Investment Advisor Representative working at Waverly Advisors, LLC in Ridgeland, MS and has over 17 years of experience in the finance industry.
Steven Causey (CRD# 4003351) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 24 years of experience in the finance industry.
Marion Clark (CRD# 1093047) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 40 years of experience in the finance industry.
Nicole Clarke (CRD# 5018005) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 18 years of experience in the finance industry.