Waverly Advisors, LLC
Waverly Advisors, LLC (CRD# 115332) is a financial advisory firm headquartered in Birmingham, AL. They manage $11,379,745,311 in 15,983 accounts and serve the financial needs of clients across 41 states (or territories).
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Total Assets Under Management11,380MILLION
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Total Number of Accounts15,983ACCOUNTS
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Average Account Value$711,991
- 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, IA, 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
Ellis Rainsberger (CRD# 1073580) is an Investment Advisor Representative working at Waverly Advisors, LLC in Colorado Springs, CO and has over 41 years of experience in the finance industry.
Bradley Rathe (CRD# 2314682) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 9 years of experience in the finance industry.
Christopher Register (CRD# 4909457) is an Investment Advisor Representative working at Waverly Advisors, LLC in Ridgeland, MS and has over 18 years of experience in the finance industry.
Joshua Reidinger (CRD# 4228311) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 23 years of experience in the finance industry.
Julius Ridgway (CRD# 4283097) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 24 years of experience in the finance industry.
Anneliese Roemer (CRD# 6054738) is an Investment Advisor Representative working at Waverly Advisors, LLC in Montgomery, AL and has over 12 years of experience in the finance industry.
Justin Russell (CRD# 4720377) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 20 years of experience in the finance industry.
Jennifer Ryan (CRD# 7011440) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 5 years of experience in the finance industry.
Marc Salyers (CRD# 6560150) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 8 years of experience in the finance industry.
James Sandifer (CRD# 1031904) is an Investment Advisor Representative working at Waverly Advisors, LLC in Mobile, AL and has over 36 years of experience in the finance industry.