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
Jeremy Schares (CRD# 5414388) is an Investment Advisor Representative working at Waverly Advisors, LLC in Oak Brook, IL and has over 16 years of experience in the finance industry.
Marc Steinman (CRD# 1291437) is an Investment Advisor Representative working at Waverly Advisors, LLC in Deerfield, IL and has over 39 years of experience in the finance industry.
William Stone (CRD# 2647149) is an Investment Advisor Representative working at Waverly Advisors, LLC in Ridgeland, MS and has over 28 years of experience in the finance industry.
Hosler Wall (CRD# 2713866) is an Investment Advisor Representative working at Waverly Advisors, LLC in Lakeland, FL and has over 25 years of experience in the finance industry.
James Werner (CRD# 2254147) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 31 years of experience in the finance industry.
Erik Aspelin (CRD# 5828403) is an Investment Advisor Representative working at Waverly Advisors, LLC in Colorado Springs, CO and has over 13 years of experience in the finance industry.
Laura Baker (CRD# 5702194) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has 1 year of experience in the finance industry.
Elizabeth Brasher (CRD# 7196477) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 4 years of experience in the finance industry.
Madeline Brown (CRD# 7232690) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 2 years of experience in the finance industry.
Brett Brownfield (CRD# 7651221) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has 1 year of experience in the finance industry.