Growth through acquisitions Waverly Advisors has recently expanded via multiple acquisitions, including Smithfield Trust Company and Tomparfittcpa, plus WealthPlans and Cooley & Associates, signaling a strategic push to broaden trust, tax, and integrated wealth services. This creates cross-sell opportunities across trust administration, accounting, and comprehensive wealth management solutions for existing and newly acquired clients.

Expanded regional footprint The firm is growing its regional presence in the Mid-Atlantic and beyond through co-regional directors and a larger advisor team, presenting a chance to engage regional decision makers with customized, canvas-wide service offerings and scalable wealth strategies tailored to local market needs.

High-net-worth focus With assets under management surpassing $17 billion and a client base that includes high-net-worth individuals, families, and institutions, there is strong potential to propose advanced planning, fiduciary services, and ERISA 3(38) fiduciary offerings to deepen wallet share among affluent clients and retirement plans.

Fiduciary leadership As a federally registered fee-only fiduciary, Waverly emphasizes care and loyalty. This positions the firm well for consultants or specialists offering independent, conflict-free investment oversight, trust services, and fiduciary governance solutions to institutions seeking robust oversight and compliant governance.

Tech-enabled advisory The tech stack includes platforms like Runway, HubSpot, Google Analytics, and Bootstrap, indicating a modern, digital-first client experience. This suggests sales opportunities around scalable digital onboarding, client portals, data-driven advisory tools, and marketing automation services to enhance client acquisition and retention for growth initiatives.