What departments does Waverly Advisors, LLC have?

Waverly Advisors, LLC has employees across 6 departments including Finance, Research, Analytics, Human Resources, Marketing.

What is the largest department at Waverly Advisors, LLC?

The largest department at Waverly Advisors, LLC is Finance with 4 employees.

Where are Waverly Advisors, LLC employees located globally?

Waverly Advisors, LLC has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Waverly Advisors, LLC's team size changed over time?

Waverly Advisors, LLC's team has grown from approximately 212 to 269 employees based on available data.

Waverly Advisors, LLC Employee Directory

Financial ServicesAlabama, United States201-500 Employees

Waverly Advisors, LLC operates in the financial services sector as a fee-only, federally registered investment adviser focused on wealth management and financial planning. It serves high-net-worth individuals and families, corporate retirement plans, trusts, endowments, and institutions, delivering independent guidance through a team-based approach that emphasizes personal relationships and disciplined investment practices. The firm adheres to fiduciary duties, acting as an ERISA 3(38) fiduciary for retirement plans, and it manages assets on behalf of clients totaling more than $17.3 billion. Its approach centers on tailoring strategies to each client’s goals and circumstances, evolving with their needs over time. 

Based in Birmingham, Alabama, Waverly operates with offices across the United States. The firm expanded its Mid-Atlantic presence in 2026 through acquisitions and hires, including WealthPlans and Cooley & Associates, and the addition of Smithfield Trust Company, extending its wealth management and trust capabilities.

Waverly Advisors, LLC Global Highlights

North America
323

United States Of America
323

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Waverly Advisors, LLC's Leadership

C. M.
Partner, Chief Investment Officer
Mobile Phone
Email
W. W.
Partner, Wealth Advisor
Mobile Phone
Email
N. S.
Partner, Wealth Advisor
Mobile Phone
Email
D. B.
Partner, Regional Director, Wealth Advisor
Mobile Phone
Email
S. C.
Partner, Regional Director
Mobile Phone
Email
S. C.
Partner | Wealth Advisor | Director Of Financial Planning
Mobile Phone
Email
B. M. C.
Partner, Wealth Advisor
Mobile Phone
Email
C. M.
Partner
Mobile Phone
Email

Waverly Advisors, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Accounting
Business
Human Resources
Other
Community & Social Services
Entrepreneurship

Contact profiles from Waverly Advisors, LLC

Name

Title

Contact Info

Location

Last Update

C. M.
Partner, Chief Investment Officer
Mobile Phone
Email
United StatesGeorgia
May 21, 2026
W. W.
Partner, Wealth Advisor
Mobile Phone
Email
Mar 31, 2026
N. S.
Partner, Wealth Advisor
Mobile Phone
Email
United StatesOregon
May 21, 2026
D. B.
Partner, Regional Director, Wealth Advisor
Mobile Phone
Email
United StatesGeorgia
Apr 15, 2026
S. C.
Partner, Regional Director
Mobile Phone
Email
United StatesGeorgia
Mar 26, 2024
S. C.
Partner | Wealth Advisor | Director Of Financial Planning
Mobile Phone
Email
United StatesNorth Carolina
Oct 24, 2025
B. M. C.
Partner, Wealth Advisor
Mobile Phone
Email
United StatesGeorgia
Mar 25, 2026
C. M.
Partner
Mobile Phone
Email
United StatesFlorida
Apr 16, 2026
D. P.
Partner - Wealth Advisor
Mobile Phone
Email
United StatesNebraska
Feb 06, 2026
E. C.
Partner, Wealth Advisor
Mobile Phone
Email
United StatesMississippi
Mar 25, 2026

Frequently Asked Questions

What is Waverly Advisors, LLC known for?

Waverly Advisors, LLC was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 600 University Park Place Suite 501 Birmingham, Alabama 35209 United States; you can contact the main corporate office by phone at

+1-800-759-****

. Explore Waverly Advisors, LLC's company overview page for more information.

What is Waverly Advisors, LLC's most common email format?

Waverly Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Waverly Advisors, LLC email formats with LeadIQ.

How many employees does Waverly Advisors, LLC have currently?

Waverly Advisors, LLC has approximately 306 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Waverly Advisors, LLC's key employees and leadership?

As of May 2026, Waverly Advisors, LLC's key employees include:

Partner, Chief Investment Officer: C. M.
Partner, Wealth Advisor: W. W.
Partner, Wealth Advisor: N. S.
Partner, Regional Director, Wealth Advisor: D. B.
Partner, Regional Director: S. C.

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Waverly Advisors, LLC Employee Directory

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