What departments does Waverly Advisors, LLC have?

Waverly Advisors, LLC has employees across 8 departments including Finance, Marketing, Customer Success, Operations, Administrative.

What is the largest department at Waverly Advisors, LLC?

The largest department at Waverly Advisors, LLC is Finance with 3 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
337

United States Of America
337

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Waverly Advisors, LLC's Leadership

W. W.
Partner, Wealth Advisor
Mobile Phone
Email
B. S.
Partner
Mobile Phone
Email
C. M.
Partner
Mobile Phone
Email
D. H.
Partner
Mobile Phone
Email
G. G.
Partner, Wealth Advisor, Director Of Financial Planning At Waverly Advisors, Llc
Mobile Phone
Email
M. S.
Partner
Mobile Phone
Email
M. S.
Partner
Mobile Phone
Email
R. H.
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

T. B.
Partner
Mobile Phone
Email
Oct 17, 2024
A. P.
Director Of Internal Audit
Mobile Phone
Email
United KingdomBirmingham
J. D. R.
Digital Marketing Manager
Mobile Phone
Email
Jun 27, 2026
K. S.
Integration Manager
Mobile Phone
Email
Jun 28, 2026
J. H.
Client Relationship Manager
Mobile Phone
Email
Oct 17, 2024
N. C.
Financial Advisor, Manager, Operations And Client Services
Mobile Phone
Email
Jul 27, 2026
R. S.
Marketing Manager
Mobile Phone
Email
Jul 22, 2026
S. W.
Office Manager
Mobile Phone
Email
Oct 23, 2024
K. P.
Senior Client Service Associate
Mobile Phone
Email
Jun 08, 2026
K. C.
Senior Fund Accountant
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Waverly Advisors, LLC known for?

Waverly Advisors, LLC was founded in 1999 operates in the Financial Services industry; 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 322 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

Partner, Wealth Advisor: W. W.
Partner: B. S.
Partner: C. M.
Partner: D. H.
Partner, Wealth Advisor, Director Of Financial Planning At Waverly Advisors, Llc: G. G.

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Waverly Advisors, LLC Employee Directory

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