Waverly Advisors, LLC
Birmingham, AL·SEC-registered · CRD #115332
Waverly Advisors, LLC is an SEC-registered investment advisory firm in Birmingham, AL managing $30B across 37k client accounts, with 197 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$30B
Client accounts
37k
Advisory staff
197
Fee model
Fee-based
How Waverly Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Waverly Advisors, LLC
How much does Waverly Advisors, LLC manage?
Per its most recent SEC Form ADV filing (06/03/2026), Waverly Advisors, LLC reports $30B in regulatory assets under management across roughly 37k client accounts.
How does Waverly Advisors, LLC charge?
Waverly Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Waverly Advisors, LLC a fiduciary?
Yes. Waverly Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #115332), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Waverly Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Waverly Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Birmingham, AL
Profile compiled from Waverly Advisors, LLC's public SEC Form ADV filing (CRD #115332, filed 06/03/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Waverly Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Waverly Advisors, LLC? Claim this profile.