Displaying 3 results
Waverly snaps up $310M advisory firm in Georgia
The deal gives the growth-focused RIA’s 20th location in the US, and its 14th transaction since receiving a significant equity investment.
RIA Waverly scoops up $700M investment boutique
The fee-only RIA builds on its acquisition streak so far this year with its first foothold in Charlotte, North Carolina.
Waverly Advisors acquires $186 million RIA
Wall Advisors was established in 1986 by H. Lee Wall, founding partner of affiliated CPA firm Wall Titus.