Waverly Advisors LLC
Overview
Waverly Advisors LLC is a fee-only registered investment adviser based in Pensacola, Florida, offering comprehensive wealth management services to high-net-worth individuals and institutions across the United States. Founded in 1999, the firm has grown to manage approximately $30.6 billion in assets as of January 30, 2026, with a team of over 400 professionals holding various industry credentials. The firm's investment approach is collaborative, integrating investment management, tax, estate, and financial planning services to create tailored strategies that align with clients' financial objectives. Waverly Advisors has expanded its national presence through strategic acquisitions, including partnerships with firms such as Buckingham Advisors in Ohio and Fiduciary Wealth Advisors in Florida. Waverly Advisors emphasizes a client-first philosophy, operating under a fiduciary standard to ensure that clients' best interests are at the forefront of every decision. The firm's growth and success are attributed to its commitment to integrity, empathy, and fostering strong relationships built on trust and respect, treating each client and team member like family.
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Frequently asked questions about Waverly Advisors LLC
What sectors does Waverly Advisors LLC invest in?
Waverly Advisors LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Florida, United States. Waverly Advisors LLC is listed as a family office in the ConnectSafely investor database.
What stage does Waverly Advisors LLC invest at?
Waverly Advisors LLC backs companies at Seed, Early Stage, Growth, Late Stage, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Waverly Advisors LLC invest in?
Waverly Advisors LLC invests across United States.
Last updated · Source: ConnectSafely investor database