WA
WAVERLY ADVISORS, LLC
SEC RegisteredStrong Relationships Built on Trust
BIRMINGHAM, ALhttps://waverly-advisors.com205-871-3334
Assets Under Management
$25B+
Year Founded
1999
Employees
414
Office Locations
26 offices
Total Accounts
35709
About the firm
Founded in 1999 in Birmingham, Alabama, Waverly Advisors began with a mission to provide objective, client-first financial guidance grounded in trust. As a fee-only Registered Investment Adviser, the firm operates under a fiduciary standard and has grown to manage $35.5 billion in AUM across 51 office locations in 20 states nationwide. In 2022, the firm adopted the name Waverly Advisors, LLC, reflecting its commitment to long-term partnerships.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsState/Municipal
Areas of expertise
Investment ManagementFinancial PlanningEstate PlanningTax StrategiesTrust ServicesRetirement PlanningFamily OfficeInstitutional ConsultingFee-onlyFiduciaryWealth Management+1 more
Services
Private Client Services blending investment management, tax, estate, retirement, education, risk management and financial planning; Waverly Business Services including accounting, tax, individual planning, asset management and business optimization; Waverly Women offering financial planning and investment management; Family Office managing investment portfolios, estate planning, real estate and staff; Trust Services with customized trust solutions; Institutional Consulting for academic institutions, religious foundations and community grant makers; and Corporate Retirement services.
Private funds / alternatives
HedgePrivate EquityReal Estate
Who they serve
Private clients, women, high-performing families, academic institutions, religious foundations, community grant makers, and corporate retirement plan participants.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 8,621 | $3.8B |
| High Net Worth Individuals | 4,302 | $17.4B |
| Investment Companies | 2 | — |
| Pension/Profit Sharing Plans | 27 | $1.8B |
| Charitable Organizations | 453 | $4.9B |
| State/Municipal Entities | 81 | — |
| Sovereign Wealth Funds | 1 | — |
69 total clients reported on Form ADV.
Leadership
Justin Thomas Russell
PRESIDENT/CHIEF EXECUTIVE OFFICER
Llc Waam Parent
MANAGING MEMBER
Llc Waam Topco
MANAGING MEMBER
Llc Project Charlie Acquisition
OWNER
Llc Aspire Holdings
OWNER
L.p. Hggc Fund Iv-A
OWNER
James Robert Lazenby
CHIEF FINANCIAL OFFICER
John William Copeland
BOARD OF MANAGERS
John William Copeland
BOARD OF MANAGERS
Neil Harley White
BOARD OF MANAGERS
Neil Harley White
BOARD OF MANAGERS
Neil Harley White
BOARD OF MANAGERS
Matthew David Roesch
BOARD OF MANAGERS
Matthew David Roesch
BOARD OF MANAGERS
Jon Steven Young
BOARD OF MANAGERS
Richard Franklin Lawson
BOARD OF MANAGERS
Justin Thomas Russell
BOARD OF MANAGERS
Sean Paul Bresnan
BOARD OF MANAGERS
Richard Paschall Gill
BOARD OF MANAGERS
John Brown Cox
CHIEF INVESTMENT OFFICER OF PUBLIC MARKETS
Justin Howell Snell
CHIEF OPERATING OFFICER
William Clay Mcdaniel
CHIEF INVESTMENT OFFICER OF PRIVATE MARKETS
Heath Ryan Echols
CHIEF TECHNOLOGY OFFICER
Brent Joseph Gunn
CHIEF INFORMATION OFFICER
Markus Ramon Franz Sleuwen
CHIEF COMPLIANCE OFFICER
Office locations
26 offices in 11 states
AL
BIRMINGHAMHQ
FL
PENSACOLA
AL
HUNTSVILLE
GA
ATLANTA
OH
WESTERVILLE
AL
MOBILE
FL
LAKELAND
TX
AUSTIN
MS
RIDGELAND
CO
COLORADO SPRINGS
FL
ST. PETERSBURG
IL
CHICAGO
AL
MONTGOMERY
CO
CANON CITY
IL
DEERFIELD
OH
HAMILTON
IL
OAK BROOK
IN
LAFAYETTE
OH
DAYTON
IN
MERILLVILLE
NC
CHARLOTTE
FL
JACKSONVILLE
IN
ZIONSVILLE
GA
PEACHTREE CITY
OH
BLUE ASH
PA
PAOLI
Advisors at this firm
Showing 100 of 221
Charles Thomas Adair
Investment Adviser Representative
John Randolph Adams
Investment Adviser Representative
Mark John Aloisio
Investment Adviser Representative
Erik James Aspelin
Investment Adviser Representative
James Edward Ayres
Investment Adviser Representative
Laura Turner Baker
Investment Adviser Representative
Ryan Mackenzie Baldwin
Investment Adviser Representative
Michael James Barranco
Investment Adviser Representative
Stephen Joseph Barrett
Investment Adviser Representative
Emmett Barry Beard Jr
Investment Adviser Representative
Joseph Peyton Belew
Investment Adviser Representative
Richard William Bell Jr
Investment Adviser Representative
Christopher Malcolm Blakely
Investment Adviser Representative
Peter Charles Bohrofen
Investment Adviser Representative
Daniel Burton Brady
Investment Adviser Representative
Brett Michael Brownfield
Investment Adviser Representative
Brian Joseph Brunner
Investment Adviser Representative
Jacob Michael Barton
Investment Adviser Representative
Mark Dwayne Bauer Jr.
Investment Adviser Representative
Mitchell Thomas Bodenmiller
Investment Adviser Representative
Cheryl Benton Bott
Investment Adviser Representative
Wesley Christian Bouler
Investment Adviser Representative
Lisa Evelyn Bracken
Investment Adviser Representative
Elizabeth Lyerly Brasher
Investment Adviser Representative
Morris Lee Brill
Investment Adviser Representative
Christopher Cruz Brooks
Investment Adviser Representative
James Alan Brown
Investment Adviser Representative
Madeline McLean Brown
Investment Adviser Representative
Thomas William Brown
Investment Adviser Representative
Jay Allen Buckingham
Investment Adviser Representative
Sydney B Burchett
Investment Adviser Representative
Grant Weston Cardwell
Investment Adviser Representative
Edward L. Carlisle Mr.
Investment Adviser Representative
Sandra Bradley Carlson
Investment Adviser Representative
Kevin James Carroll
Investment Adviser Representative
Steven Clay Causey
Investment Adviser Representative
Joseph Michael Cheff
Investment Adviser Representative
Nicole Marie Clarke
Investment Adviser Representative
Dalton Clary
Investment Adviser Representative
Kelly Scott Clary
Investment Adviser Representative
Thomas James Claud III
Investment Adviser Representative
Gregory James Conway
Investment Adviser Representative
Raymond Brent Cooley
Investment Adviser Representative
John Brown Cox Jr.
Investment Adviser Representative
Scott Edward Craig
Investment Adviser Representative
Marla Rae Chambers
Investment Adviser Representative
Victoria Elizabeth Mae Chatman
Investment Adviser Representative
Brian Mathew Chustz
Investment Adviser Representative
Charles Code
Investment Adviser Representative
Robert Scott Collins
Investment Adviser Representative
David Chadwick Conoly
Investment Adviser Representative
Diana Contorno
Investment Adviser Representative
Anthony Ralph Cottone
Investment Adviser Representative
Emily M Cozad
Investment Adviser Representative
Evan Barnett Crouse
Investment Adviser Representative
Ronny Eugene Dickinson
Investment Adviser Representative
Daniele Marie Donahoe
Investment Adviser Representative
Clifford Weldon Draughn
Investment Adviser Representative
Lori Marie Delatorre
Investment Adviser Representative
Long Xie Delille
Investment Adviser Representative
Christina Lynn Derham
Investment Adviser Representative
Harrison Flint Deshazo
Investment Adviser Representative
Thomas Allen Dicesare
Investment Adviser Representative
Alexander Dolle
Investment Adviser Representative
Carson Lee Eddy
Investment Adviser Representative
Nathan Ellyson
Investment Adviser Representative
David Arden Emery
Investment Adviser Representative
Michele Maria Fasanello
Investment Adviser Representative
Cory Marion Faucheux
Investment Adviser Representative
David Bradley Fields
Investment Adviser Representative
Thomas Edward Finley
Investment Adviser Representative
Scott Thomas Fisher
Investment Adviser Representative
Sean Patrick Fitzgibbon
Investment Adviser Representative
David McKown Foreman
Investment Adviser Representative
Lisa Marie Free
Investment Adviser Representative
Gavin P. Gillison
Investment Adviser Representative
Bradley Paul Griffith
Investment Adviser Representative
Jeff Harold Groezinger
Investment Adviser Representative
Steven Michael Gronceski
Investment Adviser Representative
Andrew Aris Gearhart
Investment Adviser Representative
Eric Francis Geary
Investment Adviser Representative
Samantha Irene Gianella
Investment Adviser Representative
Frank Christopher Greekas
Investment Adviser Representative
William Andrew Groth
Investment Adviser Representative
Jennifer Brochu Groulx
Investment Adviser Representative
Miles Isaiah Gunn
Investment Adviser Representative
Steven Thomas Hannigan
Investment Adviser Representative
Chad Eric Hassinger
Investment Adviser Representative
Brian Kelly Hershberger
Investment Adviser Representative
Christopher John Hitzman
Investment Adviser Representative
Patrick James Hoehne
Investment Adviser Representative
Lawerence Lee Hood
Investment Adviser Representative
Doug Justin Hoover
Investment Adviser Representative
Katy Lynn Hane
Investment Adviser Representative
Michael O Hays
Investment Adviser Representative
Jeffrey Paul Helms
Investment Adviser Representative
Megan Leigh Hendrick
Investment Adviser Representative
Benjamin Paul Hines
Investment Adviser Representative
Rhonda Karen Holifield
Investment Adviser Representative
Rebecca Lynn Hoover
Investment Adviser Representative
Regulatory & compliance
CRD number
#115332
SEC Number
801-60741
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Performance-based
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
waverly-advisors.comPhone
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WAVERLY ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.