WA
WAVERLY ADVISORS, LLC
SEC RegisteredBIRMINGHAM, ALhttps://waverly-advisors.com205-871-3334
Assets Under Management
$25B+
Employees
414
Office Locations
26 offices
Total Accounts
35709
About the firm
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
Services
Private funds / alternatives
HedgePrivate EquityReal Estate
Who they serve
| 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
54 advisors in the directory
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
Jacob Michael Barton
Investment Adviser Representative
Cheryl Benton Bott
Investment Adviser Representative
Morris Lee Brill
Investment Adviser Representative
James Alan Brown
Investment Adviser Representative
Thomas William Brown
Investment Adviser Representative
Jay Allen Buckingham
Investment Adviser Representative
Charles Code
Investment Adviser Representative
Robert Scott Collins
Investment Adviser Representative
Anthony Ralph Cottone
Investment Adviser Representative
Harrison Flint Deshazo
Investment Adviser Representative
Thomas Allen Dicesare
Investment Adviser Representative
Alexander Dolle
Investment Adviser Representative
David Arden Emery
Investment Adviser Representative
Andrew Aris Gearhart
Investment Adviser Representative
William Andrew Groth
Investment Adviser Representative
Jennifer Brochu Groulx
Investment Adviser Representative
Jeffrey Paul Helms
Investment Adviser Representative
Rhonda Karen Holifield
Investment Adviser Representative
Bryan Larsen
Investment Adviser Representative
Blake Andrew Macke
Investment Adviser Representative
Pamela Ann Martin
Investment Adviser Representative
Wesley Petersen Martin
Investment Adviser Representative
Christopher James McGarvey
Investment Adviser Representative
Joseph Ross McNair
Investment Adviser Representative
Corey Alan Meyer
Investment Adviser Representative
Glenda Marie Molina
Investment Adviser Representative
John Charles Murphy
Investment Adviser Representative
Brian Birney Musso
Investment Adviser Representative
Aaron Michael Nelson
Investment Adviser Representative
Ashlynne Michelle Pala
Investment Adviser Representative
Katia Muriel Palza
Investment Adviser Representative
Anneliese Ernestine Roemer
Investment Adviser Representative
Arthur Robert Romano
Investment Adviser Representative
Jeremy D. Schares
Investment Adviser Representative
Carl Alan Schultz
Investment Adviser Representative
Katherine Beth Scott
Investment Adviser Representative
Robert Maurice Simon
Investment Adviser Representative
Bradley Michael Steinman
Investment Adviser Representative
Stedman Alexander Strickland
Investment Adviser Representative
Jennifer Ann Sweeney
Investment Adviser Representative
Leigh Ann Thrash
Investment Adviser Representative
Allen Zachariah Thuma
Investment Adviser Representative
Ashley Diann Tucker
Investment Adviser Representative
Hosler Lee Wall
Investment Adviser Representative
Clarissa Ann Warner
Investment Adviser Representative
Jacob Anthony Weber
Investment Adviser Representative
William Allen Weber
Investment Adviser Representative
James Allen Werner
Investment Adviser Representative
Cooper Downs White
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.