Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Waverly Advisors, LLC financial advisors in Birmingham, AL

Every SEC-registered investment adviser representative at a Waverly Advisors, LLC office in Birmingham, A to Z.

The short answer

99 registered advisors work at Waverly Advisors, LLC in Birmingham, out of 216 at the firm nationwide; it ranks number 2 in the city by advisors. 32 list the CFP designation and 0 are also registered broker representatives.

Waverly Advisors, LLC advisors in Birmingham, A to Z

Every Waverly Advisors, LLC advisor →

Waverly Advisors, LLC advisors in every city and state →Waverly Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Waverly Advisors, LLC advisors in other cities

Dayton, OH 11Metairie, LA 8Seattle, WA 7Merrillville, IN 6Ridgeland, MS 6Atlanta, GA 5Hamilton, OH 5Montgomery, AL 5Charlotte, NC 4Chicago, IL 4Cincinnati, OH 4Peachtree City, GA 4Austin, TX 3Huntsville, AL 3Jacksonville, FL 3

Other firms in Birmingham

All Birmingham advisors →

Stonex Advisors Inc. 105Wells Fargo Clearing Services, LLC 91Morgan Stanley 83Raymond James & Associates, Inc. 52LPL Financial LLC 43Merrill Lynch, Pierce, Fenner & Smith Incorporated 42Oneascent Financial Services LLC 32Stifel, Nicolaus & Company, Incorporated 30Cetera Investment Advisers LLC 27Eversource Wealth Advisors, LLC 26The Welch Group, LLC 26Osaic Wealth, Inc. 25

Questions

How many financial advisors does Waverly Advisors, LLC have in Birmingham?

99 investment adviser representatives are registered at Waverly Advisors, LLC offices in Birmingham, Alabama, according to the SEC's Investment Adviser Public Disclosure records, out of 216 nationwide. 32 list the CFP designation and 0 are also registered as broker representatives.

Is Waverly Advisors, LLC one of the largest advisor employers in Birmingham?

Waverly Advisors, LLC ranks number 2 in Birmingham by registered advisors; Stonex Advisors Inc. has the most, with 105.

How do I check a Waverly Advisors, LLC advisor in Birmingham?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Waverly Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.