Financial ADVSR advisor directory · SEC adviser records
Waverly Advisors, LLC financial advisors
Every SEC-registered investment adviser representative at Waverly Advisors, LLC, by the state and city of the office they work from.
216 registered advisors work at Waverly Advisors, LLC, in 18 states and 40 cities; the most are in Birmingham, AL (99). 77 list the CFP designation and 0 are also registered broker representatives.
Search every Waverly Advisors, LLC advisor by name →Who joined and left Waverly Advisors, LLC →Waverly Advisors, LLC: assets, clients and custodians →
Cities with the most Waverly Advisors, LLC advisors
Birmingham, AL 99Dayton, 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 3Malvern, PA 3Richmond, VA 3St. Petersburg, FL 3Boston, MA 2Colorado Springs, CO 2Council Bluffs, IA 2Deerfield, IL 2Lake Oswego, OR 2Lakeland, FL 2Oak Brook, IL 2Paoli, PA 2Sarasota, FL 2Baltimore, MD 1Bend, OR 1
Waverly Advisors, LLC advisors by state
Questions
How many financial advisors does Waverly Advisors, LLC have?
216 investment adviser representatives are registered with Waverly Advisors, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 18 states and 40 cities. 77 list the CFP designation and 0 are also registered as broker representatives.
Where does Waverly Advisors, LLC have the most advisors?
Birmingham, AL, with 99 registered advisors, then Dayton, OH (11). By state, Alabama has the most, with 108.
How do I find a Waverly Advisors, LLC financial advisor near me?
Pick your state below, then your city, to see every Waverly Advisors, LLC advisor registered at an office there. Each one 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. An advisor registered at Waverly Advisors, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →