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RIA comparison · SEC Form ADV

Tiedemann Advisors, LLC vs Waverly Advisors, LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Tiedemann Advisors, LLC is the larger of the two, with $31B in regulatory assets to $30B at Waverly Advisors, LLC, 4% more than its rival, by their latest Form ADV filings. Waverly Advisors, LLC reports more individual clients (12,923 vs 407), while Tiedemann Advisors, LLC’s clients hold more on average (about $59 million each against $1.6 million). Tiedemann Advisors, LLC is based in New York, New York and Waverly Advisors, LLC in Birmingham, Alabama.

FigureTiedemann Advisors, LLCWaverly Advisors, LLC
Regulatory AUM$31B$30B
National rank#34#36
HeadquartersNew York, New YorkBirmingham, Alabama
Individual clients40712,923
High-net-worth clients4074,302
Average client assets$59 million$1.6 million
Accounts61435,709
Discretionary85% of AUM84% of AUM
Employees182414
Advisory staff64197
Clients per advisory employee666
Offices949
Form ADV filed2026-07-102026-08-31

Tiedemann Advisors, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Waverly Advisors, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Performance-based fees

Questions

Which is bigger, Tiedemann Advisors, LLC or Waverly Advisors, LLC?

Tiedemann Advisors, LLC, with $31B in regulatory assets under management against $30B at Waverly Advisors, LLC. Nationally they rank #34 and #36 among 5,657 independent wealth management RIAs.

How many clients do Tiedemann Advisors, LLC and Waverly Advisors, LLC have?

Tiedemann Advisors, LLC reports 407 individual clients (407 high-net-worth) with 64 advisory employees; Waverly Advisors, LLC reports 12,923 (4,302 high-net-worth) with 197 advisory employees.

How do Tiedemann Advisors, LLC and Waverly Advisors, LLC charge clients?

Only Waverly Advisors, LLC lists hourly charges; performance-based fees on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Tiedemann Advisors, LLC and Waverly Advisors, LLC offer?

Waverly Advisors, LLC lists portfolio management for investment companies; pension consulting, which Tiedemann Advisors, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for pooled investment vehicles; portfolio management for businesses and institutions; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Tiedemann Advisors, LLC ↗, Waverly Advisors, LLC ↗. How to check a financial advisor →