WAVERLY ADVISORS, LLC

Tel: 205-871-3334 600 University Park Place Suite 501 Birmingham, Alabama 35209

About WAVERLY ADVISORS, LLC

WAVERLY ADVISORS, LLC is a Birmingham, Alabama based financial advisory firm with nearly $14,539,829,905 in assets under management and provides investment advisory services for 22135 clients. There are currently 261 financial advisors at the firm.

General Information
Firm CRD#:

115332

Firm SEC#:

801-60741

Assets Under Management:

$14,539,829,905

No. of Clients:

22135

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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