Warren Averett Asset Management

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3815 Interstate Ct Ste 300
Montgomery, AL 36109
+1 (334) 271-2200
https://waasset.com

Waverly Advisors is an independent registered investment advisor based in Montgomery, AL, managing approximately $17.3 billion in assets across various services, including personal wealth management, family office, retirement planning, and institutional consulting. With a dedicated team of 290 professionals holding prestigious credentials such as CFP, CPA, and CFA, the firm emphasizes a client-focused approach that combines investment management with comprehensive financial planning.

Committed to enhancing client outcomes, Waverly Advisors has recently expanded its capabilities through strategic acquisitions, strengthening its infrastructure and resources. The firm prides itself on being fee-only and fiduciary, ensuring transparent and collaborative service tailored to individual and corporate needs.

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