Waverly Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

115332

SEC number

801-60741

Firm type

RIA

Assets under management

$29.8B as of Jun 3, 2026

Website

www.waverly-advisors.com ↗

Phone

205-871-3334

Address

600 University Park Place, Birmingham, AL, 35209

Advisors at this firm

171 in our index · page 1 of 4

• John Randolph AdamsCRD 5307151 · Birmingham, AL
  IA Registered
• Mark John AloisioCRD 5674844 · Chicago, IL
  IA RegisteredRegistration inactive
• James Edward AyresCRD 2550845 · Seattle, WA
  IA Registered
• Charles Thomas AdairCRD 7974714 · Chicago, IL
  IA Registered
• Laura Turner BakerCRD 5702194 · Birmingham, AL
  IA Registered
• Ryan Mackenzie BaldwinCRD 6907522 · Baltimore, MD
  IA Registered
• Stephen Joseph BarrettCRD 2322637 · Lafayette, IN
  IA RegisteredRegistration inactive
• Jacob Michael BartonCRD 6179699 · Chicago, IL
  IA Registered
• Emmett Barry BeardCRD 1244296 · Peachtree City, GA
  IA Registered
• Joseph Peyton BelewCRD 4596624 · Hamilton, OH
  IA Registered
• Richard William BellCRD 2163662 · Paoli, PA
  IA RegisteredRegistration inactive
• Christopher Malcolm BlakelyCRD 4575750 · Boston, MA
  IA Registered
• Peter Charles BohrofenCRD 5669582 · Hamilton, OH
  IA RegisteredRegistration inactive
• Cheryl Benton BottCRD 5356887 · St. Petersburg, FL
  IA Registered
  Disclosure event(s) on record
• Daniel Burton BradyCRD 6240339 · Paoli, PA
  IA Registered
• Morris Lee BrillCRD 2418992 · Tampa, FL
  IA Registered
• Thomas William BrownCRD 5781471 · Austin, TX
  IA Registered
  Disclosure event(s) on record
• Brett Michael BrownfieldCRD 7651221 · Colorado Springs, CO
  IA Registered
• Brian Joseph BrunnerCRD 4519903 · Zionsville, IN
  IA Registered
• Jay Allen BuckinghamCRD 1057718 · Dayton, OH
  IA Registered
• Mark Dwayne Bauer Jr.CRD 7211381 · Baltimore, MD
  IA Registered
• Mitchell Thomas BodenmillerCRD 7021464 · Dayton, OH
  IA RegisteredRegistration inactive
• Wesley Christian BoulerCRD 6699402 · Metairie, LA
  IA RegisteredRegistration inactive
• Lisa Evelyn BrackenCRD 7297488 · West Barnstable, MA
  IA Registered
• Elizabeth Lyerly BrasherCRD 7196477 · Birmingham, AL
  IA Registered
• Christopher Cruz BrooksCRD 7191509 · Atlanta, GA
  IA RegisteredRegistration inactive
• James Alan BrownCRD 7671684 · Dayton, OH
  IA Registered
• Madeline Mclean BrownCRD 7232690 · Merrillville, IN
  IA Registered
• Sydney B BurchettCRD 7773497 · Birmingham, AL
  IA Registered
• Grant Weston CardwellCRD 6495571 · Birmingham, AL
  IA Registered
• Edward L. CarlisleCRD 5221093 · Ridgeland, MS
  IA Registered
• Sandra Bradley CarlsonCRD 4507978 · Charlotte, NC
  IA Registered
• Kevin James CarrollCRD 2227916 · Boston, MA
  IA RegisteredRegistration inactive
• Steven Clay CauseyCRD 4003351 · Birmingham, AL
  IA Registered
• Joseph Michael CheffCRD 4367056 · Chicago, IL
  IA Registered
• Nicole Marie ClarkeCRD 5018005 · Birmingham, AL
  IA RegisteredRegistration inactive
• Dalton ClaryCRD 7904940 · Birmingham, AL
  IA Registered
• Robert Scott CollinsCRD 5489787 · Sarasota, FL
  IA Registered
• Gregory James ConwayCRD 811967 · Seattle, WA
  IA Registered
• Raymond Brent CooleyCRD 2361861 · Frederick, MD
  IA RegisteredRegistration inactive
• Anthony Ralph CottoneCRD 871574 · Malvern, PA
  IA Registered
• Scott Edward CraigCRD 4460431 · Atlanta, GA
  IA Registered
• Marla Rae ChambersCRD 6558839 · Dayton, OH
  IA Registered
• Victoria Elizabeth Mae ChatmanCRD 7485590 · Merrillville, IN
  IA Registered
• Brian Mathew ChustzCRD 6243704 · Peachtree City, GA
  IA RegisteredRegistration inactive
• Charles CodeCRD 7823402 · Chicago, IL
  IA Registered
• Diana ContornoCRD 6915557 · Birmingham, AL
  IA Registered
• Harrison Flint DeshazoCRD 7283556 · Austin, TX
  IA RegisteredRegistration inactive
• Ronny Eugene DickinsonCRD 2017390 · Council Bluffs, IA
  IA Registered
• Daniele Marie DonahoeCRD 2675613 · Charlotte, NC
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.