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 2 of 4

• Clifford Weldon DraughnCRD 1042780 · Savannah, GA
  IA Registered
  Disclosure event(s) on record
• Lori Marie DelatorreCRD 6389028 · Metairie, LA
  IA Registered
• Christina Lynn DerhamCRD 6560738 · Dayton, OH
  IA RegisteredRegistration inactive
• Thomas Allen DicesareCRD 6912216 · Lakeland, FL
  IA Registered
• Alexander DolleCRD 6324087 · West Barnstable, MA
  IA Registered
• Carson Lee EddyCRD 7998328 · Birmingham, AL
  IA Registered
• Cory Marion FaucheuxCRD 5100350 · Metairie, LA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• David Bradley FieldsCRD 2200471 · Atlanta, GA
  IA Registered
• Scott Thomas FisherCRD 1426744 · Seattle, WA
  IA RegisteredRegistration inactive
• Sean Patrick FitzgibbonCRD 4345608 · Boston, MA
  IA Registered
• David Mckown ForemanCRD 5401735 · Birmingham, AL
  IA Registered
• Andrew Aris GearhartCRD 5712166 · Birmingham, AL
  IA Registered
• Gavin P. GillisonCRD 6141839 · Birmingham, AL
  IA Registered
• Bradley Paul GriffithCRD 5938840 · Dayton, OH
  IA RegisteredRegistration inactive
• Jeff Harold GroezingerCRD 3060679 · Dayton, OH
  IA Registered
• Steven Michael GronceskiCRD 2466208 · Merrillville, IN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jennifer Brochu GroulxCRD 3243862 · Pensacola, FL
  IA Registered
• Eric Francis GearyCRD 6615802 · Zionsville, IN
  IA Registered
• Samantha Irene GianellaCRD 8011234 · Laske Oswego, OR
  IA RegisteredRegistration inactive
• Frank Christopher GreekasCRD 8073462 · Seattle, WA
  IA Registered
• Miles Isaiah GunnCRD 7534205 · Birmingham, AL
  IA Registered
• Steven Thomas HanniganCRD 6159387 · Baltimore, MD
  IA Registered
• Chad Eric HassingerCRD 2226955 · Merrillville, IN
  IA RegisteredRegistration inactive
• Brian Kelly HershbergerCRD 4456878 · Atlanta, GA
  IA Registered
• Christopher John HitzmanCRD 4288522 · Mandeville, LA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Patrick James HoehneCRD 6080106 · Zionsville, IN
  IA Registered
• Lawerence Lee HoodCRD 1018874 · Seattle, WA
  IA Registered
• Doug Justin HooverCRD 2443723 · Merrillville, IN
  IA RegisteredRegistration inactive
• Katy Lynn HaneCRD 6705114 · Metairie, LA
  IA RegisteredRegistration inactive
• Megan Leigh HendrickCRD 5953773 · Peachtree City, GA
  IA Registered
• Benjamin Paul HinesCRD 7793566 · Seattle, WA
  IA Registered
• Brian Thomas HughesCRD 7558883 · Seattle, WA
  IA Registered
• Eric Peter JarvisCRD 2538458 · Seattle, WA
  IA Registered
• Gerald Valentine KrachCRD 2445544 · Dayton, OH
  IA Registered
• Michael Crews KayCRD 8114115 · Birmingham, AL
  IA Registered
• Jennifer Hamner KendallCRD 7222166 · Huntsville, AL
  IA Registered
  Disclosure event(s) on record
• Wayne George LesageCRD 4605858 · Philadelphia, PA
  IA RegisteredRegistration inactive
• Michael Dean LittleCRD 4724099 · Birmingham, AL
  IA Registered
• Walter Bishop LunsfordCRD 1070860 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Sean LaceyCRD 6914917 · Colorado Springs, CO
  IA RegisteredRegistration inactive
• Paul Michael LarkinCRD 6834526 · Council Bluffs, IA
  IA RegisteredRegistration inactive
• Benjamin Grey LoganCRD 7481672 · Atlanta, GA
  IA Registered
• Blake Andrew MackeCRD 7423778 · Merrillville, IN
  IA Registered
• Michael James McbrideCRD 1834978 · Seattle, WA
  IA Registered
• Douglas Max McdanielCRD 1340937 · Ridgeland, MS
  IA Registered
  Disclosure event(s) on record
• William Clay McdanielCRD 6611440 · Atlanta, GA
  IA Registered
• Harve Eugene MenkensCRD 6003273 · Seattle, WA
  IA RegisteredRegistration inactive
• Quinn Stephen MichelCRD 6941440 · Paoli, PA
  IA Registered
• David Paul MireCRD 5810533 · Metairie, LA
  IA RegisteredRegistration inactive
• Glenda Marie MolinaCRD 5556876 · Austin, TX
  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.