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 3 of 4

• Maria Luna Mora VelasquezCRD 7971957 · Birmingham, AL
  IA Registered
• Jeffrey Lawrence MuellerCRD 4421457 · Canon City, CO
  IA Registered
• Douglas Paul MuenzenmayCRD 2115817 · Ridgeland, MS
  IA Registered
• Brian Birney MussoCRD 5584942 · Chicago, IL
  IA Registered
• Scott Thomas MyersCRD 5375190 · West Barnstable, MA
  IA Registered
• Edwina Louise MartinCRD 7831871 · Cincinnati, OH
  IA Registered
• Evan David MaushartCRD 8033666 · Cincinnati, OH
  IA Registered
• William J McmahonCRD 7623318 · Birmingham, AL
  IA Registered
• Kashish MeghaniCRD 7457072 · Merrillville, IN
  IA Registered
• Timothy Hiu Yeung MetzCRD 7867268 · Lake Oswego, OR
  IA Registered
• Corey Alan MeyerCRD 6823071 · Charlotte, NC
  IA RegisteredRegistration inactive
• Aaron Michael NelsonCRD 4419322 · Birmingham, AL
  IA Registered
• Melanie Luther NicholsCRD 2276771 · Birmingham, AL
  IA Registered
• Jonathan R OsborneCRD 5653632 · Birmingham, AL
  IA Registered
• James Carlos ParrieCRD 2114887 · Metairie, LA
  IA RegisteredRegistration inactive
• Barry Nathan PasterCRD 2572318 · West Barnstable, MA
  IA Registered
• Nevan Piyush PatelCRD 7971938 · Atlanta, GA
  IA Registered
• Jacob Robert PetrieCRD 6458744 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Ashlynne Michelle PalaCRD 6867263 · Merrillville, IN
  IA Registered
• Katia Muriel PalzaCRD 6859609 · Austin, TX
  IA Registered
• Grace Katherine PettitCRD 7646283 · Cincinnati, OH
  IA Registered
• Jennings Patrick PittsCRD 7902894 · Atlanta, GA
  IA Registered
• Ellis Dwight RainsbergerCRD 1073580 · Colorado Springs, CO
  IA Registered
  Disclosure event(s) on record
• Bradley Jon RatheCRD 2314682 · Birmingham, AL
  IA Registered
• Clayton Michael ReynoldsCRD 6117316 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Julius M RidgwayCRD 4283097 · Ridgeland, MS
  IA Registered
• Matthew William RodrigueCRD 5694231 · Metairie, LA
  IA RegisteredRegistration inactive
• Anneliese Ernestine RoemerCRD 6054738 · Montgomery, AL
  IA Registered
• Arthur Robert RomanoCRD 2362079 · Malvern, PA
  IA Registered
• Christian ResendizCRD 7503314 · Merrillville, IN
  IA Registered
• Christopher RhoadesCRD 8307510 · Deerfield, IL
  IA Registered
• Jennifer Suzanne RyanCRD 7011440 · Merrillville, IN
  IA Registered
• Marc Douglas SalyersCRD 6560150 · Mobile, AL
  IA Registered
• James Edward SandiferCRD 1031904 · Mobile, AL
  IA Registered
• Jeremy D. ScharesCRD 5414388 · Oak Brook, IL
  IA Registered
• Leah Christine SchulteCRD 5946888 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Neal SchulteCRD 1165181 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Nicholas N SchulteCRD 5197002 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Carl Alan SchultzCRD 720618 · Malvern, PA
  IA RegisteredRegistration inactive
• Preston Cody SharpeCRD 6928149 · Peachtree City, GA
  IA RegisteredRegistration inactive
• Kaleigh Stovall ShipmanCRD 6064634 · Birmingham, AL
  IA RegisteredRegistration inactive
• Charles Lee SimmonsCRD 2145300 · Mandeville, LA
  IA RegisteredRegistration inactive
• Robert Maurice SimonCRD 5401804 · Jacksonville, FL
  IA Registered
• Janet Carol SteinkeCRD 2163755 · Dayton, OH
  IA Registered
• William Orlando StoneCRD 2647149 · Ridgeland, MS
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Nicole Theisen StrbichCRD 5527251 · Dayton, OH
  IA Registered
• Stedman Alexander StricklandCRD 7500173 · Ridgeland, MS
  IA RegisteredRegistration inactive
• Malinda Dawn SuttonCRD 6315550 · Colorado Springs, CO
  IA Registered
• Jennifer Ann SweeneyCRD 5429341 · Baltimore, MD
  IA Registered
• David SanderlinCRD 8019461 · Birmingham, AL
  IA RegisteredRegistration inactive

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.