Waverly Advisors

Provider of asset & wealth management and retirement planning services

placeBirmingham, Alabama, United States calendar_todayFounded 1999 groups90 employees language waverly-advisors.com

Social engagement

Social engagement: 7.4K social following, 9 posts in the last 12 months — below the industry typical range.

Investor mix

1 investor on record.

Investor typeCountShare
Private equity1100%

Hiring activity

Hires periodically

10 roles tracked across 4 of the last 12 months

10 Jun 2026 · Director of Client Relations & Negotiations · Birmingham

1 Apr 2026 · Wealth Advisor · Jackson

1 Apr 2026 · Finance and Leasing Specialist · Birmingham

1 Apr 2026 · Estate Planning Consultant · Birmingham

1 Apr 2026 · Business Development Officer · Birmingham

Based on job postings tracked across public sources.

Recent activity

24 Jun 2026
Partnership
Smithfield Trust Company, LLC
Coming soon