Waverly Advisors, LLC

Waverly Advisors, LLC (CRD# 115332) is a financial advisory firm headquartered in Birmingham, AL. They manage $11,379,745,311 in 15,983 accounts and serve the financial needs of clients across 41 states (or territories).

Current Firm Details
600 University Park Place, Suite 501, Birmingham, AL 35209
https://www.waverly-advisors.com
By the Numbers
  • Total Assets Under Management
    11,380
    MILLION
  • Total Number of Accounts
    15,983
    ACCOUNTS
  • Average Account Value
    $711,991
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Waverly Advisors, LLC
Showing 71 - 76 of 76 top financial advisors.
71
Christian Resendiz, financial advisor Birmingham AL
Christian Resendiz
CRD#: 7503314
600 University Park Place, Suite 501, Birmingham, AL 35209

Christian Resendiz (CRD# 7503314) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has 1 year of experience in the finance industry.

72
Bradley Steinman, financial advisor Deerfield IL
Bradley M. Steinman
CRD#: 7317479
707 Lake Cook Road, Suite 109, Deerfield, IL 60015

Bradley Steinman (CRD# 7317479) is an Investment Advisor Representative working at Waverly Advisors, LLC in Deerfield, IL and has over 4 years of experience in the finance industry.

73
Malinda Sutton, financial advisor Birmingham AL
Malinda D. Sutton
CRD#: 6315550
600 University Park Place, Suite 501, Birmingham, AL 35209

Malinda Sutton (CRD# 6315550) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has 1 year of experience in the finance industry.

74
Leigh Thrash, financial advisor Birmingham AL
Leigh A. Thrash
CRD#: 6899342
600 University Park Place, Suite 501, Birmingham, AL 35209

Leigh Thrash (CRD# 6899342) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 2 years of experience in the finance industry.

75
Ashley Tucker, financial advisor Birmingham AL
Ashley D. Tucker
CRD#: 7329662
600 University Park Place, Suite 501, Birmingham, AL 35209

Ashley Tucker (CRD# 7329662) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has 1 year of experience in the finance industry.

76
Kimberly Warner, financial advisor Birmingham AL
Kimberly M. Warner
CRD#: 2702354
600 University Park Place, Suite 501, Birmingham, AL 35209

Kimberly Warner (CRD# 2702354) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 21 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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