Waverly Advisors Acquires 9258 Wealth Management

Waverly Advisors Acquires Buckingham Advisors

November 8, 2024

Wealth Management

Waverly Advisors has acquired Buckingham Advisors, a Dayton, Ohio-based investment advisory firm, adding Jay Buckingham and a 38-person team and approximately $900+ million in AUM. The deal (closed November 8, 2024) expands Waverly’s Ohio footprint by four locations, increases Waverly’s AUM to about $15.5 billion, and brings new tax preparation and business services into Waverly Business Services.

Waverly Advisors Acquires Omni Wealth Advisors

March 31, 2023

Wealth Management

Waverly Advisors, a Birmingham-based RIA backed by Wealth Partners Capital Group and HGGC's Aspire platform, acquired Omni Wealth Advisors, expanding Waverly's presence in Atlanta and Tampa. The deal closed March 31, 2023, adds approximately $105 million of AUM and ~140 southeast-based high-net-worth clients to Waverly's platform.

Waverly Advisors Acquires Brass Tax Wealth Management

September 12, 2025

Financial Services

Waverly Advisors, a Birmingham-based RIA backed by Wealth Partners Capital Group and HGGC's Aspire platform, has acquired Brass Tax Wealth Management, a Blue Ash, Ohio wealth management firm. The deal adds approximately $465 million in AUM to Waverly and expands the firm's presence in Ohio; financial terms were not disclosed and the entire Brass Tax team joined Waverly.

Waverly Advisors Acquires Fiduciary Wealth Advisors

April 4, 2025

Financial Services

Waverly Advisors, a PE-backed RIA based in Birmingham, Alabama, has acquired Fiduciary Wealth Advisors (FWA), a Sarasota, Florida-based wealth management firm founded by Scott Collins. The deal closed April 4, 2025 and adds approximately $110 million of AUM while expanding Waverly's presence in Southwest Florida.

Waverly Advisors Acquires NBW Capital, LLC

March 28, 2025

Financial Services

Waverly Advisors, a Birmingham-based RIA backed by Wealth Partners Capital Group and HGGC's Aspire Holdings, has acquired Boston-based NBW Capital, adding approximately $500 million of AUM and expanding Waverly into Massachusetts. The entire NBW team will join Waverly (except Ben Niedermeyer, who is retiring); the transaction closed on March 28, 2025 and is intended to bolster Waverly's equity strategy management capabilities.

Waverly Advisors Acquires CenterPoint Wealth Management

September 27, 2024

Financial Services

Waverly Advisors, a Birmingham-based registered investment adviser, has acquired CenterPoint Wealth Management, an investment advisory practice based in Zionsville, Indiana. The deal closed on September 27, 2024, marks Waverly's 16th transaction since receiving equity from Wealth Partners Capital Group and HGGC's Aspire Holdings platform, and expands Waverly's presence in the Indianapolis area.