Waverly Advisors Acquires Buckingham Advisors
November 8, 2024
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.
- Buyers
- Waverly Advisors, LLC
- Targets
- Buckingham Advisors
- Platforms
- Waverly Advisors, LLC
- Industry
- Wealth Management
- Location
- Ohio, United States
- Transaction Type
- Addon
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