Waverly Advisors Acquires Pure Portfolios

Waverly Advisors Acquires Pacific Portfolio

October 31, 2025

Wealth Management

Waverly Advisors has acquired Pacific Portfolio Consulting, LLC and Pacific Portfolio Trust Company to expand into the Pacific Northwest and add trust capabilities. The deal brings roughly $5 billion of AUM to Waverly, increasing the firm's total AUM to about $25.1 billion; financial terms were not disclosed and the transactions closed in late September and October 2025.

Waverly Advisors Acquires 9258 Wealth Management

October 18, 2024

Wealth Management

Waverly Advisors, a Birmingham-based RIA backed by Wealth Partners Capital Group and HGGC's Aspire Holdings, acquired 9258 Wealth Management, a Cincinnati-based investment advisory and tax preparation firm. The deal adds three Ohio offices and approximately $1.0 billion in AUM, brings a team of 24 professionals to Waverly, and closed on October 18, 2024, increasing Waverly's AUM to about $14.4 billion.

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 Prosper Financial Advisers

November 10, 2023

Wealth Management

Waverly Advisors, a fee-only registered investment adviser backed by Wealth Partners Capital Group and HGGC’s Aspire platform, has acquired Prosper Financial Advisers of St. Petersburg, Florida. The deal closed on November 10, 2023, adds approximately $146 million of AUM to Waverly (bringing total AUM to about $7.7 billion) and brings founder Rhonda Holifield and her all-female team into Waverly to expand the firm’s Florida presence.

Waverly Advisors Acquires River Capital Advisors

July 23, 2024

Financial Services

Waverly Advisors, a Birmingham-based registered investment adviser, has acquired River Capital Advisors, L.C., an investment advisory business based in Jacksonville, Florida. The deal — Waverly's 15th since receiving equity backing from Wealth Partners Capital Group and HGGC’s Aspire Holdings platform — closed July 19, 2024, and boosts Waverly's AUM to approximately $12.5 billion; financial terms were not disclosed.

Waverly Advisors Acquires Wall Advisors

December 5, 2022

Financial Services

Waverly Advisors, a Birmingham-based registered investment advisor, has acquired Wall Advisors, a small wealth management firm founded by H. Lee Wall. The Wall Advisors team of four will join Waverly (Lee Wall will serve as Regional Director); the deal closed on December 2, 2022 and is Waverly's third RIA acquisition since taking equity backing from Wealth Partners Capital Group and HGGC's Aspire Holdings platform.