Waverly Advisors Acquires Planning Capital Management

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 Bridge Creek Capital Management

October 31, 2025

Financial Services

Waverly Advisors, a Birmingham-based registered investment adviser, has acquired Cape Cod-based Bridge Creek Capital Management. The acquisition, which closed October 31, 2025, brings roughly $447 million of AUM onto Waverly’s platform and expands the firm’s presence in Massachusetts as the entire Bridge Creek team joins Waverly.

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 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 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.

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.