Waverly Advisors Acquires Rainsberger Wealth Advisors

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 Mueller Financial Solutions

October 25, 2024

Wealth Management

Waverly Advisors, a Birmingham-based registered investment adviser, has acquired Mueller Financial Solutions, an RIA based in Canon City, Colorado. The deal closed October 25, 2024; Jeffrey Mueller and his team joined Waverly as partners and Waverly continues to expand its Colorado footprint under its PE-backed ownership.

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.

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 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.