Waverly Advisors Acquires Brass Tax Wealth Management
September 12, 2025
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.
- Buyers
- Waverly Advisors, LLC
- Targets
- Brass Tax Wealth Management
- Platforms
- Waverly Advisors, LLC
- Industry
- Financial Services
- Location
- Ohio, United States
- Transaction Type
- Addon
Explore More
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.