Waverly Advisors Acquires Forefront Wealth Management
December 5, 2025
Waverly Advisors, an RIA based in Birmingham, Alabama, has acquired Forefront Wealth Management of Malvern, Pennsylvania, expanding Waverly's Mid-Atlantic presence. The Forefront team will join Waverly and the deal adds approximately $257 million of AUM; the transaction closed on December 5, 2025.
- Buyers
- Waverly Advisors, LLC
- Targets
- Forefront Wealth Management
- Industry
- Wealth Management
- Location
- Pennsylvania, United States
- Transaction Type
- Buyout
Explore More
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.