Waverly Advisors Acquires Heartwood Wealth Advisors
September 29, 2026
Waverly Advisors acquired Heartwood Wealth Advisors, a Richmond, Virginia-based registered wealth management firm with about $1.7 billion in assets under management. The entire Heartwood team will join Waverly, while Heartwood will remain rooted in Richmond to preserve existing client relationships and expand service capabilities.
- Buyers
- Waverly Advisors
- Targets
- Heartwood Wealth Advisors
- Industry
- Wealth Management
- Location
- Virginia, United States
- Transaction Type
- Buyout
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