Waverly Advisors Acquires InVista Advisors
July 31, 2026
Waverly Advisors acquired InVista Advisors, a Montgomery, Alabama wealth management firm with approximately $332 million in assets under management. The deal expands Waverly’s presence to five Alabama locations and adds the Montgomery team of eight professionals to Waverly’s national wealth management platform.
- Buyers
- Waverly Advisors
- Targets
- InVista Advisors
- Industry
- Wealth Management
- Location
- Alabama, United States
- Transaction Type
- Buyout
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