Waverly Advisors Acquires McBride Financial Advisors
March 13, 2026
Waverly Advisors, a registered investment adviser based in Birmingham, Alabama, acquired McBride Financial Advisors, a Seahurst, Washington-based wealth management firm managing approximately $181 million in assets under management as of year-end 2025. The deal closed on March 13, 2026, and founder Michael McBride joined Waverly as a Wealth Advisor to expand service capabilities while maintaining the firm’s personalized advisory model.
- Buyers
- Waverly Advisors
- Targets
- McBride Financial Advisors
- Sellers
- Michael McBride
- Industry
- Financial Services
- Location
- Alabama, United States
- Transaction Type
- Buyout
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