Waverly Advisors Acquires McShane Partners' Investment Advisory Business

Waverly Advisors Acquires MCS Family Wealth Advisors

October 9, 2026

Wealth Management

Waverly Advisors acquired MCS Family Wealth Advisors, an Oregon wealth management firm with offices in Bend and Eugene and approximately $151 million in assets under management. The acquisition expands Waverly’s presence in the Pacific Northwest, and the transaction closed on October 9, 2026.

Waverly Advisors Acquires McBride Financial Advisors

March 13, 2026

Financial Services

Waverly Advisors, a Birmingham, Alabama-based registered investment adviser, acquired McBride Financial Advisors, a wealth management firm based in Seahurst, Washington. The acquisition adds McBride’s client base and approximately $181 million in AUM to Waverly and is Waverly’s second Pacific Northwest deal in 2026.

Waverly Advisors Acquires Fiduciary Wealth Advisors

April 4, 2025

Financial Services

Waverly Advisors, a PE-backed RIA based in Birmingham, Alabama, has acquired Fiduciary Wealth Advisors (FWA), a Sarasota, Florida-based wealth management firm founded by Scott Collins. The deal closed April 4, 2025 and adds approximately $110 million of AUM while expanding Waverly's presence in Southwest Florida.

Waverly Advisors Acquires NBW Capital, LLC

March 28, 2025

Financial Services

Waverly Advisors, a Birmingham-based RIA backed by Wealth Partners Capital Group and HGGC's Aspire Holdings, has acquired Boston-based NBW Capital, adding approximately $500 million of AUM and expanding Waverly into Massachusetts. The entire NBW team will join Waverly (except Ben Niedermeyer, who is retiring); the transaction closed on March 28, 2025 and is intended to bolster Waverly's equity strategy management capabilities.

Waverly Advisors Acquires 9258 Wealth Management

October 18, 2024

Wealth Management

Waverly Advisors, a Birmingham-based RIA backed by Wealth Partners Capital Group and HGGC's Aspire Holdings, acquired 9258 Wealth Management, a Cincinnati-based investment advisory and tax preparation firm. The deal adds three Ohio offices and approximately $1.0 billion in AUM, brings a team of 24 professionals to Waverly, and closed on October 18, 2024, increasing Waverly's AUM to about $14.4 billion.

Waverly Advisors Acquires Omni Wealth Advisors

March 31, 2023

Wealth Management

Waverly Advisors, a Birmingham-based RIA backed by Wealth Partners Capital Group and HGGC's Aspire platform, acquired Omni Wealth Advisors, expanding Waverly's presence in Atlanta and Tampa. The deal closed March 31, 2023, adds approximately $105 million of AUM and ~140 southeast-based high-net-worth clients to Waverly's platform.