Waverly Advisors Acquires Pacific Portfolio
October 31, 2025
Waverly Advisors has acquired Pacific Portfolio Consulting, LLC and Pacific Portfolio Trust Company to expand into the Pacific Northwest and add trust capabilities. The deal brings roughly $5 billion of AUM to Waverly, increasing the firm's total AUM to about $25.1 billion; financial terms were not disclosed and the transactions closed in late September and October 2025.
- Buyers
- Waverly Advisors, LLC
- Targets
- Pacific Portfolio Consulting, LLC, Pacific Portfolio Trust Company
- Sellers
- Pacific Portfolio founders / Larry Hood
- Industry
- Wealth Management
- Location
- Washington, United States
- Transaction Type
- Addon
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