Waverly Advisors Acquires Planning Capital Management
December 13, 2024
Waverly Advisors has acquired Planning Capital Management Corp., an investment advisory firm headquartered in Paoli, Pennsylvania, expanding Waverly's presence into the greater Philadelphia area. The deal, which closed on December 13, 2024, increases Waverly's AUM to approximately $15.9 billion and brings the entire Planning Capital team into Waverly.
- Buyers
- Waverly Advisors, LLC
- Targets
- Planning Capital Management Corp.
- Platforms
- Waverly Advisors, LLC
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Transaction Type
- Addon
Explore More
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.