Waverly Advisors Acquires Prosper Financial Advisers
November 10, 2023
Waverly Advisors, a fee-only registered investment adviser backed by Wealth Partners Capital Group and HGGC’s Aspire platform, has acquired Prosper Financial Advisers of St. Petersburg, Florida. The deal closed on November 10, 2023, adds approximately $146 million of AUM to Waverly (bringing total AUM to about $7.7 billion) and brings founder Rhonda Holifield and her all-female team into Waverly to expand the firm’s Florida presence.
- Buyers
- Waverly Advisors, LLC
- Targets
- Prosper Financial Advisers
- Platforms
- Waverly Advisors, LLC
- Industry
- Wealth Management
- Location
- Florida, 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.