Waverly Advisors Acquires Smithfield Trust Company
June 12, 2026
Waverly Advisors’ parent company acquired the equity of Smithfield Trust Company, a Pennsylvania-chartered trust company based in Pittsburgh. The acquisition expands Waverly’s trust services and strengthens its ability to provide integrated investment, tax, estate, and financial planning services. The transaction closed on June 12, 2026; deal terms were not disclosed.
- Buyers
- Waverly Advisors, LLC, Waverly Advisors' parent company, Wealth Partners Capital Group, HGGC (Aspire Holdings platform)
- Targets
- Smithfield Trust Company, LLC
- Platforms
- HGGC (Aspire Holdings platform)
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Transaction Type
- Buyout
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