Waverly Advisors Acquires TruWealth Advisors
April 24, 2026
Waverly Advisors, a Birmingham, Alabama-based RIA, has acquired TruWealth Advisors, a $3.1 billion wealth management firm headquartered in the greater New Orleans area. The deal closed April 24, 2026 and establishes Waverly’s first presence in Louisiana while expanding its footprint across the South.
- Buyers
- Waverly Advisors, LLC
- Targets
- TruWealth Advisors
- Industry
- Financial Services
- Location
- Louisiana, United States
- Transaction Type
- Buyout
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