Waverly Advisors Acquires Mueller Financial Solutions

Waverly Advisors Acquires Rainsberger Wealth Advisors

October 20, 2023

Financial Services

Waverly Advisors, a Birmingham-based registered investment adviser, has acquired Rainsberger Wealth Advisors of Colorado Springs, marking Waverly's entry into Colorado. The deal — closed October 20, 2023 — adds $302 million of AUM to Waverly and is the firm's ninth acquisition since taking equity investment from Wealth Partners Capital Group and HGGC's Aspire Holdings platform.

Waverly Advisors Acquires 9258 Wealth Management

October 18, 2024

Wealth Management

Waverly Advisors, a Birmingham-based RIA backed by Wealth Partners Capital Group and HGGC's Aspire Holdings, acquired 9258 Wealth Management, a Cincinnati-based investment advisory and tax preparation firm. The deal adds three Ohio offices and approximately $1.0 billion in AUM, brings a team of 24 professionals to Waverly, and closed on October 18, 2024, increasing Waverly's AUM to about $14.4 billion.

Waverly Advisors Acquires Fiduciary Wealth Advisors

April 4, 2025

Financial Services

Waverly Advisors, a PE-backed RIA based in Birmingham, Alabama, has acquired Fiduciary Wealth Advisors (FWA), a Sarasota, Florida-based wealth management firm founded by Scott Collins. The deal closed April 4, 2025 and adds approximately $110 million of AUM while expanding Waverly's presence in Southwest Florida.

Waverly Advisors Acquires Wall Advisors

December 5, 2022

Financial Services

Waverly Advisors, a Birmingham-based registered investment advisor, has acquired Wall Advisors, a small wealth management firm founded by H. Lee Wall. The Wall Advisors team of four will join Waverly (Lee Wall will serve as Regional Director); the deal closed on December 2, 2022 and is Waverly's third RIA acquisition since taking equity backing from Wealth Partners Capital Group and HGGC's Aspire Holdings platform.

Waverly Advisors Acquires McShane Partners' Investment Advisory Business

April 5, 2024

Wealth Management

Waverly Advisors, a PE-backed federally registered RIA, has acquired the investment advisory business of McShane Partners of Charlotte, North Carolina. The deal closed April 5, 2024, adds roughly $700 million of AUM to Waverly and is the firm's thirteenth acquisition since receiving equity investment from Wealth Partners Capital Group and HGGC’s Aspire Holdings platform.

Waverly Advisors Acquires Prosper Financial Advisers

November 10, 2023

Wealth Management

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.