Tracked deals
28
28 tracked deals across 2022-2026.
Operating Company
Financial Services
Waverly Advisors
Birmingham, Alabama, United States
Fee-only, federally registered investment advisory firm providing wealth management and financial planning. Serves high-net-worth individuals and families, corporate retirement plans, trusts, endowments, and institutions; provides retirement plan services as an ERISA 3(38) fiduciary.
- Focus Areas
- Wealth management, Investment advisory, Financial planning
- Website
- waverly-advisors.com
Recent pace
9
9 tracked deals announced in the last 12 months.
Deal mix
Addon
22 addon · 5 buyout · 1 divestiture
Waverly Advisors Acquisition Volume by Year
Last 5 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
Showing the 12 most recent of 28 tracked deals for Waverly Advisors.
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June 12, 2026
- Buyer
- Waverly Advisors, LLC, Waverly Advisors' parent company, Wealth Partners Capital Group, HGGC (Aspire Holdings platform)
- Target
- Smithfield Trust Company, LLC
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Buyout
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.
-
- Buyer
- Waverly Advisors, LLC, Waverly Business Services, LLC
- Target
- WealthPlans, LLC, Cooley & Associates, P.C.
- Industry
- Financial Services
- Location
- Maryland, United States
- Type
- Buyout
Waverly Advisors acquired WealthPlans, LLC, a wealth management firm based in Frederick, Maryland, strengthening its presence in the Mid-Atlantic region. As part of the deal, Waverly’s affiliate, Waverly Business Services, acquired WealthPlans’ affiliate Cooley & Associates, P.C., a tax preparation and accounting services business also based in Frederick.
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April 24, 2026
- Buyer
- Waverly Advisors, LLC
- Target
- TruWealth Advisors
- Industry
- Financial Services
- Location
- Louisiana, United States
- Type
- Buyout
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.
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March 13, 2026
- Buyer
- Waverly Advisors, LLC, Wealth Partners Capital Group, HGGC's Aspire Holdings platform
- Target
- McBride Financial Advisors
- Seller
- Michael McBride
- Industry
- Financial Services
- Location
- Washington, United States
- Type
- Addon
Waverly Advisors, a Birmingham, Alabama-based registered investment adviser, acquired McBride Financial Advisors, a wealth management firm based in Seahurst, Washington. The acquisition adds McBride’s client base and approximately $181 million in AUM to Waverly and is Waverly’s second Pacific Northwest deal in 2026.
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January 30, 2026
- Buyer
- Waverly Advisors, LLC
- Target
- Pure Portfolios
- Industry
- Wealth Management
- Location
- Oregon, United States
- Type
- Addon
Waverly Advisors, a Birmingham-based registered investment adviser, has acquired Pure Portfolios, a Lake Oswego, Oregon wealth management firm, in a deal that closed January 30, 2026. The acquisition adds approximately $437 million of AUM to Waverly and expands the firm into a new Oregon market as part of its continued growth across the Pacific Northwest.
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December 8, 2025
- Buyer
- Waverly Advisors, LLC
- Target
- Promus Holdings, LLC
- Seller
- Promus Holdings, LLC
- Industry
- Financial Services
- Location
- Illinois, United States
- Type
- Divestiture
Waverly Advisors has acquired certain business lines from Chicago-based Promus Holdings, adding approximately $3.1 billion of AUM and expanding Waverly's private equity, real estate, and multi-family office capabilities. The deal closed November 14, 2025; financial and legal terms were not disclosed, and Waverly formed a new subsidiary, Promus Capital Management, to operate the acquired strategies.
-
December 5, 2025
- Buyer
- Waverly Advisors, LLC
- Target
- Forefront Wealth Management
- Industry
- Wealth Management
- Location
- Pennsylvania, United States
- Type
- Buyout
Waverly Advisors, an RIA based in Birmingham, Alabama, has acquired Forefront Wealth Management of Malvern, Pennsylvania, expanding Waverly's Mid-Atlantic presence. The Forefront team will join Waverly and the deal adds approximately $257 million of AUM; the transaction closed on December 5, 2025.
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October 31, 2025
- Buyer
- Waverly Advisors, LLC
- Target
- Bridge Creek Capital Management
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Addon
Waverly Advisors, a Birmingham-based registered investment adviser, has acquired Cape Cod-based Bridge Creek Capital Management. The acquisition, which closed October 31, 2025, brings roughly $447 million of AUM onto Waverly’s platform and expands the firm’s presence in Massachusetts as the entire Bridge Creek team joins Waverly.
-
October 31, 2025
- Buyer
- Waverly Advisors, LLC
- Target
- Pacific Portfolio Consulting, LLC, Pacific Portfolio Trust Company
- Seller
- Pacific Portfolio founders / Larry Hood
- Industry
- Wealth Management
- Location
- Washington, United States
- Type
- Addon
Waverly Advisors has acquired Pacific Portfolio Consulting, LLC and Pacific Portfolio Trust Company to expand into the Pacific Northwest and add trust capabilities. The deal brings roughly $5 billion of AUM to Waverly, increasing the firm's total AUM to about $25.1 billion; financial terms were not disclosed and the transactions closed in late September and October 2025.
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September 12, 2025
- Buyer
- Waverly Advisors, LLC
- Target
- Brass Tax Wealth Management
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Addon
Waverly Advisors, a Birmingham-based RIA backed by Wealth Partners Capital Group and HGGC's Aspire platform, has acquired Brass Tax Wealth Management, a Blue Ash, Ohio wealth management firm. The deal adds approximately $465 million in AUM to Waverly and expands the firm's presence in Ohio; financial terms were not disclosed and the entire Brass Tax team joined Waverly.
-
April 4, 2025
- Buyer
- Waverly Advisors
- Target
- Fiduciary Wealth Advisors
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Addon
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.
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March 28, 2025
- Buyer
- Waverly Advisors, LLC
- Target
- NBW Capital, LLC
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Addon
Waverly Advisors, a Birmingham-based RIA backed by Wealth Partners Capital Group and HGGC's Aspire Holdings, has acquired Boston-based NBW Capital, adding approximately $500 million of AUM and expanding Waverly into Massachusetts. The entire NBW team will join Waverly (except Ben Niedermeyer, who is retiring); the transaction closed on March 28, 2025 and is intended to bolster Waverly's equity strategy management capabilities.
Related Acquisition Pages
Financial Services Buyers & Acquisitions
15 tracked deals by Waverly Advisors.
Wealth Management Buyers & Acquisitions
13 tracked deals by Waverly Advisors.
Acquisitions in Florida
4 tracked deals by Waverly Advisors.
Acquisitions in Ohio
3 tracked deals by Waverly Advisors.
Acquisitions in Pennsylvania
3 tracked deals by Waverly Advisors.
Acquisitions in Colorado
2 tracked deals by Waverly Advisors.
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