Waverly Advisors is a wealth manager based in Atlanta, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
Offering personal wealth management, family office, retirement plan and institutional consulting services, Waverly Advisors advises on assets in excess of $6.3 Billion and is an Independent Registered Investment Advisor (RIA). Waverly Advisors is a fee-only fiduciary and offers clients collaborative investment, tax, estate and financial planning services, through a team holding many of the industry's most prestigious credentials.
Investment types: Long-Term Investments
Sectors & themes: Diversified Finance Consulting, Investment Management, Legal & Tax Services, Retirement Planning, Trust Management, Wealth & Estate Planning, Financial Services, Finance
Preferred geographies: Global, United States
Location: 3300 Riverwood Pkwy #1075\nAtlanta\nGeorgia\n30339\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.