RIA Intel›Advisers›Alabama›WAVERLY ADVISORS, LLC

WAVERLY ADVISORS, LLC

Advisory

N·BIRMINGHAM, AL

Data as of Jul 10, 2026 · Source: SEC Form ADV

Total AUM

$29.8B

1-Year AUM Growth

+84.2%

3-Year CAGR

+66.4%

Employees

197

Assets Under Management

Total AUM$29.8B

Discretionary AUM$25.1B

Non-Discretionary AUM$4.7B

Discretionary %84.4%

Total Clients12,463

Team

Total Employees197

Investment Advisers414

Employee Growth (1Y)+41.7%

Filing History

Total Filings on Record73

First FilingNov 26, 2001

Latest FilingJul 10, 2026

🔒 Full AUM trend chart and 73 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WAVERLY ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.