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WAVERLY ADVISORS, LLC
BIRMINGHAM, AL
205-871-3334
SEC #801-60741Total AUM
$29.8B
Employees
414Clients
13,689Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
600 UNIVERSITY PARK PLACE
SUITE 501
BIRMINGHAM
AL 35209
United States
SUITE 501
BIRMINGHAM
AL 35209
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
205-871-3334
Other Offices
48
Financials
Total AUM
$29.8B
Accounts
35,709Discretionary
$25.1B
Accounts
34,106Non-Discretionary
$4.7B
Accounts
1,603
Clients
Individual Clients
8,621AUM
$3.8B
HNW Individual Clients
4,302AUM
$17.4B
Banking Clients
2AUM
$3.9M
Investment Company Clients
1AUM
$16.6M
Pooled Vehicle Clients
27AUM
$1.8B
Pension/Profit Sharing Plan Clients
453AUM
$4.9B
Charitable Organization Clients
81AUM
$823M
Government Entity Clients
1AUM
$14.4M
Insurance Company Clients
1AUM
$15.6M
Corporation or Business Clients
200AUM
$1.1B
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 23 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.