Waverly Acquires Dickinson

INVESTMENT MANAGEMENT DEALS BLOG

March 5, 2025

On January 13, 2025, Waverly Advisors announced its acquisition of Dickinson Investment Advisors.

Waverly Advisors, LLC (“Waverly”) announced, January 13, 2025, its acquisition of Dickinson Investment Advisors (“Dickinson”) in a transaction that closed on January 10, 2025. Dickinson’s entire team will join Waverly as part of the deal. Further terms of the transaction were not disclosed.

Waverly, based in Birmingham, Alabama, is a fee-only registered investment advisor specializing in investment management, financial planning and wealth management solutions for high-net-worth individuals, corporate retirement plans and institutional clients. After the close of the transaction, Waverly’s assets under management increased to approximately $16.4 billion.

Dickinson, based in Council Bluffs, Iowa, is an investment advisory firm specializing in investment management, tax planning and comprehensive financial planning.

To read the press release: please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.