On April 7, 2025, Waverly Advisors announced its acquisition of Fiduciary Wealth Advisors.
Waverly Advisors, LLC (“Waverly”) announced, on April 7, 2025, its acquisition of Fiduciary Wealth Advisors, LLC (“Fiduciary Wealth”) in a transaction that closed on April 4, 2025. Fiduciary Wealth founder, Scott Collins, will join Waverly as Partner and Wealth Advisor. 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. As of April 2025, Waverly had approximately $16.13 billion in assets under management.
Fiduciary Wealth, based in Sarasota, Florida, is a registered investment advisor providing data-driven investment strategies and personalized planning to high-net-worth clients. As of April 2025, Fiduciary Wealth had approximately $110 million in assets under management.
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