On March 25, 2025, Waverly Advisors, LLC announced its acquisition of GGM Wealth Advisors.
Waverly Advisors, LLC (“Waverly”) announced, on March 25, 2025, its acquisition of GGM Wealth Advisors (“GGM”) in a transaction that closed on March 21, 2025. GGM’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 $17.4 billion.
GGM, based in Baltimore, Maryland, is a registered investment advisor offering financial planning, portfolio management, and fiduciary advice. As of March 2025, GGM had approximately $446.7 million in assets under management.
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