On November 3, 2025, Waverly Advisors announced its acquisitions of Pacific Portfolio Consulting and Pacific Portfolio Trust Company.
Waverly Advisors (“Waverly”) announced, on November 3, 2025, its acquisitions of Pacific Portfolio Consulting (“PPC”) and Pacific Portfolio Trust Company (“PPTC,” together with PPC, “Pacific Portfolio”). The PPC transaction closed on September 26, 2025, and the PPTC transaction closed on October 31, 2025. Under the terms of the transactions, the entire Pacific Portfolio team will remain in place at Waverly. Further terms of the transactions 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. Following these acquisitions, Waverly had approximately $25.1 billion in assets under management.
Pacific Portfolio, based in Seattle, Washington, is a registered investment advisor offering comprehensive wealth planning, trust services, and institutional consulting. Pacific Portfolio has approximately $5 billion in assets under management.
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