On February 3, 2026, Waverly Advisors announced that it acquired Pure Portfolios.
Waverly Advisors (“Waverly”) announced, on February 3, 2026, that it acquired Pure Portfolios (“Pure”). Under the terms of the transaction, the entire Pure team, including Founder, President & Chief Investment Officer Nik Schuurmans and Chief Financial Officer Toby Weber, will join Waverly. 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 January 2026, Waverly had approximately $30.6 billion in assets under management.
Pure, based in Lake Oswego, Oregon, is a registered investment advisor offering wealth management services. Pure has approximately $437 million in assets under management.
To read the press release: please click here.