On January 3, 2024, Waverly Advisors announced that it acquired StrategIQ Financial Group.
Under the terms of the transaction, Waverly Advisors, LLC (“Waverly”) has acquired StrategIQ Financial Group, LLC (“StrategIQ”). Further terms of the deal were not disclosed.
Waverly, based in Birmingham, Alabama, is a fee-only registered investment advisor that provides investment management, financial planning, and wealth management services. As of January 1, 2024, Waverly had approximately $9.8 billion in assets under management.
StrategIQ, based in Merrillville, Indiana, is a registered investment advisor that provides financial planning and wealth management services. As of January 1, 2024, StrategIQ had approximately $1.5 billion in assets under management.
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