Waverly Advisors, LLC

Building strong, interconnected investment strategies that support every aspect of wealth management.

Financial advisor in Lake Oswego, OR (show on map)

5.0

★★★★★

36 reviews

Fee-only Registered Investment Adviser providing integrated financial planning, investment management, tax, estate, and retirement services.

Call (877) 261-0015

Navigate to Visit website

About

Founded in 1999 in Birmingham, Alabama, Waverly Advisors, LLC is a fee-only Registered Investment Adviser operating under a fiduciary standard. The firm believes in building strong, interconnected investment strategies that support every aspect of wealth management.

With $35.5 billion in AUM, 450+ team members, and 51 office locations in 20 states, Waverly delivers customized financial guidance through services including Private Client Services, Business Services, Women's Wealth, Family Office, Trust Services, Institutional Consulting, and Corporate Retirement Plans. The firm has been recognized by USA Today as #2 Nationwide in 2026 and has expanded through acquisitions of WealthPlans, Cooley & Associates, and TruWealth Advisors.

Fee-only Registered Investment Adviser operating under fiduciary standard

$35.5 billion in AUM as of May 2026

450+ team members with 17+ credentials

51 office locations in 20 states nationwide

Integrated financial plans coordinating investment, tax, estate, and retirement services

USA Today 2026 Ranked #2 Nationwide

Specialized Waverly Women practice led by women advisors

401(k) Complete comprehensive retirement plan solution

Services

Private Client Services

Blending investment management, tax, estate, retirement, education, risk management and financial planning services for individuals and families.

Investment Management Tax Planning Estate Planning Retirement Planning Education Planning Risk Management

Waverly Business Services

Blending accounting, tax, individual planning, asset management, and business optimization services for business owners and corporate clients.

Accounting Services Tax Planning Business Optimization Asset Management Succession Planning QuickBooks ProAdvisor Support

Waverly Women

Comprehensive financial planning and investment management services tailored specifically for women, led by women advisors.

Comprehensive Financial Planning Asset Management Investment Education Estate Planning Income Tax Planning Retirement Planning Insurance Review Medicare and Social Security Planning Mediation Support

Family Office

Managing high-performing families' investment portfolio, estate planning, real estate, staff and other provisions.

Investment Portfolio Management Estate Planning Real Estate Advisory Staff Management Customized Trust Solutions

Trust Services

Dedicated relationship manager provides thoughtful, customized trust solutions based on client goals, values, and family dynamics.

Customized Trust Solutions Dedicated Relationship Manager Estate Planning Integration Family Dynamics Consideration

Institutional Consulting

Providing academic institutions, religious foundations and community grant makers a trusted advisor to ensure their ongoing strength.

Academic Institution Advisory Religious Foundation Consulting Community Grant Maker Advisory Fiduciary Guidance

Credentials & Certifications

Registered Investment Adviser

Since 1999

Fiduciary Standard

Since 1999

CPA

CFP®

CFA®

CIMA

AWMA

CDFA®

CWS

AEP

J.D.

Reviews

Rating

★★★★★

Reviews

"Julie is the best always helpful and knowledgeable."

Frequently Asked Questions

What types of financial services does Waverly Advisors offer? +

Waverly Advisors offers Private Client Services, Business Services, Women's Wealth, Family Office, Trust Services, Institutional Consulting, and Corporate Retirement Plans, blending investment management, tax, estate, and financial planning services.

Is Waverly Advisors a fiduciary? +

Yes, Waverly Advisors operates as a fee-only Registered Investment Adviser under a fiduciary standard, committed to putting clients' best interests at the center of every decision.

What is the Waverly Women service? +

Waverly Women is a tailored financial offering led by women advisors that combines expertise in financial, investment, tax, and estate planning into a specialized bundle of services designed specifically for women.

Does Waverly Advisors provide legal or insurance services? +

No. Waverly Advisors, LLC does not serve as an attorney, accountant, or insurance agent. It does not prepare legal documents nor sell insurance products.

What credentials do Waverly Advisors' team members hold? +

The firm's team holds 17+ credentials including CPA, CFP®, CFA®, CIMA, AWMA, J.D., CDFA®, and CWS among others.

How many offices does Waverly Advisors have? +

Waverly Advisors has 51 office locations in 20 states nationwide.

What recent acquisitions has Waverly Advisors made? +

Waverly Advisors acquired WealthPlans and Cooley & Associates (June 2026) and TruWealth Advisors (April 2026). The WealthPlans and Cooley & Associates acquisition contributed approximately $250 million in AUM.

What is the Waverly Women approach to financial planning? +

Waverly Women partners with clients to provide comprehensive financial planning through collaborative investment, tax, estate, and financial planning services, with regular communication and a tailored portfolio approach.