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- Custodian
- Charles Schwab & Company · Fidelity/NFS · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-15-2000
- Office Locations
- 43
Office Locations
About Waverly Advisors, LLC
Waverly Advisors is a fee-only, fiduciary RIA founded in 1999 in Birmingham, Alabama. The firm delivers integrated wealth management—investment management plus tax and estate strategies, retirement, education and risk planning—along with business, family office, trust, institutional consulting and corporate retirement plan services, including dedicated planning for women. Waverly has expanded through aligned partnerships (Wealth Partners Capital Group and HGGC’s Aspire) and a nationwide footprint across 18 states.
Reported data analysis
What the numbers show
Between December 23, 2025 and June 3, 2026, reported AUM increased 5.4%, from $28.3B to $29.8B.
Across 5 reported observations, AUM increased 566.9% between October 19, 2022 and June 3, 2026, from $4.5B to $29.8B.
Of the latest reported AUM, 84.4% is discretionary and 15.6% is non-discretionary.
The firm reports 197 advisory representatives and 13,758 clients, or 69.8 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 43 reported office locations and 26 years in operation. The source data was last updated on August 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Waverly Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
THOMAS JAMES CLAUD III
Chief Compliance Officer, Deputy Chief Compliance Officer
- CRD
- #6353290
- Ownership
- Less than 5%
JOHN BROWN COX JR.
Chief Economist
- CRD
- #4597091
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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Charles Thomas Adair
--
- CRD
- #7974714
JOHN RANDOLPH ADAMS JR.
Partner
- CRD
- #5307151
Showing 2 of 224 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,221,716,945 | $736,841 |
| Non-Discretionary | $4,650,355,171 | $2,901,033 |
| Total | $29,872,072,116 | $833,993 |
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Separately Managed Accounts
SMA allocation detail is available
Waverly Advisors, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Waverly Advisors, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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