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- Custodian
- Charles Schwab & Company · Fidelity/NFS · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Accredited Investors
Asset Classes
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Owner & Executives
JOHN BROWN COX JR.
Chief Economist
- CRD
- #4597091
- Ownership
- Less than 5%
BRENT JOSEPH GUNN
Advisor, Chief Information Officer
- CRD
- --
- 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 225 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,130,710,448 | $736,841 |
| Non-Discretionary | $4,650,355,171 | $2,901,033 |
| Total | $29,781,065,619 | $833,993 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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