Waverly Advisors, based in Birmingham, AL, is ranked No. 59 on the 2022 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.
Total AUM: $5.2B
Years in Business:Â 23
Accounts Under Management: 5,781
Previous appearances on FA 100 List:Â 0
Principals:
Joshua Reidinger, Chief Executive Officer
Justin Russell, President
Contact:
600 University Park Place, Suite 501, Birmingham, AL 35209
(205) 871-3334