Waverly Advisors adds InVista Advisors
Adds approximately $332 million in assets under management and a fifth Alabama office to the RIA platform backed by Wealth Partners Capital Group and HGGC.
Takeaways
- InVista Advisors is a Registered investment adviser serving individuals, families, and business owners.
- Waverly Advisors is acquiring InVista Advisors with backing from Wealth Partners Capital Group and HGGC.
Waverly Advisors has acquired InVista Advisors, a Montgomery, Alabama-based registered investment adviser serving individuals, families, and business owners.
The firm manages roughly $332 million in client assets and brings an eight-person team to the platform, with John McDonald, Michael Barranco and Austin Barranco joining Waverly as Partners and Wealth Advisors.
The acquisition marks Waverly's 35th transaction since taking an equity investment from Wealth Partners Capital Group and HGGC in December 2021, and establishes its fifth Alabama location.
Waverly, which oversees approximately $35.6 billion in total assets, added Maryland-based RIA WealthPlans in June 2026.
"This transaction reflects Waverly's continued success in executing a highly strategic and selective acquisition strategy," said Mac Selverian, Partner at WPCG.
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