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Waverly Advisors
Add-on·Financial/Wealth Management·June 3, 2026

Waverly Advisors adds WealthPlans

The Frederick, Md. advisory firm adds a Maryland office to Waverly’s wealth management platform for high-net-worth, retirement-plan and institutional clients.

Buyout Desk NewsroomAnnounced June 3, 20261 min read
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Takeaways

  • WealthPlans is a wealth management firm.
  • Waverly Advisors is acquiring WealthPlans.
  • The source materials place the business in Frederick, MD.
BuyerWaverly Advisors
TargetWealthPlans
TypeAdd-on
GeographyFrederick, MD
IndustryFinancial
Sub-sectorWealth Management

Waverly Advisors acquired WealthPlans, a Frederick, Md.-based wealth management firm, as an add-on to its registered investment adviser platform.

Waverly serves high-net-worth individuals, corporate retirement plans and institutional clients with investment management, financial planning and wealth management solutions.

The transaction adds a Maryland advisory office to the Birmingham, Ala.-based firm’s wealth management platform.

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