Waverly Advisors

3 add-ons

3 deals covered

Backed by Wealth Partners Capital Group and HGGC. In our coverage since June 3, 2026. Follow by RSS

Tuesday, July 28

1 deal

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.

Target: InVista Advisors
Backed by: Wealth Partners Capital Group, HGGC
Source: finance.yahoo.com

Thursday, June 18

1 deal

Add-onFinancial Services

Waverly Advisors adds Smithfield Trust Company

The deal adds a fiduciary trust and estate administration firm with approximately $3 billion in client assets to the Wealth Partners Capital Group- and HGGC-backed Waverly platform.

Target: Smithfield Trust
Backed by: Wealth Partners Capital Group, HGGC
Source: Business Wire

Wednesday, June 3

1 deal

Add-onFinancial Services

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.

Target: WealthPlans
Source: Business Wire