firm profile
Waverly Advisors, LLC
Overview
Waverly Advisors, LLC is an SEC registered investment adviser based in Birmingham, AL, registered since 1999. It reports $29.9B in assets under management across 35,709 accounts, with 414 employees. It has 217 investment adviser representatives.
- Reported AUM
- $29.9B
- Discretionary
- 84%
- Accounts
- 35,709
- Average account
- $837K
- Employees
- 414
- Advisory reps
- 217
- Registered since
- 1999
- Jurisdictions
- 51
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees
Executive officers 3 of 8
- Justin Thomas Russell President, Chief Executive Officer CRD 4720377
- Brent Joseph Gunn Chief Information Officer CRD 7721128
- James Robert Lazenby Chief Financial Officer CRD 7493760
5 more executive officers, with direct contact details
Advisory reps 3 of 217
- Charles Thomas Adair Investment Adviser Rep CRD 7974714
- John Randolph Adams Jr. Investment Adviser Rep CRD 5307151
- Mark John Aloisio Insurance Agent · Investment Adviser Rep CRD 5674844
214 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 600 University Park Pl Ste 501
Birmingham, AL 35209 - County
- Jefferson
- Metro area
- Birmingham-Hoover, AL
- Region
- South
Registrations
- SEC registered
- Registered in 51 jurisdictions
- Website: waverly-advisors.com
Every state, with registration dates
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