WAVERLY ADVISORS, LLC

600 University Park Place
Suite 501
Birmingham, Alabama 35209
Tel: 205-871-3334

About WAVERLY ADVISORS, LLC

WAVERLY ADVISORS, LLC, formally registered with the SEC as WAVERLY ADVISORS, LLC. The firm was established in 11/30/2001. They have over 36 offices throughout the country.

WAVERLY ADVISORS, LLC is a Birmingham, Alabama based Financial Planning firm with nearly $14,539,829,905 assets under management, offering retirement planning & investment advisory services to 22135 clients. The firm is staffed with 261 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	115332
SEC#	801-60741
Assets Managed by Firm	$14,539,829,905
No. of Clients	22135
No. of Advisors	261

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	22135	$14,539,829,905
Individuals (other than high net worth individuals)	5304	$2,266,617,264
High net worth individuals	2619	$9,921,797,547
Pension and profit sharing plans	258	$1,440,989,276
Charitable organizations	42	$428,081,094
Corporations or other businesses	82	$275,818,216

More Retirement Planning firms in Birmingham, Alabama:

Firm Name	Assets Under Management	Total Clients	Total Advisors
HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42
STONEGATE INVESTMENT GROUP, LLC 2005 Stonegate Trail, Suite # 101 Birmingham, AL, 35242	$5,670,936,072	2768	14

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