ria

Waverly Advisors

BIRMINGHAM, AL

CRD: 115332

In network coverage since August 26, 2026 · 14 stories

$29.9BRegulatory AUMSEC Form ADV · Oct 17

414EmployeesForm ADV

4Deals on our tracker

+2Talent net · 12 months2 in · 0 out

Regulatory AUM · Aug 29 – Oct 17

Observed recruiting events · 12 monthsOn the wire →

Net +2 · 2 incoming events · 0 outgoing events

Arrivals

Michael Stalker

Oct 14 · from MCS Family Wealth Advisors

MCS Family Wealth Advisors LLC

Oct 14 · from MCS Family Wealth Advisors

Departures

None tracked.

Deal recordFull tracker →

Oct 15, 26Deal announcedMCS Family Wealth Advisors · $151M — coverage

Oct 12, 26Deal announcedMCS Family Wealth Advisors · $151M — coverage

Sep 30, 26Deal announcedHeartwood Wealth Advisors · $1.7B — coverage

Sep 28, 26Deal announcedHeartwood Wealth Advisors · $1.7B — coverage

Network coverage

The Close

Beacon Pointe adds $1.35B across three RIAs, passing $70B

The trio includes a roughly $1 billion California and Texas planner and two firms under $250 million; Wealthspire also bought a London wealth manager.

Features · Oct 19Goldman Sachs and Phoenix Financial announce $4 billion client-asset transaction

Deals & PE · Oct 18Apella and Waverly announce RIA acquisitions of $261M and $151M

Deals & PE · Oct 17Apella acquiring Blue Spark; Waverly adding MCS; CohnReznick to add Aldrich

M&A · Oct 16Apella acquires $261M Blue Spark; Waverly acquires $151M MCS Family Wealth Advisors

Deals & PE · Oct 15CohnReznick to add Aldrich's $8B wealth practice in mid-December deal

Deals & PE · Oct 14VestGen Wealth Partners secures credit facility from Willow Tree for Midwest RIA deals

M&A · Oct 13Waverly Advisors buys $151M Oregon RIA; Apella Wealth adds $261M Blue Spark

M&A · Oct 1Nuveen closes Schroders deal without disclosing price or cost savings; 12-to-18-month separation planned

M&A · Sep 30Hightower agrees to buy $752M Sandy Cove for its W-2 channel

Deals & PE · Sep 29Canyon and Castlelake file zero-sold credit funds as Nscale SPV sells $2.5M

M&A · Sep 29Waverly to buy a $1.7B Richmond RIA, its 36th deal since Aspire's 2021 stake

M&A · Sep 25Verdence's second deal tests whether the roll-up can staff itself

The Close · Aug 26The 89% question hanging over RIA M&A