Waverly Advisors, LLC

Waverly Advisors, LLC is an SEC‑registered enterprise adviser serving individuals (including high‑net‑worth clients), corporations, retirement plans and pooled investment vehicles. The firm offers discretionary and non‑discretionary portfolio management, financial planning, retirement‑plan fiduciary services and consulting, and manages or sub‑advises a mix of separate accounts and pooled funds, including an affiliated ETF.

The firm’s investment process is overseen by an investment committee and combines centrally designed and customized strategies across traditional and alternative asset classes, with allocation and rebalancing tailored to client objectives and risk tolerances. Waverly uses internal portfolio teams, third‑party sub‑advisers and technology platforms for account aggregation and execution, and conducts ongoing due diligence for private fund and alternative allocations.

What is distinctive about Waverly is its level of vertical integration and affiliated businesses disclosed in its ADV: it is affiliated with a tax, accounting and business‑consulting affiliate, owns a state‑chartered non‑depository trust company, and serves as adviser or general partner to affiliated private real‑estate funds while also managing the GGM Macro Alignment ETF. The firm also discloses affiliated legal and banking/trust relationships and describes policies and disclosures it uses to address related conflicts of interest.