Best-in-State · rank 75 · Birmingham, Alabama · listed firm: WA Asset Management
Identity & firm
- Firm — Waverly Advisors, LLC (high)
- “Waverly Advisors, LLC (formerly WA Asset Management/WAAM)” — firm_official
- Parent company — independent (high)
- “Fee-only fiduciary (not a wirehouse)” — sec_finra_regulatory
- Firm type — independent_ria (high)
- “Independent Registered Investment Adviser (RIA), SEC-regulated” — sec_finra_regulatory
- Team name — Waverly Advisors (high)
- “Waverly Advisors combines the personal, relationship-driven experience of a boutique family office with the depth and capabilities of a comprehensive wealth management firm.” — firm_official
- Team size — 480 (high)
- “480+ dedicated team members” — firm_official
- CRD — 2321505 (high)
- “Individual CRD Number: 2321505” — sec_finra_regulatory
- Years experience — 18 (high)
- “18 years in financial services industry” — firm_official
- Designations — CFP (high)
- “CFP (Certified Financial Planner) ®” — firm_official
Book of business
- Team AUM ($M) — 18200 (high)
- “Team Assets (Custodied): $18.2B” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — 7.5 (high)
- “Typical Net Worth of Relationships: $5-10M” — forbes_shook
- Client niche — high-net-worth individuals and families, business owners, trusts and endowments (high)
- “Advises high-net-worth individuals and families on comprehensive financial matters including retirement planning, investment management, financial planning, tax strategy, trust and estate planning, and multi-generational” — firm_official
- Custodians — Schwab, Fidelity, Pershing, Raymond James (high)
- “Independent, unaffiliated custodians including Schwab, Fidelity, Pershing, Raymond James, and others (Waverly holds no client assets directly)” — firm_official
- Fee model — aum_fee (high)
- “Fee-only model (no commissions)” — firm_official
Positioning & marketing
- Website url — https://waverly-advisors.com/people/david-m-foreman/ (high)
- “David Foreman profile page on Waverly Advisors website” — firm_official
- Value proposition (verbatim) — Wealth management designed for what matters most. Your family. Your legacy. Your goals. (high)
- “Wealth management designed for what matters most. Your family. Your legacy. Your goals.” — firm_official
- Differentiators — Fiduciary commitment and fee-only model, Integrated multi-disciplinary team approach, National scale with boutique experience, Comprehensive wealth management including tax and estate planning (high)
- “At Waverly Advisors, serving others is at the heart of what we do. We bring together investment management, financial planning, tax strategy, and estate planning to help clients make thoughtful decisions with greater cla” — firm_official
- Content marketing — active (high)
- “Macroeconomic research, trading strategies, financial insights, and industry updates published regularly” — social_or_third_party_db
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/company/waverlyadvisors-llc (high)
- “Waverly Advisors, LLC on LinkedIn with 1,851 followers” — social_or_third_party_db
- Social presence — linkedin_active, x, instagram (high)
- “@WaverlyAdvisors on Twitter/X and @waverlyadvisors on Instagram with active posting” — social_or_third_party_db
- Press awards — Forbes 2026 Best-In-State Wealth Advisors #75 (Alabama), Barron's Top 100 RIA Firms (2023+), FA Magazine Top RIA (2026), FA Magazine 50 Fastest Growers (2026) (high)
- “#75 on Forbes 2026 Best-In-State Wealth Advisors (Alabama)” — forbes_shook
Visual brand
- Has distinct logo — yes (high)
- “Official rebrand from Warren Averett Asset Management (WAAM) to Waverly Advisors completed October 2022” — firm_official
- Logo url — https://waverly-advisors.com/wp-content/uploads/2026/05/logo.svg (high)
- “SVG logo from page markup” — firm_official
- Visual brand notes — Modern professional design; custom branding guidelines post-2022 rebrand from Warren Averett to Waverly Advisors (high)
- “Sophisticated Wealth Simplified brand tagline with modern professional visual identity” — firm_official
