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Tuesday, September 29, 2026The Morning Brief →Sign in
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Waverly Advisors

BIRMINGHAM, AL
CRD: 115332
In PWD coverage since August 26, 2026 · 4 stories
$29.9BRegulatory AUMSEC Form ADV · Sep 25
414EmployeesForm ADV
1Deals on our tracker
-11Talent net · 12 months0 in · 11 out
Regulatory AUM · Aug 28 – Sep 25
Talent flow · 12 monthsOn the wire →
Net -11 · 0 arrivals · 11 departures
Arrivals
None tracked.
Departures
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
Deal recordFull tracker →
Sep 28, 26Deal announcedHeartwood Wealth Advisors · $1.7B — coverage
PWD coverage
Deals & PE

Canyon and Castlelake file zero-sold credit funds as Nscale SPV sells $2.5M

Five vehicles registered on Sept. 28 report no sales; D. Boral's Nscale series placed $2.5 million of a $3 million offering.
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
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