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Friday, October 2, 2026The Morning Brief →Sign in
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Waverly Advisors

BIRMINGHAM, AL
CRD: 115332
In PWD coverage since August 26, 2026 · 6 stories
$29.9BRegulatory AUMSEC Form ADV · Sep 26
414EmployeesForm ADV
2Deals on our tracker
Regulatory AUM · Aug 29 – Sep 26
Deal recordFull tracker →
Sep 30, 26Deal announcedHeartwood Wealth Advisors · $1.7B — coverage
Sep 28, 26Deal announcedHeartwood Wealth Advisors · $1.7B — coverage
PWD coverage
M&A

Nuveen closes Schroders deal without disclosing price or cost savings; 12-to-18-month separation planned

The combined manager holds $2.6 trillion in assets, and the release claims top-ten positions in active equities, fixed income and private markets.
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
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