1 Followers on Owler
OverviewCompetitorsAcquisitionsNews & Insights

Waverly Advisors Acquisitions

Waverly Advisors has acquired 21 companies and its latest acquisition was Fiduciary Wealth Advisors on Apr 2025

Unlock 18 more acquisitions →
COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Fiduciary Wealth Advisors

Apr 2025

Source »
undisclosed
-
NBW Capital, LLC

Apr 2025

Source »
undisclosed
-
GGM Wealth Advisors

Mar 2025

Source »
undisclosed
-
Dickinson Investments Llc

Jan 2025

Source »
undisclosed
-
Planning Capital Management Corp.

Dec 2024

Source »
undisclosed
-

Frequently Asked Questions about Waverly Advisors

  1. What companies did Waverly Advisors acquire?

    Companies acquired by Waverly Advisors include Fiduciary Wealth Advisors, NBW Capital and GGM Wealth Advisors

  2. How many acquisitions does Waverly Advisors have?

    Waverly Advisors has acquired 21 companies including Fiduciary Wealth Advisors, NBW Capital and GGM Wealth Advisors.

  1. How many acquisitions did Waverly Advisors make in 2025?

    In 2025 Waverly Advisors acquired 4 companies including Fiduciary Wealth Advisors, NBW Capital and GGM Wealth Advisors.