ria
Waverly Advisors
BIRMINGHAM, AL
CRD: 115332
In PWD coverage since August 26, 2026 · 6 stories
$29.9BRegulatory AUMSEC Form ADV · Sep 25
414EmployeesForm ADV
2Deals 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 →
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.