Waverly Advisors Acquires Silicon Hills Wealth Management
06/20/23, 1:12 PM
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Waverly Advisors, LLC (“Waverly”), a registered investment advisor (“RIA”) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired Silicon Hills Wealth Management (“Silicon Hills”) based in Austin, Texas. This transaction represents a significant milestone for Waverly’s national growth plans. Since 2021, the firm has extended its regional footprint across the Southeast; this partnership is Waverly’s first in the Southwest region.
Company Info
Location
Birmingham, Alabama, United States
Company info
Waverly Advisors, LLC (“Waverly”) is a fee-only federally registered investment adviser that serves the investment management and wealth planning needs of a diverse group of clients, including high-net-worth individuals and families, corporate retirement plans, trusts, endowments, and institutions. Waverly manages approximately $16.4 billion in assets (as of 1.10.2025) and offers collaborative investment, tax, estate, and financial planning services. Founded in 1999 in Birmingham, Alabama, the company has 35 offices across the U.S. and a team of over 250 professionals who hold many of the industry’s most prestigious credentials.