About Waverly Advisors LLC
Waverly Advisors LLC is a Financial Service company, headquartered in Birmingham, with 201 - 500 employees and annual revenue of $5M - $20M.
At Waverly, we have been making the complex simple since 1999. Our Firm offers comprehensive investment management and financial planning services that are grounded in strong personal relationships, a disciplined approach and independent advice. Whether you are looking to develop a plan to achieve m...
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Waverly Advisors LLC Company Highlights
Phone Number
(800) 759-xxxx
Corporate Office Address
600 University Park Place
Birmingham, 35209
Website
Waverly Advisors LLC Org
Waverly Advisors LLC has 18 VP, 22 Director, 18 Manager, 10 Senior, and 112 Other employees.
Waverly Advisors LLC Decision Makers
- CEOClay McDaniel
- CFOJames Lazenby
Waverly Advisors LLC's Tech Stack
Frequently Asked Questions About
Waverly Advisors LLC
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Who is the CEO of Waverly Advisors LLC?
The CEO of Waverly Advisors LLC is Clay McDaniel. See full contact details ›
Who is the CFO of Waverly Advisors LLC?
The CFO of Waverly Advisors LLC is James Lazenby. See full contact details ›
How many senior employees does Waverly Advisors LLC have?
Waverly Advisors LLC has 68 senior employees that are typically used for decision making.
Who are the key decision makers at Waverly Advisors LLC?
Key decision makers at Waverly Advisors LLC include Clay McDaniel (CEO) and James Lazenby (CFO). See full contact details ›
What technologies does Waverly Advisors LLC use?
Waverly Advisors LLC uses technologies including Adobe, Adobe Creative Suite, and Bloomberg.
How do I contact Waverly Advisors LLC?
To contact Waverly Advisors LLC, visit waverly-advisors.com.
What companies are similar to Waverly Advisors LLC?
Companies similar to Waverly Advisors LLC include Visa, The Depository Trust & Clearing Corporation, and IQ-EQ.
Where is Waverly Advisors LLC headquartered?
Waverly Advisors LLC is headquartered at 600 University Park Place, Birmingham.
What is the main phone number for Waverly Advisors LLC?
The main phone number for Waverly Advisors LLC is (800) 759-xxxx.
What is the official website for Waverly Advisors LLC?
The official website for Waverly Advisors LLC is waverly-advisors.com.
What is the annual revenue of Waverly Advisors LLC?
The annual revenue of Waverly Advisors LLC is $5M - $20M.
How many employees does Waverly Advisors LLC have?
Waverly Advisors LLC has 201 - 500 employees.
What industry is Waverly Advisors LLC in?
Waverly Advisors LLC is in the Financial Service industry.
Last updated: June 19, 2025