WAVERLY ADVISORS, LLC
CRD #115332 SEC #801-60741 BIRMINGHAM, AL 205-871-3334
SEC Registered Private Funds
Total AUM
$28.3B
Discretionary
$23.3B
Employees
384
Clients
--
Accounts
34,313
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $28.3B | $23.3B | $5B | 384 | 69 |
| Dec 2025 | $28.3B | $23.3B | $5B | 384 | 69 |
| Nov 2025 | $28.3B | $23.3B | $5B | 371 | 69 |
| Nov 2025 | $25.1B | $21.3B | $3.8B | 347 | 69 |
| Nov 2025 | $25.1B | $21.3B | $3.8B | 347 | 69 |
| Oct 2025 | $25.1B | $21.3B | $3.8B | 336 | 69 |
| Sep 2025 | $19.2B | $18.4B | $762.1M | 290 | 69 |
| Jul 2025 | $16.1B | $15.7B | $469.3M | 281 | 69 |
| Apr 2025 | $16.1B | $15.7B | $469.3M | 281 | 69 |
| Mar 2025 | $16.1B | $15.7B | $469.3M | 279 | 69 |
| Mar 2025 | $14.6B | $14B | $527.9M | 261 | 25 |
| Jan 2025 | $14.5B | $14B | $527.9M | 261 | 25 |
| Jan 2025 | $14.5B | $14B | $527.9M | 254 | 25 |
| Dec 2024 | $14.5B | $14B | $527.9M | 254 | 25 |
| Nov 2024 | $13.3B | $12.8B | $481M | 250 | 25 |
| Oct 2024 | $13.3B | $12.8B | $481M | 209 | 25 |
| Oct 2024 | $11.4B | $11.1B | $242.4M | 153 | 25 |
| Apr 2024 | $11.4B | $11.1B | $242.4M | 153 | 25 |
| Apr 2024 | $10.1B | $9.8B | $230.9M | 142 | 25 |
| Mar 2024 | $10.1B | $9.8B | $230.9M | 142 | 25 |
| Jan 2024 | $7.9B | $7.7B | $197.6M | 136 | 26 |
| Apr 2023 | $5.8B | $5.5B | $252.4M | 83 | 17 |
| Mar 2023 | $5.5B | $5.2B | $331.9M | 80 | 17 |
| Mar 2023 | $4.5B | $4.3B | $170.4M | 77 | 19 |
| Oct 2022 | $4.5B | $4.3B | $170.4M | 63 | 19 |
| Oct 2022 | $4.5B | $4.3B | $170.4M | 63 | 19 |
| Jul 2022 | $4.5B | $4.3B | $170.4M | 63 | 19 |
| May 2022 | $4.5B | $4.3B | $170.4M | 43 | 19 |
| Apr 2022 | $4.5B | $4.3B | $170.4M | 43 | 19 |
| Mar 2022 | $4.5B | $4.3B | $170.4M | 43 | 19 |
| Feb 2022 | $3.3B | $3.2B | $57M | 49 | 22 |
| Jan 2022 | $3.3B | $3.2B | $57M | 49 | 22 |
| Jan 2022 | $3.3B | $3.2B | $57M | 49 | 22 |
| Nov 2021 | $3.3B | $3.2B | $57M | 49 | 22 |
| Jun 2021 | $3.3B | $3.2B | $57M | 49 | 22 |
| Apr 2021 | $3.3B | $3.2B | $57M | 49 | 22 |
| Mar 2021 | $3.3B | $3.2B | $57M | 49 | 22 |
| Oct 2020 | $2.7B | $2.6B | $62.7M | 49 | 18 |
| Jun 2020 | $2.7B | $2.6B | $62.7M | 49 | 18 |
| Mar 2020 | $2.7B | $2.6B | $62.7M | 49 | 18 |
| Mar 2019 | $2.5B | $2.5B | $53.2M | 50 | 14 |
| Oct 2018 | $2.5B | $2.4B | $131.1M | 49 | 13 |
| Mar 2018 | $2.5B | $2.4B | $131.1M | 49 | 13 |
| Aug 2017 | $2.4B | $2.3B | $122.2M | 50 | 800 |
| Apr 2017 | $2B | $1.1B | $878.1M | 51 | 800 |
| Mar 2017 | $1.9B | $1.1B | $820.9M | 41 | 800 |
| Mar 2017 | $1.9B | $1.1B | $820.9M | 41 | 800 |
| Jul 2016 | $1.9B | $1B | $837.8M | 44 | 700 |
| Mar 2016 | $1.8B | $976.7M | $792.6M | 43 | 700 |
| Oct 2015 | $1.8B | $1B | $799.2M | 31 | 700 |
| Mar 2015 | $1.8B | $1B | $789.7M | 29 | 700 |
| Nov 2014 | $1.8B | $1B | $778.8M | 29 | 700 |
| Jun 2014 | $1.8B | $1.1B | $774.4M | 30 | 700 |
| Mar 2014 | $1.7B | $1B | $721.3M | 31 | 700 |
| Sep 2013 | $1.6B | $961.5M | $646M | 29 | 600 |
| Aug 2013 | $1.6B | $961.5M | $646M | 29 | 600 |
| May 2013 | $1.6B | $959M | $650.3M | 32 | 600 |
| Mar 2013 | $1.5B | $889.4M | $586.8M | 31 | 600 |
| Dec 2012 | $1.3B | $887.3M | $382.5M | 30 | 600 |
| Jul 2012 | $1B | $631.4M | $400.3M | 11 | 600 |
| Apr 2012 | $864.7M | $510.4M | $354.3M | 11 | 600 |
| Mar 2012 | $864.7M | $510.4M | $354.3M | 11 | 600 |
| Aug 2011 | $508.9M | $266.1M | $242.8M | -- | -- |
| Aug 2011 | $508.9M | $266.1M | $242.8M | -- | -- |
| Mar 2011 | $508.9M | $266.1M | $242.8M | -- | -- |
| Dec 2010 | $404.8M | $220.7M | $184.1M | -- | -- |
| Jan 2010 | $404.8M | $220.7M | $184.1M | -- | -- |
| Apr 2009 | $378.3M | $209.5M | $168.9M | -- | -- |
| Mar 2009 | $378.3M | $209.5M | $168.9M | -- | -- |
| Feb 2009 | $289.4M | $157.4M | $132M | -- | -- |
| Nov 2007 | $351.5M | $331.6M | $19.9M | -- | -- |
| Mar 2007 | $309.3M | $291.7M | $17.7M | -- | -- |
| Mar 2007 | $309.3M | $291.7M | $17.7M | -- | -- |
| Mar 2006 | $215.5M | $123M | $92.5M | -- | -- |
| Jun 2005 | $159.5M | $82.8M | $76.7M | -- | -- |
| Mar 2004 | $99.6M | $0 | $99.6M | -- | -- |
| Oct 2003 | $66.7M | $0 | $66.7M | -- | -- |
DateDec 2025
Total AUM$28.3B
Discretionary$23.3B
Non-Disc.$5B
Employees384
Clients69
DateDec 2025
Total AUM$28.3B
Discretionary$23.3B
Non-Disc.$5B
Employees384
Clients69
DateNov 2025
Total AUM$28.3B
Discretionary$23.3B
Non-Disc.$5B
Employees371
Clients69
DateNov 2025
Total AUM$25.1B
Discretionary$21.3B
Non-Disc.$3.8B
Employees347
Clients69
DateNov 2025
Total AUM$25.1B
Discretionary$21.3B
Non-Disc.$3.8B
Employees347
Clients69
DateOct 2025
Total AUM$25.1B
Discretionary$21.3B
Non-Disc.$3.8B
Employees336
Clients69
DateSep 2025
Total AUM$19.2B
Discretionary$18.4B
Non-Disc.$762.1M
Employees290
Clients69
DateJul 2025
Total AUM$16.1B
Discretionary$15.7B
Non-Disc.$469.3M
Employees281
Clients69
DateApr 2025
Total AUM$16.1B
Discretionary$15.7B
Non-Disc.$469.3M
Employees281
Clients69
DateMar 2025
Total AUM$16.1B
Discretionary$15.7B
Non-Disc.$469.3M
Employees279
Clients69
DateMar 2025
Total AUM$14.6B
Discretionary$14B
Non-Disc.$527.9M
Employees261
Clients25
DateJan 2025
Total AUM$14.5B
Discretionary$14B
Non-Disc.$527.9M
Employees261
Clients25
DateJan 2025
Total AUM$14.5B
Discretionary$14B
Non-Disc.$527.9M
Employees254
Clients25
DateDec 2024
Total AUM$14.5B
Discretionary$14B
Non-Disc.$527.9M
Employees254
Clients25
DateNov 2024
Total AUM$13.3B
Discretionary$12.8B
Non-Disc.$481M
Employees250
Clients25
DateOct 2024
Total AUM$13.3B
Discretionary$12.8B
Non-Disc.$481M
Employees209
Clients25
DateOct 2024
Total AUM$11.4B
Discretionary$11.1B
Non-Disc.$242.4M
Employees153
Clients25
DateApr 2024
Total AUM$11.4B
Discretionary$11.1B
Non-Disc.$242.4M
Employees153
Clients25
DateApr 2024
Total AUM$10.1B
Discretionary$9.8B
Non-Disc.$230.9M
Employees142
Clients25
DateMar 2024
Total AUM$10.1B
Discretionary$9.8B
Non-Disc.$230.9M
Employees142
Clients25
DateJan 2024
Total AUM$7.9B
Discretionary$7.7B
Non-Disc.$197.6M
Employees136
Clients26
DateApr 2023
Total AUM$5.8B
Discretionary$5.5B
Non-Disc.$252.4M
Employees83
Clients17
DateMar 2023
Total AUM$5.5B
Discretionary$5.2B
Non-Disc.$331.9M
Employees80
Clients17
DateMar 2023
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$170.4M
Employees77
Clients19
DateOct 2022
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$170.4M
Employees63
Clients19
DateOct 2022
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$170.4M
Employees63
Clients19
DateJul 2022
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$170.4M
Employees63
Clients19
DateMay 2022
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$170.4M
Employees43
Clients19
DateApr 2022
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$170.4M
Employees43
Clients19
DateMar 2022
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$170.4M
Employees43
Clients19
DateFeb 2022
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$57M
Employees49
Clients22
DateJan 2022
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$57M
Employees49
Clients22
DateJan 2022
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$57M
Employees49
Clients22
DateNov 2021
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$57M
Employees49
Clients22
DateJun 2021
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$57M
Employees49
Clients22
DateApr 2021
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$57M
Employees49
Clients22
DateMar 2021
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$57M
Employees49
Clients22
DateOct 2020
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$62.7M
Employees49
Clients18
DateJun 2020
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$62.7M
Employees49
Clients18
DateMar 2020
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$62.7M
Employees49
Clients18
DateMar 2019
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$53.2M
Employees50
Clients14
DateOct 2018
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$131.1M
Employees49
Clients13
DateMar 2018
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$131.1M
Employees49
Clients13
DateAug 2017
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$122.2M
Employees50
Clients800
DateApr 2017
Total AUM$2B
Discretionary$1.1B
Non-Disc.$878.1M
Employees51
Clients800
DateMar 2017
Total AUM$1.9B
Discretionary$1.1B
Non-Disc.$820.9M
Employees41
Clients800
DateMar 2017
Total AUM$1.9B
Discretionary$1.1B
Non-Disc.$820.9M
Employees41
Clients800
DateJul 2016
Total AUM$1.9B
Discretionary$1B
Non-Disc.$837.8M
Employees44
Clients700
DateMar 2016
Total AUM$1.8B
Discretionary$976.7M
Non-Disc.$792.6M
Employees43
Clients700
DateOct 2015
Total AUM$1.8B
Discretionary$1B
Non-Disc.$799.2M
Employees31
Clients700
DateMar 2015
Total AUM$1.8B
Discretionary$1B
Non-Disc.$789.7M
Employees29
Clients700
DateNov 2014
Total AUM$1.8B
Discretionary$1B
Non-Disc.$778.8M
Employees29
Clients700
DateJun 2014
Total AUM$1.8B
Discretionary$1.1B
Non-Disc.$774.4M
Employees30
Clients700
DateMar 2014
Total AUM$1.7B
Discretionary$1B
Non-Disc.$721.3M
Employees31
Clients700
DateSep 2013
Total AUM$1.6B
Discretionary$961.5M
Non-Disc.$646M
Employees29
Clients600
DateAug 2013
Total AUM$1.6B
Discretionary$961.5M
Non-Disc.$646M
Employees29
Clients600
DateMay 2013
Total AUM$1.6B
Discretionary$959M
Non-Disc.$650.3M
Employees32
Clients600
DateMar 2013
Total AUM$1.5B
Discretionary$889.4M
Non-Disc.$586.8M
Employees31
Clients600
DateDec 2012
Total AUM$1.3B
Discretionary$887.3M
Non-Disc.$382.5M
Employees30
Clients600
DateJul 2012
Total AUM$1B
Discretionary$631.4M
Non-Disc.$400.3M
Employees11
Clients600
DateApr 2012
Total AUM$864.7M
Discretionary$510.4M
Non-Disc.$354.3M
Employees11
Clients600
DateMar 2012
Total AUM$864.7M
Discretionary$510.4M
Non-Disc.$354.3M
Employees11
Clients600
DateAug 2011
Total AUM$508.9M
Discretionary$266.1M
Non-Disc.$242.8M
Employees--
Clients--
DateAug 2011
Total AUM$508.9M
Discretionary$266.1M
Non-Disc.$242.8M
Employees--
Clients--
DateMar 2011
Total AUM$508.9M
Discretionary$266.1M
Non-Disc.$242.8M
Employees--
Clients--
DateDec 2010
Total AUM$404.8M
Discretionary$220.7M
Non-Disc.$184.1M
Employees--
Clients--
DateJan 2010
Total AUM$404.8M
Discretionary$220.7M
Non-Disc.$184.1M
Employees--
Clients--
DateApr 2009
Total AUM$378.3M
Discretionary$209.5M
Non-Disc.$168.9M
Employees--
Clients--
DateMar 2009
Total AUM$378.3M
Discretionary$209.5M
Non-Disc.$168.9M
Employees--
Clients--
DateFeb 2009
Total AUM$289.4M
Discretionary$157.4M
Non-Disc.$132M
Employees--
Clients--
DateNov 2007
Total AUM$351.5M
Discretionary$331.6M
Non-Disc.$19.9M
Employees--
Clients--
DateMar 2007
Total AUM$309.3M
Discretionary$291.7M
Non-Disc.$17.7M
Employees--
Clients--
DateMar 2007
Total AUM$309.3M
Discretionary$291.7M
Non-Disc.$17.7M
Employees--
Clients--
DateMar 2006
Total AUM$215.5M
Discretionary$123M
Non-Disc.$92.5M
Employees--
Clients--
DateJun 2005
Total AUM$159.5M
Discretionary$82.8M
Non-Disc.$76.7M
Employees--
Clients--
DateMar 2004
Total AUM$99.6M
Discretionary$0
Non-Disc.$99.6M
Employees--
Clients--
DateOct 2003
Total AUM$66.7M
Discretionary$0
Non-Disc.$66.7M
Employees--
Clients--