EFP Advisors joins Waverly’s growing team in Mississippi, representing a significant milestone in Waverly’s history as it brings the firm’s total assets under management to over $10 billion.
As we strive to be a leader in our industry, Waverly finds value in participating in the top award & rankings competitions, proving to ourselves, our clients and our peers that we are a firm to watch.
In the PressThis acquisition marks Waverly’s second transaction of 2024, and further expands the firm’s footprint in Mississippi, after acquiring Jackson-based RIA SoundPath Investment Advisors in Q3 of 2023.
Awards & RankingsBarron's 2023 Top 100 RIAs Citywire RIA 2023 50 Fastest Growing RIA Firms in America
Third Quarter Market UpdateThe Fed raised rates, inflation came down, and the labor market…got stronger...