PE-Backed Waverly Advisors Purchases McShane Partners
McShane was founded in 1985 as one of the first fee-only RIAs in Charlotte.
Source: themiddlemarket.com
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Merrillville-based StrategIQ Financial Group with $1.5 billion in assets under management acquired by Alabama firm
Merrillville-based StrategIQ Financial Group, formerly Strategic Financial Group, was acquired by an Alabama-based firm.
Source: nwitimes.com
Waverly Advisors Adds Largest Firm, $1.5B StrategIQ Financial
The Birmingham, Ala.-based RIA has the investment advisory business of StrategIQ Financial Group, adding $1.5 billion in assets.
Source: wealthmanagement.com
Waverly Advisors Acquires Rainsberger Wealth Advisors
BIRMINGHAM, Ala., October 24, 2023--Waverly expands into Colorado with the acquisition of Rainsberger Wealth Advisors.
Source: yahoo.com
WA Asset Management Acquires BT Wealth Management
Atlanta RIA joins WA Asset Management as the recently staked Southeastern firm plans a makeover.
Source: wealthmanagement.com