{"url":"https://nivawealth.com/firms/waverly-advisors-115332","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/115332","regulatoryAum":29872072116,"crd":"115332","secFileNumber":"801-60741","legalName":"Waverly Advisors, LLC","displayName":"Waverly Advisors","website":"https://www.waverly-advisors.com","linkedinUrl":"https://www.linkedin.com/company/waverlyadvisors-llc/","founded":null,"organization":"Alabama limited liability company","fiscalYearEnd":"December","headquarters":{"street":"600 University Park Place, Suite 501","city":"Birmingham","state":"AL","stateName":"Alabama","country":"United States","postalCode":"35209"},"tradeNames":["401k Complete","Promus"],"registration":{"secApproved":"30 November 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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Waverly Advisors have?","answer":"Waverly Advisors has 192 investment adviser representatives registered with state securities authorities, out of 414 employees, and 197 perform investment advisory functions. 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filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}