#48 of all scored RIAs nationally · higher than 98% of them
Results 47 of 60 · Drivers 32 of 40 · scored 2026-11-10 · how it works
From Form ADV, 2024 to 2026. Growth is scored against the 100 RIAs closest to Waverly Advisors, LLC in assets and average client size; shrinking counts below zero. They move when the firm files.
Ahead of 77% of its peers. Individual clients, 2024 to 2026, with clients of firms it acquired taken out. Fewer clients than two years ago counts below zero.
Ahead of 82% of its peers. Assets, 2024 to 2026, with acquired firms' assets taken out. Growing more than 5 points slower than a 60/40 portfolio over the same dates counts below zero: clients took money out.
Ahead of 78% of its peers. Advisors who joined less advisors who left since the end of 2023, for the firm's size. Losing more than it gained counts below zero.
What the fastest-growing firms do more often, from the firm's website, its Form ADV and its Advicer.bio page. These can change this week.
Open Waverly Advisors, LLC's TNT Tracker → Ten steps, one at a time, with prizes along the way.
Want the whole picture? The peer report puts Waverly Advisors, LLC against each of these 100 peers, chart by chart, with the moves to make first.
Scored weekly. The line starts with the next weekly score.