A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalFamily Office DailyYou’re reading this editionInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Family Office Daily
Independent intelligence on family offices and private capital
Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
ria

Waverly Advisors

BIRMINGHAM, AL
CRD: 115332
In PWD coverage since August 26, 2026 · 6 stories
$29.9BRegulatory AUMSEC Form ADV · Oct 3
414EmployeesForm ADV
2Deals on our tracker
Regulatory AUM · Aug 29 – Oct 3
Deal recordFull tracker →
Sep 30, 26Deal announcedHeartwood Wealth Advisors · $1.7B — coverage
Sep 28, 26Deal announcedHeartwood Wealth Advisors · $1.7B — coverage
PWD coverage
M&A

Nuveen closes Schroders deal without disclosing price or cost savings; 12-to-18-month separation planned

The combined manager holds $2.6 trillion in assets, and the release claims top-ten positions in active equities, fixed income and private markets.
M&A · Sep 30Hightower agrees to buy $752M Sandy Cove for its W-2 channel
Deals & PE · Sep 29Canyon and Castlelake file zero-sold credit funds as Nscale SPV sells $2.5M
M&A · Sep 29Waverly to buy a $1.7B Richmond RIA, its 36th deal since Aspire's 2021 stake
M&A · Sep 25Verdence's second deal tests whether the roll-up can staff itself
The Close · Aug 26The 89% question hanging over RIA M&A
Daily · 7:40 a.m. ET

The Family Office Daily Briefing

Family-office news, investment decisions, and operating intelligence, in your inbox daily at 7:40 a.m. ET. Free.