The Maryland-based firms bring US$250m in assets and deepen Waverly’s client-service capabilities.
Waverly Advisors (Waverly), an Alabama-headquartered federally registered investment adviser (RIA), has acquired WealthPlans, a Maryland-based wealth management firm, alongside its affiliate Cooley & Associates (Cooley), a tax preparation and accounting services business. The acquisitions mark Waverly’s 33 rd transaction Waverly said the partnership supported its strategic growth and established its second location in Maryland. The transaction was completed through Wa