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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
ria

Waverly Advisors

BIRMINGHAM, AL
Hiring · 17 open roles →
CRD: 115332
In network coverage since August 26, 2026 · 14 stories
$29.9BRegulatory AUMSEC Form ADV · Oct 24
414EmployeesForm ADV
4Deals on our tracker
+2Talent net · 12 months2 in · 0 out
Regulatory AUM · Aug 29 – Oct 24
Observed recruiting events · 12 monthsOn the wire →
Net +2 · 2 incoming events · 0 outgoing events
Arrivals
Michael Stalker
Oct 14 · from MCS Family Wealth Advisors
MCS Family Wealth Advisors LLC
Oct 14 · from MCS Family Wealth Advisors
Departures
None tracked.
Deal recordFull tracker →
Oct 15, 26Deal announcedMCS Family Wealth Advisors · $151M — coverage
Oct 12, 26Deal announcedMCS Family Wealth Advisors · $151M — coverage
Sep 30, 26Deal announcedHeartwood Wealth Advisors · $1.7B — coverage
Sep 28, 26Deal announcedHeartwood Wealth Advisors · $1.7B — coverage
Network coverage
The Close

Beacon Pointe adds $1.35B across three RIAs, passing $70B

The trio includes a roughly $1 billion California and Texas planner and two firms under $250 million; Wealthspire also bought a London wealth manager.
Features · Oct 19Goldman Sachs and Phoenix Financial announce $4 billion client-asset transaction
Deals & PE · Oct 18Apella and Waverly announce RIA acquisitions of $261M and $151M
Deals & PE · Oct 17Apella acquiring Blue Spark; Waverly adding MCS; CohnReznick to add Aldrich
M&A · Oct 16Apella acquires $261M Blue Spark; Waverly acquires $151M MCS Family Wealth Advisors
Deals & PE · Oct 15CohnReznick to add Aldrich's $8B wealth practice in mid-December deal
Deals & PE · Oct 14VestGen Wealth Partners secures credit facility from Willow Tree for Midwest RIA deals
M&A · Oct 13Waverly Advisors buys $151M Oregon RIA; Apella Wealth adds $261M Blue Spark
M&A · Oct 1Nuveen closes Schroders deal without disclosing price or cost savings; 12-to-18-month separation planned
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
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