Latest transactions

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

Latest transactions

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

RIA · Independent channel

Waverly Advisors

Includes the history of MCS Family Wealth (acquired October 2026) · Heartwood Wealth Advisors (acquired September 2026) · InVista Advisors (acquired July 2026) · WealthPlans (acquired May 2026) · TruWealth Advisors (acquired April 2026) · Pure Portfolios (acquired January 2026)

Waverly Advisors has a documented practice acquisition or merger route for established advisory firms.

Website: waverly-advisors.com
Regulator record: WAVERLY ADVISORS, LLC (SEC)

Recorded arrivals

6

Teams and practices joining in 2026

Recorded departures

0

Teams and practices leaving in 2026

Arrival assets

$6.0B

Reported practice assets · 6 of 6 disclosed

Departure assets

—

Reported practice assets · 0 of 0 disclosed

Arrivals and departures are counted separately, not netted.

Monthly arrivals by origin category

Where arriving teams came from, by month

Wirehouses, Banks & BDsRIAIndependent Broker-Dealer

0 Jan

1 Feb

0 Mar

1 Apr

0 May

1 Jun

1 Jul

0 Aug

1 Sep

1 Oct

Arrivals came from

Origin firms, by number of teams

01

Heartwood Wealth Advisors

1

02

InVista Advisors

1

03

MCS Family Wealth

1

04

Pure Portfolios

1

05

TruWealth Advisors

1

06

WealthPlans

1

Arrivals 6

Teams joining Waverly Advisors in 2026. Open a team for its source record.

Date	Pattern	Team / advisor(s)	From	Reported assets	Source
Oct 13	Acquisition	MCS Family Wealth AdvisorsBend, OR Eugene, OR	MCS Family WealthRIAacquired by Waverly Advisors, Oct 2026	$151M	Press Release
Sep 29	Acquisition	Heartwood Wealth AdvisorsRichmond, VA	Heartwood Wealth AdvisorsRIAacquired by Waverly Advisors, Sep 2026	$1.7B	Press Release
Jul 28	Acquisition	InVista AdvisorsMontgomery, AL	InVista AdvisorsRIAacquired by Waverly Advisors, Jul 2026	$332M	Press Release
Jun 3	Acquisition	WealthPlansFrederick, MD	WealthPlansRIAacquired by Waverly Advisors, May 2026	$250M	InvestmentNews
Apr 28	Acquisition	TruWealth AdvisorsMetairie, LA Mandeville, LA	TruWealth AdvisorsRIAacquired by Waverly Advisors, Apr 2026	$3.1B	Wealth Management
Feb 6	Acquisition	Pure PortfoliosLake Oswego, OR	Pure PortfoliosRIAacquired by Waverly Advisors, Jan 2026	$437M	Wealth Management

Departures 0

Teams leaving Waverly Advisors in 2026.

No recorded departures in 2026.

Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.