Boston, MA 211 Congress Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Waverly Advisors, LLC
Multi-team
Firm-wide stats for Waverly Advisors, LLC
About
Waverly Advisors is a multi-team registered investment adviser that manages portfolios for individuals (including non‑HNW and high net worth clients), retirement plans and pooled investment vehicles. The firm reports roughly 224 advisors, about $29.9 billion in regulatory assets under management, and provides investment management, financial planning, retirement plan consulting and multi‑family office services.
Waverly delivers both discretionary and non‑discretionary portfolio management and integrates traditional equity and fixed‑income strategies with alternative and private‑markets allocations for clients. The firm uses institutional custodians and third‑party platforms, offers client portals and planning tools (including eMoney and third‑party wealth portals), and serves as adviser or sub‑adviser to pooled vehicles and an affiliated ETF (the GGM Macro Alignment ETF).
Compared with many multi‑team peers, Waverly has several atypical affiliations and activities: it owns or is affiliated with a state‑chartered trust company (Pacific Portfolio Trust Company) and an affiliated tax and accounting business (Waverly Business Services), serves as general partner or manager to a range of affiliated and indirectly affiliated private funds (including Promus real estate funds), and has related persons involved with commodity pool and CTA activity. The firm also provides retirement plan administrative services through third‑party relationships and accepts performance‑based compensation for certain fund management roles, which can create conflicts disclosed in its ADV.
Based on Waverly Advisors, LLC
Expertise
Based on Waverly Advisors, LLC
Location
211 Congress Street, Ste. 901
Boston MA 02110
Advisors at this office
4
Advisors at this office
Christopher B
Series 65
Boston, MA
Waverly Advisors, LLC
Christopher Blakely is a financial advisor at Waverly Advisors, LLC with 24 years of industry experience. He holds the Series 65 designation and previously worked for NBW Capital, LLC for 12 years before joining Waverly Advisors in 2025. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private markets, serving a broad client base including both non‑HNW and high net worth individuals.
Michael W
CFA®, Series 63
Boston, MA
Waverly Advisors, LLC
Michael Whitney is a CFA® charterholder with 18 years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2025. Prior to that, he spent 12 years at NBW Capital, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, serving a broad client base with both discretionary and non-discretionary management.
Sean F
CFA®
Boston, MA
Waverly Advisors, LLC
Sean Fitzgibbon is a CFA® charterholder with five years of industry experience. He is currently with Waverly Advisors, LLC and was previously with NBW Capital LLC and The Boston Company. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers financial planning, retirement plan consulting, and multi-family office services.
Kevin C
Series 63, Series 65
Boston, MA
Waverly Advisors, LLC
Kevin Carroll is a financial advisor at Waverly Advisors, LLC in Boston, MA, holding Series 63 and Series 65 licenses with 30 years of industry experience. His prior roles include positions at Lightspeed Financial Services Group LLC, Atreyu Trading, and O'neil Securities, Incorporated. Waverly Advisors is a multi-team registered investment adviser managing portfolios for a diverse client base, including individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and retirement consulting services.
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