Council Bluffs, IA 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
535 Broadway, Suite 301
Council Bluffs IA 51503-0816
Advisors at this office
3
Advisors at this office
David P
Series 63, Series 65
Council Bluffs, IA
Waverly Advisors, LLC
David Piatkowski is a financial advisor at Waverly Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RE Dickinson Investment Advisors for multiple years. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors and $29.9 billion in regulatory assets under management. The firm serves individuals, retirement plans, and pooled investment vehicles through a combination of traditional equity, fixed-income, alternative, and private-market strategies, and offers both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.
Ronny D
CFP®, Series 63
Council Bluffs, IA
Waverly Advisors, LLC
Ronny Dickinson is a CFP® with 27 years of industry experience, currently with Waverly Advisors, LLC. He has spent the majority of his career leading Dickinson Investment Advisors and concurrently operates Dickinson & Clark CPAs, PC, an accounting firm. 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 a broad range of investment management and financial planning services.
Paul L
Series 63, Series 65
Council Bluffs, IA
Waverly Advisors, LLC
Paul Larkin is a financial advisor with Waverly Advisors, LLC in Council Bluffs, IA, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at RE Dickinson Investment Advisors, Mutual of Omaha Investor Services, and Union Pacific Streamline. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private markets, serving both non-high-net-worth and high-net-worth clients through discretionary and non-discretionary portfolio management.
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