Deerfield, IL 707 Lake Cook Road Suite 109 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
707 Lake Cook Road, Suite 109
Deerfield IL 60015
Advisors at this office
3
Advisors at this office
Blake M
Series 65
Deerfield, IL
Waverly Advisors, LLC
Blake Macke is a financial advisor at Waverly Advisors, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at StrategIQ Financial Group, LLC and Centier Bank. 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 range of investment management, financial planning, and multi-family office services.
Bradley S
CFP®, Series 65
Deerfield, IL
Waverly Advisors, LLC
Bradley Steinman is a CFP® with five years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC. Prior to joining Waverly in 2024, he worked at StrategIQ Financial Group, LLC and Personal Financial Planning, Inc. He also has experience as a public defender for Marion County. Outside of advisory work, he is involved with StrategIQ Tax and Business Services, LLC, which provides tax return preparation. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm offers a range of services including investment management, financial planning, and retirement plan consulting, integrating traditional and alternative investment strategies.
Christopher R
Series 65
Deerfield, IL
Waverly Advisors, LLC
Christopher Rhoades is a financial advisor at Waverly Advisors, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Positive Equity, B&C Enterprises, and various educational institutions. 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-markets allocations, offering a range of investment management, financial planning, and multi-family office services.
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