Ridgeland, MS 800 Woodlands Pkwy Office

Team
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Waverly Advisors, LLC logo

Waverly Advisors, LLC

Multi-team

Firm-wide stats for Waverly Advisors, LLC

Total advisors

226

Across 41 offices

Clients per advisor

57 Typical

Avg AUM per client

$1,639,930 High

HNW client ratio

33% High

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

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer

Based on Waverly Advisors, LLC

Occupation focus

Founder/Business Owner Executive

Based on Waverly Advisors, LLC

Location

800 Woodlands Pkwy #208

Ridgeland MS 39157

Advisors at this office

6

Advisors at this office

user avatar

Stedman S

Series 66

Ridgeland, MS

Waverly Advisors, LLC

Stedman Strickland is a financial advisor at Waverly Advisors, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Cetera and Avantax firms. 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 both non‑discretionary and discretionary client needs.

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer Founder/Business Owner Executive
user avatar

Landry B

Series 65

Ridgeland, MS

Waverly Advisors, LLC

Landry Barnett is a financial advisor at Waverly Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Waverly Advisors, he was involved in Barnett's Body Shop and held various roles at Mississippi State University and other firms. 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 financial planning, retirement consulting, and multi-family office services.

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer Founder/Business Owner Executive
user avatar

William S

Series 63, Series 66

Ridgeland, MS

Waverly Advisors, LLC

William Stone Jr. is a financial advisor with Waverly Advisors, LLC, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has served at Waverly Advisors since 2024 and previously worked with EFP Advisors Inc. D/B/A W. O. Stone Advisors and Purshe Kaplan Sterling Investments. Stone is also a board member of the Presbyterian Church in America Foundation, which funds various denominational agencies and missionaries. 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 and provides a range of investment management and planning services supported by institutional custodians and advanced client platforms.

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer Founder/Business Owner Executive
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Douglas M

CFP®, Series 63

Ridgeland, MS

Waverly Advisors, LLC

Douglas Mcdaniel Sr. is a CFP® professional with 27 years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2024, and was previously with EFP Advisors Inc. for over a decade. 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.

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer Founder/Business Owner Executive
user avatar

Douglas M

CFA®, Series 63, Series 65

Ridgeland, MS

Waverly Advisors, LLC

Douglas Muenzenmay is a CFA® charterholder with 21 years of industry experience. He has worked at Waverly Advisors, LLC since 2023 and was previously with Medley & Brown, LLC for 13 years. 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 both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer Founder/Business Owner Executive
user avatar

Christopher R

CFP®, Series 66

Ridgeland, MS

Waverly Advisors, LLC

Christopher Register is a CFP® with 20 years of industry experience. He is currently with Waverly Advisors, LLC and has been with McDaniel & Register since 2009. Outside of his advisory work, he owns a restaurant and ice-cream shop operating as Bob's Frozen Custard. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides a range of investment management and financial planning services.

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer Founder/Business Owner Executive
View complete list of advisors at this office
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