West Barnstable, MA 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
1095 Main St
West Barnstable MA 02668
Advisors at this office
4
Advisors at this office
Lisa B
Series 65
West Barnstable, MA
Waverly Advisors, LLC
Lisa Bracken is a financial advisor at Waverly Advisors, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at Bridge Creek Capital Management LLC, Household, and the Town of Bellingham. 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.
Barry P
Series 65
West Barnstable, MA
Waverly Advisors, LLC
Barry Paster is a financial advisor at Waverly Advisors, LLC with 32 years of industry experience. He holds the Series 65 designation and previously worked at Bridge Creek Capital Management LLC for 19 years. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm manages portfolios using a blend of traditional equity and fixed-income strategies alongside alternative and private-markets allocations, and provides investment management, financial planning, retirement plan consulting, and multi-family office services.
Alexander D
CFA®
West Barnstable, MA
Waverly Advisors, LLC
Alexander Dolle is a CFA® charterholder with 11 years of industry experience. He is currently with Waverly Advisors, LLC and previously worked for Northwest Investment Counselors, LLC and Wealth Enhancement Advisory Services. He serves as an alternate member of the Zoning Board of Appeals for the Town of Eastham, Massachusetts. 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-market allocations and offers a range of investment management, financial planning, and multi-family office services.
Scott M
CFP®, Series 65
West Barnstable, MA
Waverly Advisors, LLC
Scott Myers is a CFP® with 19 years of industry experience. He is currently with Waverly Advisors, LLC and previously spent 18 years at Bridge Creek Capital Management LLC. Outside of his advisory work, he is a part owner and partner in a commercial real estate investment business. Waverly Advisors is a multi-team registered investment adviser serving 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, consulting, and multi-family office services.
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