Zionsville, IN Office
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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
56 N Main Street
Zionsville IN 46077
Advisors at this office
3
Advisors at this office
Patrick H
CFA®, Series 65
Zionsville, IN
Waverly Advisors, LLC
Patrick Hoehne is a CFA® charterholder with 14 years of industry experience. He has been with Waverly Advisors, LLC since 2024, previously working for 12 years at Centerpoint Wealth Management. Patrick holds a Series 65 license and is based in Zionsville, Indiana. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles, with approximately 224 advisors and $29.9 billion in assets under management. The firm offers discretionary and non-discretionary portfolio management that integrates traditional equity and fixed-income strategies with alternative and private-markets allocations.
Eric G
Series 65
Zionsville, IN
Waverly Advisors, LLC
Eric Geary is a financial advisor at Waverly Advisors, LLC with 10 years of industry experience. He holds the Series 65 designation and previously worked at Centerpoint Wealth Management, LLC and Column Capital Wealth Management. 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 investment management, financial planning, retirement plan consulting, and multi-family office services.
Brian B
CFP®, Series 65, Series 66
Zionsville, IN
Waverly Advisors, LLC
Brian Brunner is a CFP® professional with 22 years of industry experience. He has worked at Waverly Advisors, LLC since 2024 and previously spent 23 years at CenterPoint Wealth Management, 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 diverse client base including non-HNW and high-net-worth individuals.
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