Waverly Advisors LLC, a registered investment advisor (RIA) managing $5.3 billion in assets and backed by Wealth Partners Capital Group and HGGC, has acquired Wall Advisors Inc., a financial advisory firm headquartered in Lakeland, Fla.
Wall Advisors was established in 1986 by H. Lee Wall, president and founder, and founding partner of affiliated certified public accountant firm Wall Titus LLC. Waverly will continue to collaborate with Wall Titus professionals to provide guidance to shared clients. Wall Advisors’ team will join Waverly, with Wall assuming the role of regional director.
“Wall Advisors’ core values align with our own,” says Josh Reidinger, CEO of Waverly. “We are thrilled to welcome the talented Wall Advisors’ team to Waverly, as we look forward to continued growth in 2023.”