Waverly Advisors Acquires Dickinson Investment Advisors
January 15, 20254 min
Waverly enters Iowa market
Waverly enters Iowa market
The strategic addition will enhance the firm’s support of retirement plan-focused advisors and sets the stage for future growth
Former Pallas Capital Advisors Senior Vice President Establishes Firm’s First New Hampshire Office
Waverly acquires its second RIA in Colorado
Waverly expands into Ohio with 25 locations nationwide
Firm Provides Personalized, Hands-On Support for Advisors Considering Technology Investment and Allocations within a Practice Firm Delivers Strong First Half 2023 Growth Due to Bespoke Advisor Support