Waverly Advisors acquires Heartwood Wealth Advisors
Waverly Advisors acquired Heartwood Wealth Advisors, a Richmond, Virginia wealth management firm with about $1.7 billion in assets under management. The transaction closed on September 25, 2026.
Waverly Advisors acquired Heartwood Wealth Advisors, a Richmond, Virginia wealth management firm with about $1.7 billion in assets under management. The transaction closed on September 25, 2026.