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By Kenneth CorbinWaverly Advisors, a large registered investment advisor firm based in Birmingham, Ala., has acquired Heartwood Wealth Advisors, a Virginia RIA with $1.7 billion in client assets. The deal, announced Tuesday, closed Friday.Heartwood, based in Richmond, Virginia's capital, is led by…
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.