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<\/a><\/a>\nFounded by President Brent Cooley, Cooley provides comprehensive financial planning, investment management and tax-efficient strategies tailored to the unique goals of its clients. With decades of experience helping clients navigate complex financial and tax decisions, Brent leads a team that is dedicated to building lasting client relationships. Brent and the entire team will join Waverly, and the acquisition will contribute approximately $250 million in assets (as of 5.26.2026) to Waverly.<\/p>
\n\u201cBrent and his team bring exceptional technical expertise and an unwavering commitment to serving clients with integrity,\u201d said Justin Russell, President and CEO of Waverly. \u201cThis combination of qualities strengthens the firm\u2019s collective ability to deliver outstanding outcomes and a world-class client experience.\u201d<\/p>
\n\u201cPartnering with Waverly gives us access to an expanded suite of resources and a national network of professionals, allowing the team to remain focused on the client relationships we have cultivated over the years,\u201d said Brent. \u201cOur clients will benefit from Waverly\u2019s robust platform capabilities while continuing to receive the personalized service they have come to expect.\u201d<\/p>
\nThe acquisition of Cooley marks Waverly\u2019s 33rd <\/sup>transaction since accepting an equity investment in December 2021 from Wealth Partners Capital Group (WPCG) and HGGC\u2019s Aspire Holdings platform. The transaction closed on May 29, 2026, and will increase Waverly's assets under management to approximately $35.5 billion (as of 5.29.2026).<\/p> \n\u201cFrom the start, it was clear that Brent and Waverly share a commitment to client-centric values and fiduciary responsibility,\u201d said Pete Wheatley, Director at WPCG. \u201cThis partnership enhances Waverly\u2019s ability to deliver exceptional client service across the DC Metro area and represents a meaningful step in Waverly\u2019s continued growth.\u201d<\/p> \nFinancial and legal terms of the deal will not be disclosed.<\/p> \nAbout Waverly<\/b><\/p> \nWaverly Advisors, LLC (\u201cWaverly\u201d) is a fee-only federally registered investment adviser that serves the investment management and wealth planning needs of a diverse group of clients, including high-net-worth individuals and families, corporate retirement plans, trusts, endowments, and institutions. Waverly manages approximately $35.5 billion in assets (as of 5.29.2026) and offers collaborative investment, tax, estate, and financial planning services. Founded in 1999 in Birmingham, Alabama, the company has 51 offices across the U.S. and a team of over 450 professionals who hold many of the industry\u2019s most prestigious credentials. For more information, please visit www.waverly-advisors.com<\/a>.<\/p> \nAbout Wealth Partners Capital Group<\/b><\/p> \nWealth Partners Capital Group (\u201cWPCG\u201d) is a financial services holding company, which invests in and partners with select leading wealth management firms. WPCG supports its partners\u2019 growth by providing capital, organic growth opportunities and strategic M&A expertise, identifying and evaluating wealth advisory practices for its partners to acquire and integrate. For more information, please visit www.wealthpcg.com<\/a>.<\/p> \nAbout HGGC<\/b><\/p> \nHGGC is a values-driven, partnership-focused private investment firm. The firm\u2019s ecosystem of investors, operators, and professionals are united by the shared mission to develop leading enterprises and build long-term value together. HGGC invests in technology, business services, financial services and consumer enterprises. The firm is based in Palo Alto, CA and manages over $10 billion in assets under management (as of 12.31.2025). Since its inception in 2007, HGGC has completed more than 600 platform investments, add-on acquisitions, recapitalizations, and liquidity events with an aggregate transaction value of over $71 billion. HGGC makes investments in RIAs via its Aspire Holdings platform, which is targeting $300 million of total investment in the space. For more information, including a complete list of current and former investments, please visit www.hggc.com<\/a>.<\/p> \nDisclosure: Waverly is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Waverly, including investment strategies, fees, and objectives can be found in Waverly\u2019s ADV Part 2A Brochure, which remains available upon request or by visiting Waverly\u2019s website at https:\/\/waverly-advisors.com\/adv-part-2a-brochure.<\/a><\/p> \nRobyn Schubart for Waverly Advisors\n Waverly expands presence in the Mid-AtlanticBIRMINGHAM, Ala.–(BUSINESS WIRE)–Waverly Advisors, LLC (\u201cWaverly\u201d), a federally registered investment adviser (\u201cRIA\u201d) that specializes in investment management, financial planning and wealth management sol…<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-15425","post","type-post","status-publish","format-standard","hentry","category-infos-businesswire"],"_links":{"self":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts\/15425","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=15425"}],"version-history":[{"count":1,"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts\/15425\/revisions"}],"predecessor-version":[{"id":15426,"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts\/15425\/revisions\/15426"}],"wp:attachment":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=15425"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=15425"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=15425"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}