Waverly Advisors Acquires GGM Wealth Advisors

Birmingham investment advisor acquires firm with $400 million in assets

A Birmingham-based investment advisory firm specializing in financial planning has acquired a Baltimore investment advisory company. Waverly Advisors has announced a deal to acquire GGM Wealth Advisors for an undisclosed amount.

Waverly Advisors Acquires GGM Wealth Advisors

BIRMINGHAM, Ala.--(BUSINESS WIRE)--Mar 25, 2025-

Waverly expands with acquisition of GGM Wealth Advisor

RIA aggregator Waverly Advisors has purchased Baltimore, Maryland-based GGM Wealth Advisor. Financial specifics of the deal were not divulged. This partnership extends Waverly’s reach into Maryland and Virginia, marking the company’s 22nd transaction since December 2021. The acquisition brings GGM’s over $400m in assets under management (AUM) into Waverly’s portfolio, boosting the latter’s AUM to approximately $17.4bn. In addition, the full team…

Waverly Acquires $400M Baltimore RIA

The acquisition of GGM Wealth Advisors represents Waverly’s 22nd deal since taking equity investments from Wealth Partners Capital Group and HGGC’s Aspire Holdings platform in 2021.