The acquisition adds GGM's $400m in assets under management to Waverly's portfolio, raising its total AUM to about $17.4bn.

A Birmingham-based investment advisory firm specializing in financial planning has acquired a Baltimore investment advisory ...

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The acquisition of GGM enhances Waverly's presence in the Northeast, expanding its reach into new markets of Maryland and ...

Double deal pushes CW Advisors past the $12 billion barrier as Waverly debuts in the Maryland and Virginia markets.