Waverly Advisors Acquires TruWealth Advisors in $3.1 Billion Deal
Waverly Advisors has acquired TruWealth Advisors, a $3.1 billion wealth management firm based in the New Orleans area, increasing its assets under management to $34.2 billion. The acquisition adds a new office to Waverly's existing network of over 50 locations in the U.S. The deal was finalized on April 24, 2026.
Topics: acquisition company expansion financial services RIA wealth management