WAVERLY ADVISORS, LLC

4 known aliases resolved via the canonical alias map

Market position · 2024

Plans served39+15 YoYRank #423 of mapped providers

Assets under administration$3.2B0.0%Market share · rank #2499

Fees received$1MMedian $35,057/planSum across Schedule C direct + indirect

Net wins YoY+1624 won · 8 lostPlan-level switch detection

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