How many plans does Waverly Advisors, LLC serve?

Waverly Advisors, LLC serves 44 retirement plans with $7.8B in plan assets and 143,849 participants, based on the latest Form 5500 filings through 2024.

What does Waverly Advisors, LLC charge?

Plans reported $1.7M in total Schedule C compensation paid to Waverly Advisors, LLC. The median plan paid $37K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Waverly Advisors, LLC

Matched across 4 name variants in the filings

Waverly Advisors, LLC summary

Waverly Advisors, LLC appears on 44 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $7.8B in assets for 143,849 participants. The median client plan holds $21.1M. Most client plans are sponsored in AL, OH and IL. The largest clients by plan assets are Aon Consulting, Inc., Bradley Arant Boult Cummings LLP and Baker Donelson Bearman Caldwell & Berkowitz P.C.. Plans reported $1.7M in direct and indirect compensation paid to Waverly Advisors, LLC. The median is $37K per plan.

Participants: 143,849
Median plan assets: $21.1M
Median plan participants: 328
Median fees per plan: $37K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Aon Consulting, Inc.	IL	$4.9B	119,893
Bradley Arant Boult Cummings LLP	AL	$808M	1,666
Baker Donelson Bearman Caldwell & Berkowitz P.C.	TN	$722M	1,845
Phelps Dunbar, LLP	LA	$345M	1,113
Bennett Thrasher, LLP	GA	$87.1M	618
Medical Imaging of Lehigh Valley, P.C.	PA	$86.3M	143
Command Alkon Incorporated	OH	$83.9M	529
Starnes Davis Florie LLP	AL	$77.6M	137
Tower Loan of Mississippi, LLC	MS	$73.9M	636
Material Sciences Corporation	IL	$60.0M	502
Ironmountain Solutions, Inc.	AL	$55.0M	415
Gross, Mendelsohn & Associates, PA	MD	$51.1M	172
Restore Therapy Services Ltd	AL	$38.8M	856
Wellborn Cabinet Inc.	AL	$36.0M	1,754
E. A. Renfroe & Company, Inc.	AL	$31.5M	5,009
Thompson Gray, Inc.	AL	$28.8M	327
Sesami Cash Management Technologies Corporation	TX	$28.4M	550
Metro Bank	AL	$26.4M	175
Ediphy Advisors, LLC	AL	$25.0M	133
Mitchell Grocery Corporation	AL	$23.8M	1,026
Rocky Mountain Health Care Services	CO	$22.8M	691
U of I Community Credit Union	IL	$22.0M	204
Heart South Cardiovascular Group, P.C.	AL	$20.3M	136
Red Diamond, Inc.	AL	$19.8M	186
Yorktown Systems Group	AL	$19.4M	529

Aon Consulting, Inc.$4.9B
ILParticipants 119,893
Bradley Arant Boult Cummings LLP$808M
ALParticipants 1,666
Baker Donelson Bearman Caldwell & Berkowitz P.C.$722M
TNParticipants 1,845
Phelps Dunbar, LLP$345M
LAParticipants 1,113
Bennett Thrasher, LLP$87.1M
GAParticipants 618
Medical Imaging of Lehigh Valley, P.C.$86.3M
PAParticipants 143
Command Alkon Incorporated$83.9M
OHParticipants 529
Starnes Davis Florie LLP$77.6M
ALParticipants 137
Tower Loan of Mississippi, LLC$73.9M
MSParticipants 636
Material Sciences Corporation$60.0M
ILParticipants 502
Ironmountain Solutions, Inc.$55.0M
ALParticipants 415
Gross, Mendelsohn & Associates, PA$51.1M
MDParticipants 172
Restore Therapy Services Ltd$38.8M
ALParticipants 856
Wellborn Cabinet Inc.$36.0M
ALParticipants 1,754
E. A. Renfroe & Company, Inc.$31.5M
ALParticipants 5,009
Thompson Gray, Inc.$28.8M
ALParticipants 327
Sesami Cash Management Technologies Corporation$28.4M
TXParticipants 550
Metro Bank$26.4M
ALParticipants 175
Ediphy Advisors, LLC$25.0M
ALParticipants 133
Mitchell Grocery Corporation$23.8M
ALParticipants 1,026
Rocky Mountain Health Care Services$22.8M
COParticipants 691
U of I Community Credit Union$22.0M
ILParticipants 204
Heart South Cardiovascular Group, P.C.$20.3M
ALParticipants 136
Red Diamond, Inc.$19.8M
ALParticipants 186
Yorktown Systems Group$19.4M
ALParticipants 529

Top client states

AL22 plans
OH4 plans
IL3 plans
CO2 plans
GA2 plans

Frequently asked questions

Who uses Waverly Advisors, LLC?: 44 retirement plans list Waverly Advisors, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Aon Consulting, Inc., Bradley Arant Boult Cummings LLP, Baker Donelson Bearman Caldwell & Berkowitz P.C., Phelps Dunbar, LLP and Bennett Thrasher, LLP. Most client plans are sponsored in AL, OH and IL.
How many plans does Waverly Advisors, LLC serve?: Waverly Advisors, LLC serves 44 retirement plans with $7.8B in plan assets and 143,849 participants, based on the latest Form 5500 filings through 2024.
What does Waverly Advisors, LLC charge?: Plans reported $1.7M in total Schedule C compensation paid to Waverly Advisors, LLC. The median plan paid $37K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served44+20 YoYRank #432 of mapped providers

Assets under administration$7.8B0.0%Rank #2726 by share of filed assets

Fees received$2MMedian $36,631/planSum across Schedule C direct + indirect

Net wins YoY+1724 won - 7 lostPlan-level switch detection

Plans served · 5-year trajectory

Plan count by year, with the share of all plans.

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Customer-base shape

Participant bands, asset bands, top states and top industries.

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