Waverly Advisors Acquires InVista, Adding $332M AUM
Waverly Advisors, an acquisitive Birmingham, Ala.-based registered investment advisor, has acquired InVista Advisors, a hybrid RIA previously affiliated with LPL Financial in Montgomery, Ala. The eight-person team manages about $332 million in assets under management and represents Waverly’s fifth location in the state. “InVista has built an outstanding reputation within the Montgomery market,” said Waverly…