Waverly Advisors Acquires WealthPlans and Cooley & Associates

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Waverly Advisors acquired WealthPlans and its affiliate Cooley & Associates to expand its Mid-Atlantic footprint. The deal adds about $250 million in assets and brings the acquired team into Waverly’s platform. Waverly says the transaction strengthens its ability to deliver financial planning, investment management, and tax-focused services to clients. The company closed the acquisition on May 29, 2026 and now manages about $35.5 billion in assets.

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