PE-backed Waverly Advisors has acquired Heartwood Wealth Advisors for an undisclosed amount, Mergers & Acquisitions reported on October 5, 2026.
Waverly Advisors Acquires Heartwood Wealth Advisors
Waverly Advisors Acquires Heartwood Wealth Advisors
AcquisitionFinancial ServicesUS
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Acquired
Heartwood Wealth Advisors
United StatesFinancial Services
Undisclosed amount
October 5, 2026
Acquirer
Waverly Advisors, LLC
Financial Services
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