Waverly Advisors Makes Back-to-Back Acquisitions. Assets Climb to $26 Billion.

Core Insights - Waverly Advisors has made two acquisitions, Pacific Portfolio and Bridge Creek Capital Management, increasing its assets under management (AUM) to approximately $26 billion [2]. Group 1: Company Expansion - The acquisitions represent Waverly Advisors' first expansion to the West Coast [2]. - This marks Waverly's second acquisition in Massachusetts [2]. Group 2: M&A Activity - The acquisitions reflect a record-breaking growth in M&A activity among registered investment advisors in 2025 [2]. - Pacific Portfolio and Bridge Creek Capital Management have AUM of $5 billion and $447 million, respectively [2].