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Home·Deals·wealth management·Waverly Advisors acquires McBride Financial Advisors
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acquisitionAnnounced · Mar 17, 2026wealth managementSource · CredibleArticle · Factual
McBride Financial Advisors
Waverly Advisors
McBride Financial Advisors · Waverly Advisors

Waverly Advisors acquires McBride Financial Advisors

David Najork
David Najork · Founding Software Engineer
Announced · Updated · 1 min read
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Deal value
$181M
Target
McBride Financial Advisors
McBride Financial Advisors
Acquirer
Waverly Advisors
Waverly Advisors
Full Acquisition
Status
Completed

Waverly Advisors agreed to acquire McBride Financial Advisors. Reported deal value: $181M. Status: Completed. Sector: wealth management. Target headquarters context: Location not specified.

This page summarizes publicly available information about the transaction as of 2026-03-17. Figures and status may change as filings and press coverage update.

Waverly Advisors : $ 181 Million Firm McBride Financial Advisors Acquired By Amit Chowdhry

Deal timeline

Announced
Mar 17, 2026 · pulse2.com
Additional milestones (proxy, vote, close) appear as filings and press updates are indexed.
Sector context

This transaction is classified in wealth management with a reported deal value of $181M. Figures and status may change as sources update.

Sources: pulse2.com · Primary article · FireStrike proprietary index