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acquisitionAnnounced · Mar 17, 2026wealth managementSource · CredibleArticle · Factual
Waverly Advisors acquires McBride Financial Advisors
David Najork · Founding Software Engineer
Announced · Updated · 1 min read
Deal value
$181M
Target
McBride Financial Advisors
Acquirer
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 Acquires McBride Financial Advisors Written on March 17, 2026 Acquisition advances Waverly expansion in the Pacific Northwest BIRMINGHAM , Ala
Deal timeline
Announced
Mar 17, 2026 · waverly-advisors.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: waverly-advisors.com · Primary article · FireStrike proprietary index