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Waverly Advisers, LLC (Corning)


Waverly Advisers, LLC is a large advisory firm based in Corning. It manages $187 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

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Waverly Advisers provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Waverly Advisers: assets under management

The assets under management (AUM) of Waverly Advisers, LLC is $187 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $187 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $187 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Waverly Advisers, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Corning

The principal office where Waverly Advisers, LLC performs its advisory services is located at 228 Cedar Street, Corning, NY 14830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 607-684-5300 or by fax 415-644-9501. The normal business hours are 8:00 to 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.waverlyadvisors.com.


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