Waverly Advisors Acquires Dickinson
Waverly Advisors, LLC, a federally registered investment adviser (RIA) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired Dickinson Investment Advisors, an investment advisory firm in Council Bluffs, Iowa.
This partnership expands Waverly’s reach into new markets across Iowa.
Founded in 1998 by Ron Dickinson, Dickinson specializes in tax planning solutions in addition to its financial planning and investment management services.
“Ron and his team have created a thriving firm by fostering long-term, personalized relationships with their clients,” said Justin Russell, president and CEO of Waverly. “We truly appreciate the priority that Dickinson places on its client relationships, as our client-centric approach is the foundation of Waverly’s culture.”
“Partnering with Waverly provides my team with the opportunity to serve our clients with enhanced resources and infrastructure,” said Dickinson. “Waverly’s commitment to serving its clients, communities, and team members was a key factor in our decision to partner with Waverly, and we are excited to join the firm.”
The acquisition of Dickinson marks Waverly’s 21st transaction since accepting an equity investment in December 2021 from Wealth Partners Capital Group and HGGC’s Aspire Holdings platform. The transaction closed on January 10, 2025, and increases Waverly’s AUM to approximately $16.4 billion.
Financial and legal terms of the deal will not be disclosed.
