Waverly Advisors Acquires Pure Portfolios
Waverly Advisors has acquired Pure Portfolios, a wealth management firm based in Lake Oswego, Ore.
This acquisition supports Waverly’s growth strategy and introduces a new market in Oregon as the firm expands across the greater Pacific Northwest.
Founder, President & Chief Investment Officer Nik Schuurmans and Chief Financial Officer Toby Weber will join Waverly as partners and wealth advisors. The entire Pure team joins Waverly with the acquisition, increasing Waverly’s assets under management by approximately $437 million.
“For a firm established within the last decade, Pure has demonstrated exceptional growth and built a strong presence in its regional market,” said Justin Russell, president and CEO of Waverly. “The professionalism, discipline and intentional approach Nik, Toby and their team bring to the business are exactly the qualities Waverly looks for in new partners.”
“From the beginning, our mission has been to help clients make better money decisions through data, discipline, and the relentless pursuit of what works,” said Nik Schuurmans, founder of Pure Portfolios. “Partnering with Waverly allows us to expand that mission by adding deeper tax and estate planning resources, strengthening our ability to grow responsibly and serve clients more holistically. I can’t wait to get started.”
The acquisition of Pure marks Waverly’s 30th transaction since accepting an equity investment in December 2021 from Wealth Partners Capital Group (WPCG) and HGGC’s Aspire Holdings platform. The transaction closed on January 30, 2026.