Waverly Advisors Buys McBride Financial Advisors
Waverly Advisors, LLC has acquired McBride Financial Advisors (McBride) based in Seahurst, Washington. This is Waverly’s second transaction in the Pacific Northwest this year, following its acquisition of Pure Portfolios based in Lake Oswego, Ore. in January.
Founded by Michael McBride, the firm provides comprehensive wealth management services, including financial planning, retirement planning and estate and trust planning, with options to implement tax-sensitive investments and philanthropic strategies. As part of the transaction, Michael McBride will join Waverly as a Wealth Advisor, bringing with him approximately $181 million in assets under management, as of Dec. 31, 2025.
“As Waverly continues to thoughtfully expand our footprint, acquiring firms that lead with integrity and have a deep sense of responsibility to their clients is our top priority,” said Justin Russell, president and CEO of Waverly. “McBride exemplifies what it means to operate as a dedicated fiduciary, making it a priority to understand each client’s unique situation and deliver advice with care, discipline and professionalism.”
“McBride’s mission has always been to provide responsive and personalized services grounded in trust and transparency,” said Michael. “Partnering with Waverly allows me to remain consistent in my client service approach, while benefiting from added resources that enhance my ability to support my clients’ complex planning needs.”
The acquisition of McBride marks Waverly’s 31st 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 March 13, 2026. Waverly’s AUM is set at approximately $30.4 billion, as of March 16, 2026.
“This transaction advances Waverly’s long-term growth strategy and accelerates its expansion in a key, regional market,” said Pete Wheatley, director at WPCG. “The acquisition strengthens Waverly’s presence in the Pacific Northwest and underscores its disciplined M&A approach, rooted in cultural alignment.”
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