Waverly Advisors Acquires InVista Advisors
Montgomery-based acquisition marks Waverly’s fifth location in Alabama
Waverly Advisors, LLC (“Waverly”), a federally registered investment adviser (“RIA”) that specializes in investment management, financial planning and wealth management services for high-net-worth individuals, families, corporate retirement plans and institutional clients, has acquired InVista Advisors (“InVista”), a wealth management firm based in Montgomery, Alabama with approximately $332 million in assets under management (“AUM”) (as of 7.21.2026). The acquisition further strengthens Waverly’s presence in Alabama, representing the firm’s fifth location in the state.
Founded by Carl “Brandt” McDonald, Chief Executive Officer, and Michael Barranco, Chief Operating Officer, and strengthened by the leadership of Austin Barranco, Partner and Financial Advisor, InVista has earned a reputation as one of Montgomery’s premier wealth management firms through its commitment to providing personalized advice, building meaningful client relationships and remaining involved in the local community. Guided by its core values of community, connection and unity, the firm delivers comprehensive wealth management solutions to individuals, families and business owners while fostering a culture built on trust, collaboration and service. InVista is supported by a team of eight professionals who are dedicated to helping clients pursue their financial goals with confidence. McDonald, Michael Barranco and Austin Barranco will join Waverly as Partners and Wealth Advisors.
