BIRMINGHAM, Ala., November 05, 2025 — Waverly Advisors, LLC (“Waverly”), 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 Bridge Creek Capital Management (“Bridge Creek”), a wealth management firm located on Cape Cod, Massachusetts. This partnership strengthens Waverly’s presence in the Northeast, representing the firm’s second acquisition in Massachusetts within seven months of entering the state.
Founded by Barry Paster, Bridge Creek is committed to delivering highly personalized investment management and financial planning services. Under the leadership of Barry and his partner, Scott Myers, the firm serves clients with a disciplined, long-term investment approach. The entire Bridge Creek team joins Waverly, with the acquisition increasing Waverly’s AUM by approximately $447 million.
“Welcoming the talented Bridge Creek team to Waverly is an exciting step forward,” said Justin Russell, President and CEO of Waverly. “Their deep client relationships and alignment with Waverly’s core values make this partnership a natural fit.”
“Waverly’s culture and commitment to excellence made our decision to partner an easy one,” said Barry Paster. “By joining Waverly, our clients will have access to expanded resources and expertise while continuing to receive the personalized attention they value.”
The acquisition of Bridge Creek marks Waverly’s 27th 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 October 31, 2025, and will increase Waverly’s AUM to approximately $26 billion (as of 10.31.2025).
“From our first meeting with Barry and Scott, it was clear that their commitment to client success aligned with Waverly’s core mission,” said Pete Wheatley, Director at WPCG. “This partnership will strengthen Waverly’s ability to service clients across Massachusetts, while bringing exceptional leadership to the Waverly team.”
Rebecca Daves of Advisor Growth Strategies advised Bridge Creek on the transaction.