person
Sid Martin
In PWD coverage since September 29, 2026 · 1 story
PWD coverage
M&A
Waverly to buy a $1.7B Richmond RIA, its 36th deal since Aspire's 2021 stake
Heartwood Wealth Advisors will bring a 13-person Richmond team and roughly $1.7 billion in assets to a Birmingham acquirer with seven closings since late January.