DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Scott Thomas Fisher
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/15/2026
Also filed as Scott Thomas Fisher
At current firm
0 y
since Oct 23, 2025
In the industry
40 y
since Feb 13, 1986 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Waverly Advisors, LLC independent RIA currentsince Oct 23, 2025 · Seattle, Wa
- Pacific Portfolio Consulting, LLC formerMar 27, 2024 to Dec 23, 2025 · Seattle, Wa
- Northwest Capital Management Inc. institutionalFeb 26, 2020 to May 1, 2023 · Seattle, Wa
- Aon Investment Consulting Inc. unclassifiedJan 4, 2001 to Apr 6, 2011 · Seattle, Wa
Moves
a registration end followed by a registration begin elsewhere
- Pacific Portfolio Consulting, LLC to Waverly Advisors, LLCleft Dec 23, 2025, registered Oct 23, 2025 (-61 days) · RIA to RIA · moved with a team
- Northwest Capital Management Inc. to Pacific Portfolio Consulting, LLCleft May 1, 2023, registered Mar 27, 2024 (331 days) · Other
- Aon Investment Consulting Inc. to Northwest Capital Management Inc.left Apr 6, 2011, registered Feb 26, 2020 (3248 days) · Other
Signals
- Scott Thomas Fisher left Pacific Portfolio Consulting, Llc for Waverly Advisors, Llc (registered 2025-10-23)Dec 23, 2025 · Advisor changed firm · fact
- Scott Thomas Fisher left Northwest Capital Management Inc. for Pacific Portfolio Consulting, Llc (registered 2024-03-27)May 1, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address