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

Matthew Curtis Litzler

Waverly Advisors, LLCindependent RIASeattle, Wa IA-onlyIAPD 4852851

Certified Financial Planner

Feed of 09/14/2026

Also filed as Matt Litzler

At current firm

0 y

since Oct 23, 2025

In the industry

21 y

since Nov 19, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Waverly Advisors, LLC independent RIA current
since Oct 23, 2025 · Birmingham, Al
Pacific Portfolio Consulting, LLC former
Nov 4, 2020 to Dec 23, 2025 · Seattle, Wa
Lnw former
Jan 30, 2014 to Mar 23, 2020 · Seattle, Wa
Mariner Wealth Advisors former
Feb 20, 2009 to Jul 26, 2012 · Tulsa, Ok
Wells Fargo Advisors wirehouse
Jan 1, 2008 to Jan 16, 2009 · Tulsa, Ok
A. G. Edwards & Sons, Inc. unclassified
Jun 9, 2006 to Jan 1, 2008 · Tulsa, Ok
Arvest Wealth Management independent RIA
Nov 29, 2004 to May 8, 2006 · Tulsa, Ok

Moves

a registration end followed by a registration begin elsewhere

Pacific Portfolio Consulting, LLC to Waverly Advisors, LLC
left Dec 23, 2025, registered Oct 23, 2025 (-61 days) · RIA to RIA · moved with a team
Lnw to Pacific Portfolio Consulting, LLC
left Mar 23, 2020, registered Nov 4, 2020 (226 days) · RIA to RIA
Mariner Wealth Advisors to Lnw
left Jul 26, 2012, registered Jan 30, 2014 (553 days) · Other
Wells Fargo Advisors to Mariner Wealth Advisors
left Jan 16, 2009, registered Feb 20, 2009 (35 days) · Other
A. G. Edwards & Sons, Inc. to Wells Fargo Advisors
left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move
Arvest Wealth Management to A. G. Edwards & Sons, Inc.
left May 8, 2006, registered Jun 9, 2006 (32 days) · Other

Signals

Matthew Curtis Litzler left Pacific Portfolio Consulting, Llc for Waverly Advisors, Llc (registered 2025-10-23)
Dec 23, 2025 · 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: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address