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 William Rodrigue

Waverly Advisors, LLCindependent RIAMetairie, La IA-onlyIAPD 5694231

Feed of 09/14/2026

At current firm

0 y

since May 7, 2026

In the industry

16 y

since Sep 29, 2009 (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 May 7, 2026 · Metairie, La
Truwealth Advisors, LLC former
Jul 17, 2020 to Apr 24, 2026 · Metairie, La
Ameriprise Financial Services, LLC national BD
Jan 8, 2018 to Jul 21, 2020 · Metairie, La
Ameriprise Financial Services, LLC national BD
Mar 16, 2015 to Nov 3, 2015 · Metairie, La
Hancock Whitney Investment Services Inc. independent RIA
Jun 30, 2014 to Feb 24, 2015 · Denham Springs, La
Invesco Advisers, Inc. asset manager
Nov 13, 2013 to Jun 4, 2014 · Atlanta, Ga
Columbia Management Investment Advisers, LLC asset manager
Nov 13, 2012 to Oct 28, 2013 · Boston, Ma
Cadinha & Co LLC independent RIA
Oct 25, 2011 to May 15, 2012 · Honolulu, Hi
Cadinha & Co LLC independent RIA
Oct 1, 2009 to Aug 2, 2010 · Honolulu, Hi

Moves

a registration end followed by a registration begin elsewhere

Truwealth Advisors, LLC to Waverly Advisors, LLC
left Apr 24, 2026, registered May 7, 2026 (13 days) · RIA to RIA · moved with a team
Ameriprise Financial Services, LLC to Truwealth Advisors, LLC
left Jul 21, 2020, registered Jul 17, 2020 (-4 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Hancock Whitney Investment Services Inc. to Ameriprise Financial Services, LLC
left Feb 24, 2015, registered Mar 16, 2015 (20 days) · Other
Invesco Advisers, Inc. to Hancock Whitney Investment Services Inc.
left Jun 4, 2014, registered Jun 30, 2014 (26 days) · Other
Columbia Management Investment Advisers, LLC to Invesco Advisers, Inc.
left Oct 28, 2013, registered Nov 13, 2013 (16 days) · Other
Cadinha & Co LLC to Columbia Management Investment Advisers, LLC
left May 15, 2012, registered Nov 13, 2012 (182 days) · Other

Signals

Matthew William Rodrigue left Truwealth Advisors, Llc for Waverly Advisors, Llc (registered 2026-05-07)
Apr 24, 2026 · 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: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address