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.

Advisor moves

Arrivals at Waverly Advisors, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Stedman Alexander StricklandCetera Investment Advisers LLC BD affiliatedWaverly Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 20, 2025Oct 23, 2025
David SanderlinMML Investors Services, LLC BD affiliatedWaverly Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 14, 2025Feb 5, 2026 (114 d)
Jeffrey Grant JohnsonGgm Wealth Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAAug 5, 2025Jul 14, 2025
Michael Dean LittleGgm Wealth Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAAug 5, 2025Mar 21, 2025
Jennifer Ann SweeneyGgm Wealth Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAAug 5, 2025Mar 21, 2025
Steven Thomas HanniganGgm Wealth Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAAug 5, 2025Mar 21, 2025
Ryan Mackenzie BaldwinGgm Wealth Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAAug 5, 2025Dec 17, 2025 (134 d)
Mark Dwayne Bauer Jr.Ggm Wealth Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAAug 5, 2025Jan 1, 2026 (149 d)
Robert Scott CollinsFiduciary Wealth Advisors, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAJul 16, 2025Apr 24, 2025
Wayne George LesageCoho Partners, Ltd. mixed wealthWaverly Advisors, LLC independent RIARIA to RIAJun 18, 2025Jan 13, 2025
Ethan Colby TurnerMML Investors Services, LLC BD affiliatedWaverly Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 7, 2025Jul 16, 2025 (70 d)
Ronny Eugene DickinsonDickinson Investment Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 20, 2025Jan 10, 2025
David Lee PiatkowskiDickinson Investment Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 20, 2025Jan 10, 2025
Paul Michael LarkinDickinson Investment Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 20, 2025Jan 10, 2025
Jay Allen BuckinghamBuckingham Capital Management, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 17, 2025Nov 13, 2024
Gerald Valentine KrachBuckingham Capital Management, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 17, 2025Nov 8, 2024
Jeff Harold GroezingerBuckingham Capital Management, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 17, 2025Nov 13, 2024
Ryan Patrick JohnsonBuckingham Capital Management, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 17, 2025Nov 12, 2024
Melissa Lynn MuellerBuckingham Capital Management, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 17, 2025Nov 8, 2024
Nicole Theisen StrbichBuckingham Capital Management, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 17, 2025Nov 8, 2024
Tracy E TravisBuckingham Capital Management, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 17, 2025Nov 8, 2024
Bradley Paul GriffithBuckingham Capital Management, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 17, 2025Nov 13, 2024
Marla Rae ChambersBuckingham Capital Management, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 17, 2025Nov 13, 2024
Allen Zachariah ThumaBuckingham Capital Management, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 17, 2025Nov 8, 2024
Lance C SteinerBuckingham Capital Management, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 17, 2025Nov 8, 2024
Emily M CozadBuckingham Capital Management, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 17, 2025Nov 13, 2024
James Alan BrownBuckingham Capital Management, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 17, 2025Nov 13, 2024
Mitchell Thomas BodenmillerBuckingham Capital Management, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 14, 2025Nov 26, 2024
Janet Carol SteinkeBuckingham Financial Group, Inc. no RAUMWaverly Advisors, LLC independent RIAOtherMar 6, 2025Nov 8, 2024
Christina Lynn DerhamBuckingham Financial Group, Inc. no RAUMWaverly Advisors, LLC independent RIAOtherMar 6, 2025Jan 14, 2025
Christina N IsraelBuckingham Financial Group, Inc. no RAUMWaverly Advisors, LLC independent RIAOtherMar 6, 2025Nov 12, 2024
Michael O HaysBuckingham Financial Group, Inc. no RAUMWaverly Advisors, LLC independent RIAOtherMar 6, 2025Jul 23, 2025 (139 d)
Sydney B BurchettBuckingham Financial Group, Inc. no RAUMWaverly Advisors, LLC independent RIAOtherMar 6, 2025Nov 13, 2024
Richard William BellPlanning Capital Management Corp. independent RIAWaverly Advisors, LLC independent RIARIA to RIAFeb 6, 2025Dec 17, 2024
David Arden EmeryPlanning Capital Management Corp. independent RIAWaverly Advisors, LLC independent RIARIA to RIAFeb 6, 2025Dec 16, 2024
Daniel Burton BradyPlanning Capital Management Corp. independent RIAWaverly Advisors, LLC independent RIARIA to RIAFeb 6, 2025Dec 16, 2024
Jeffrey Lawrence MuellerMueller Financial Solutions Co. independent RIAWaverly Advisors, LLC independent RIARIA to RIAJan 13, 2025Oct 30, 2024
Daniele Marie DonahoeMcshane Partners independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 19, 2024May 3, 2024
Sandra Bradley CarlsonMcshane Partners independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 19, 2024May 3, 2024
Michael Elliott Van NessMcshane Partners independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 19, 2024May 3, 2024
Lorraine R TomlinMcshane Partners independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 19, 2024May 3, 2024
Corey Alan MeyerMcshane Partners independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 19, 2024May 3, 2024
Rebecca Lynn HooverMcshane Partners independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 19, 2024May 3, 2024
Brian Joseph BrunnerCenterpoint Wealth Management, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 16, 2024Oct 1, 2024
Patrick James HoehneCenterpoint Wealth Management, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 16, 2024Oct 1, 2024
Eric Francis GearyCenterpoint Wealth Management, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 16, 2024Oct 1, 2024
Daniel Mcclain HudspethMcshane Partners independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 13, 2024May 3, 2024
Walter Bishop Lunsford9258 Wealth Management, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 2, 2024Oct 22, 2024
William Andrew Groth9258 Wealth Management, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 2, 2024Oct 22, 2024
Cathy Renee Waters9258 Wealth Management, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 2, 2024Oct 22, 2024
Thomas Edward Finley9258 Wealth Management, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 2, 2024Oct 22, 2024
Joseph Peyton Belew9258 Wealth Management, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 2, 2024Oct 22, 2024
Peter Charles Bohrofen9258 Wealth Management, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 2, 2024Oct 22, 2024
Clayton Michael Reynolds9258 Wealth Management, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 2, 2024Oct 22, 2024
Jacob Robert Petrie9258 Wealth Management, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 2, 2024Oct 22, 2024
Clarissa Ann Warner9258 Wealth Management, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 2, 2024Oct 22, 2024
Edwina Louise Martin9258 Wealth Management, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 2, 2024Oct 22, 2024
Michele Maria FasanelloBcr Wealth Strategies independent RIAWaverly Advisors, LLC independent RIARIA to RIANov 27, 2024Dec 9, 2024
Robert Maurice SimonRiver Capital Advisors, Lc independent RIAWaverly Advisors, LLC independent RIARIA to RIANov 21, 2024Aug 6, 2024
Wesley Petersen MartinRiver Capital Advisors, Lc independent RIAWaverly Advisors, LLC independent RIARIA to RIANov 21, 2024Aug 19, 2024
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199 moves match.