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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Raymond Brent Cooley | Wealthplans, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Sep 2, 2026 | May 29, 2026 |
| Vincent Pack | Eagle Strategies LLC BD affiliated | Waverly Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 1, 2026 | Aug 14, 2026 |
| Colette Parrilli Robinson | Valic Financial Advisors, Inc. BD affiliated | Waverly Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 30, 2026 | Aug 14, 2026 |
| Ajay Sasser | Morgan Stanley wirehouse | Waverly Advisors, LLC independent RIA | Wirehouse to independent RIA | Jul 13, 2026 | Aug 18, 2026 (36 d) |
| Michael Thomas Whitney | Nbw Capital LLC no RAUM | Waverly Advisors, LLC independent RIA | Other | May 29, 2026 | Oct 10, 2025 |
| Sean Patrick Fitzgibbon | Nbw Capital LLC no RAUM | Waverly Advisors, LLC independent RIA | Other | May 29, 2026 | Oct 10, 2025 |
| Christopher Malcolm Blakely | Nbw Capital LLC no RAUM | Waverly Advisors, LLC independent RIA | Other | May 29, 2026 | Oct 10, 2025 |
| Charles Lee Simmons | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | May 19, 2026 | May 19, 2026 |
| Lori Marie Delatorre | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | May 19, 2026 | May 19, 2026 |
| Thomas James Claud | Oneascent Family Offices mixed wealth | Waverly Advisors, LLC independent RIA | RIA to RIA | Apr 27, 2026 | May 7, 2026 |
| James Carlos Parrie | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Apr 24, 2026 | May 11, 2026 |
| Christopher John Hitzman | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Apr 24, 2026 | May 7, 2026 |
| Erin Lynn Vasseur | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Apr 24, 2026 | May 7, 2026 |
| Cory Marion Faucheux | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Apr 24, 2026 | May 7, 2026 |
| Matthew William Rodrigue | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Apr 24, 2026 | May 7, 2026 |
| David Paul Mire | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Apr 24, 2026 | May 7, 2026 |
| William Brooks Wall | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Apr 24, 2026 | May 7, 2026 |
| William Travis Maisano | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Apr 24, 2026 | May 22, 2026 |
| Garrett Bradley Ulmer | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Apr 24, 2026 | May 8, 2026 |
| Wesley Christian Bouler | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Apr 24, 2026 | May 7, 2026 |
| Katy Lynn Hane | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Apr 24, 2026 | May 18, 2026 |
| Megan Deroche Ulmer | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Apr 24, 2026 | May 8, 2026 |
| Jackson E Young | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Apr 24, 2026 | Apr 30, 2026 |
| Michael James Mcbride | Mcbride Financial Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Apr 1, 2026 | Mar 13, 2026 |
| Arthur Robert Romano | Forefront Wealth Management independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Mar 16, 2026 | Dec 5, 2025 |
| Carl Alan Schultz | Forefront Wealth Management independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Mar 16, 2026 | Dec 5, 2025 |
| Anthony Ralph Cottone | Forefront Wealth Management independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Mar 16, 2026 | Dec 5, 2025 |
| Julie Diane Johnsen | Pure Portfolios independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Mar 10, 2026 | Jan 30, 2026 |
| Nikolaas Daby Schuurmans | Pure Portfolios independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Mar 10, 2026 | Jan 30, 2026 |
| William Allen Weber | Pure Portfolios independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Mar 10, 2026 | Jan 30, 2026 |
| Timothy Hiu Yeung Metz | Pure Portfolios independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Mar 10, 2026 | Jan 30, 2026 |
| Tristan Mancisidor | Pure Portfolios independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Mar 10, 2026 | Jan 30, 2026 |
| Samantha Irene Gianella | Morgan Stanley wirehouse | Waverly Advisors, LLC independent RIA | Wirehouse to independent RIA | Feb 23, 2026 | Mar 3, 2026 |
| Grace Katherine Pettit | Kleinfelder Capital, Inc. independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Feb 11, 2026 | Mar 16, 2026 (33 d) |
| Tia Rosehill | LPL Financial LLC BD affiliated | Waverly Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 9, 2026 | Feb 19, 2026 |
| Alexander Dolle | Wealth Enhancement Advisory Services, LLC BD affiliated | Waverly Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 6, 2026 | Mar 16, 2026 (38 d) |
| Long Xie Delille | Manchester Capital Management LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Feb 4, 2026 | Mar 3, 2026 |
| Brian Birney Musso | Promus Capital, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Dec 31, 2025 | Nov 14, 2025 |
| Lawerence Lee Hood | Pacific Portfolio Consulting, LLC mixed wealth | Waverly Advisors, LLC independent RIA | RIA to RIA | Dec 23, 2025 | Oct 22, 2025 |
| Scott Thomas Fisher | Pacific Portfolio Consulting, LLC mixed wealth | Waverly Advisors, LLC independent RIA | RIA to RIA | Dec 23, 2025 | Oct 23, 2025 |
| Eric Peter Jarvis | Pacific Portfolio Consulting, LLC mixed wealth | Waverly Advisors, LLC independent RIA | RIA to RIA | Dec 23, 2025 | Oct 22, 2025 |
| James Edward Ayres | Pacific Portfolio Consulting, LLC mixed wealth | Waverly Advisors, LLC independent RIA | RIA to RIA | Dec 23, 2025 | Oct 24, 2025 |
| Matthew Curtis Litzler | Pacific Portfolio Consulting, LLC mixed wealth | Waverly Advisors, LLC independent RIA | RIA to RIA | Dec 23, 2025 | Oct 23, 2025 |
| Harve Eugene Menkens | Pacific Portfolio Consulting, LLC mixed wealth | Waverly Advisors, LLC independent RIA | RIA to RIA | Dec 23, 2025 | Oct 23, 2025 |
| George Robert Jarvis | Pacific Portfolio Consulting, LLC mixed wealth | Waverly Advisors, LLC independent RIA | RIA to RIA | Dec 23, 2025 | Oct 22, 2025 |
| Ketulkumar Jatinbhai Trivedi | Pacific Portfolio Consulting, LLC mixed wealth | Waverly Advisors, LLC independent RIA | RIA to RIA | Dec 23, 2025 | Oct 22, 2025 |
| Benjamin Paul Hines | Pacific Portfolio Consulting, LLC mixed wealth | Waverly Advisors, LLC independent RIA | RIA to RIA | Dec 23, 2025 | Oct 23, 2025 |
| Frank Christopher Greekas | Pacific Portfolio Consulting, LLC mixed wealth | Waverly Advisors, LLC independent RIA | RIA to RIA | Dec 23, 2025 | Oct 22, 2025 |
| Gregory James Conway | Pacific Portfolio Consulting, LLC mixed wealth | Waverly Advisors, LLC independent RIA | RIA to RIA | Dec 23, 2025 | Oct 23, 2025 |
| Mark John Aloisio | Promus Capital, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Dec 12, 2025 | Nov 14, 2025 |
| Cooper Downs White | Promus Capital, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Dec 12, 2025 | Nov 14, 2025 |
| Jacob Michael Barton | Promus Capital, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Dec 12, 2025 | Nov 14, 2025 |
| Charles Thomas Adair | Promus Capital, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Dec 12, 2025 | Nov 14, 2025 |
| Katherine Beth Scott | Promus Capital, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Dec 12, 2025 | Nov 14, 2025 |
| Barry Nathan Paster | Bridge Creek Capital Management LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Dec 9, 2025 | Nov 7, 2025 |
| Scott Thomas Myers | Bridge Creek Capital Management LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Dec 9, 2025 | Nov 7, 2025 |
| Lisa Evelyn Bracken | Bridge Creek Capital Management LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Dec 9, 2025 | Nov 7, 2025 |
| Bryan Larsen | Cetera Investment Advisers LLC BD affiliated | Waverly Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 20, 2025 | Dec 15, 2025 |
| Christopher Cruz Brooks | Tobias Financial Advisors independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Nov 12, 2025 | Dec 17, 2025 (35 d) |
| Jennifer Hamner Kendall | The Welch Group, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Nov 4, 2025 | Feb 5, 2026 (93 d) |
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199 moves match.