Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Richard Horace JenkinsStone Toro Investment AdvisersZynin Capital Management LLC11-29-2012
Ryan Patrick ZacharczykZynergy Retirement PlanningZynergy Retirement Planning02-22-2017
Mark S MalterMorgan StanleyZydeco Trading, LLC03-22-2012
Ashleigh Marie McfarlinLPL Financial LLCZuraw Financial Advisors, LLC10-01-2019
Timothy Richard StringerJMG Financial Group LtdZuckerman Investment Group09-20-2019
Eddy R. GomarUniform Wealth ManagementZT Wealth Advisory01-08-2018
Thomas Candow JacobsHuckleberry Capital Management, LLCZT Wealth Advisory12-22-2015
Julie Allen GuytonRaymond James Financial Services, Inc.Zions Direct, Inc.11-29-2017
Janet Kathleen MelloLPL Financial LLCZions Direct, Inc.11-16-2017
Matthew Robert JohnsonLPL Financial LLCZions Direct, Inc.06-06-2017
Brian D. MooreLPL Financial LLCZions Direct, Inc.$5004-04-2017
Gregory Wilford AikenLPL Financial LLCZions Direct, Inc.02-01-2017
Edward James Churchill IIIRBC Capital Markets, LLCZions Direct, Inc.10-25-2016
Brian Patrick CunningLPL Financial LLCZions Direct, Inc.$1710-04-2016
Ben Karl BlakeLPL Financial LLCZions Direct, Inc.09-19-2016
Robert Andrews SheltonLPL Financial LLCZions Direct, Inc.07-18-2016
Ben C C. Allen IIILPL Financial LLCZions Direct, Inc.06-29-2015
Benjamin Ray SehyMoreton Asset Management, LLCZions Direct, Inc.06-23-2015
Kyle Frederick HodgesLPL Financial LLCZions Direct, Inc.$2503-20-2015
Keith Andrew SchmidtLPL Financial LLCZions Direct, Inc.03-20-2015
Scott Athan AlbrightLPL Financial LLCZions Direct, Inc.03-20-2015
Jonathan James PoureLPL Financial LLCZions Direct, Inc.03-20-2015
Paul W. SolieLPL Financial LLCZions Direct, Inc.03-20-2015
Kristopher Kelly WattsCetera Investment Services LLCZions Direct, Inc.02-19-2015
Craig Harvey TibbittsParkland Securities, LLCZions Direct, Inc.$5001-27-2015
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Showing 1 to 25 of 181,076 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.