Advisers on the Move

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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeanie Fielder EymonttAbsolute Alpha Corp.American Portfolios Financial Services, Inc.12-10-2016
John KimAbsolute Alpha Corp.Independent Financial Group, LLC02-02-2015
Jeffrey YoakumAbunda Financial, LLCSilicon Valley Wealth Advisors, LLC09-13-2012
George Norris EllisAbundance Advisors, Inc.Park Avenue Securities LLC08-28-2014
Kyle William RestadAbundance Financial PlanningEdward Jones10-19-2011
Rena Kay BreedingAbundant Capital Strategies LLCColumbia Benefits, LLC06-07-2016
Aaron David RitterABUNDANT WEALTH PARTNERS, LLCWest Coast Financial, LLC07-22-2016
Guillermo J. Hernandez - BrunetAC Advisors, LLCUBS Financial Services Incorporated of Puerto Rico02-17-2016
Avelino Nmn Cortina IIIAC3 CapitalWells Fargo Clearing Services, LLC06-03-2011
Scott James SnyderAcadia Legacy GroupFoster Group, Inc.12-05-2017
Stacie Lynn BrassAccel Wealth Management LLCAccel Wealth Management01-16-2017
Michael Scott BarrowsACCELERATED CAPITAL GROUPTrilogy Capital, Inc.10-24-2017
Mark Steven StewartACCELERATED CAPITAL GROUPAscendiant Capital Markets, LLC03-17-2017
Lori Jean VermeerACCELERATED CAPITAL GROUPSagePoint Financial, Inc.08-10-2016
Malcolm Ian CampbellACCELERATED CAPITAL GROUPNewport Coast Securities, Inc.06-03-2015
Gregory Harold ZastrowAccelerated Capital GroupArive Capital Markets03-31-2015
Matthew Naniola PavichACCELERATED CAPITAL GROUPPresidential Brokerage, Inc.12-23-2013
Adam Jay SellensACCELERATED CAPITAL GROUPMeridian United Capital, LLC02-27-2012
Christopher John BowmanACCELERATED CAPITAL GROUPMeridian United Capital, LLC02-21-2012
Scott Wayne ReedAccelerated Capital GroupMeridian United Capital, LLC02-21-2012
Ryan Michael LovettAccelerated Capital GroupMeridian United Capital, LLC02-17-2012
Kozen Edward TsukamotoAccelerated Capital GroupThieme Securities, Inc.04-23-2010
Wayne Ivan MiillerAccelerated Capital GroupThieme Securities, Inc.04-13-2010
Kyle J RolekAccess Advisors, LLCPurshe Kaplan Sterling Investments04-21-2015
James Joseph OplotnikAccess Advisory Group LLCAccess Financial Resources Inc.02-02-2009
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Showing 276 to 300 of 132,622 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.


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