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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Larry Silverman, Amy Legate360 Wealth ManagementLPL Financial$6511-01-2016
Rick Brown, Grant Brown360 Wealth ManagementLPL Financial$6009-29-2016
Sam Rodriguez360 Wealth ManagementJPMorgan Chase & Co.$6609-26-2016
James Earl Webb 360 Wealth ManagementEdward Jones$9506-17-2016
John Bailey360 Wealth ManagementLPL Financial$6105-04-2016
Paige Leigh St Martin360 Wealth Management, LLCLevel Four Advisory Services08-02-2018
John William Mcfarling360 Wealth Management, LLCEdward Jones11-16-2017
Brick Palmer Parsons360 Wealth Management, LLCEdward Jones04-28-2017
Thomas Matthew Hubbell360 Wealth Management, LLCMaverick Wealth Management04-03-2017
James Kirby Webb360 Wealth Management, LLCEdward Jones02-23-2017
Samuel Elliot Rodriguez360 Wealth Management, LLCJ.P. Morgan Securities LLC09-16-2016
James Earl Webb II360 Wealth Management, LLCEdward Jones06-17-2016
Dayle Nelson Scheinman360 Wealth Management, LLCInvestacorp, Inc.01-28-2013
Jeffrey Don Peace360 Wealth Management, LLCHilltop Securities Independent Network Inc.01-02-2013
Thomas Gerard Stecik360 Wealth Management, LLCSaunders And Associates12-13-2012
Carlisle Hopewood Mott360 Wealth Management, LLCEdward Jones11-06-2012
Martin Charles Johnson361 Financial Planning, Inc.Morgan Stanley05-23-2016
Fetzer Eugene Crockett4-C Personal Wealth Management Consultants, LLCNational Planning Corporation04-21-2009
James William Kilgore401 Advisor, LLCInVest Capital Partners08-07-2018
Larry Kanji Uyeno401K Assist, LLCStadion Money Management, LLC10-05-2017
Adam R Kulesza401K Gps401 (K) Gps, Inc.12-03-2013
Albert Pingree Herzog III401K Gps401 (K) Gps, Inc.12-03-2013
Michael Robert Chechel Jr.401K Gps401 (K) Gps, Inc.12-03-2013
Jason Donald Marty401k Investment ProfessionalsPackerland Brokerage Services, Inc.02-26-2016
Matthew David Grishman401k Masters, LLCBrokers International Financial Services, LLC.02-06-2015
« Previous PageNext Page »

Showing 151 to 175 of 132,751 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.