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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
David Andrew AdkissonAdkisson Capital, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-31-2013
Mergim EleziAdriatic Wealth Management LLCWestPark Capital, Inc.03-08-2017
Daniel Mark Amiot IIAdvance Capital Management IncCORNERSTONE CAPITAL ADVISORS01-02-2018
David R ForshewAdvance Capital Management IncCornerstone Capital Advisors07-29-2016
Thaddeus Dwight PhelpsAdvance Wealth Management Service, LLCAmeriprise Financial Services, Inc.05-13-2019
Charles David MylreaAdvanced Advisor Group, LLCNorthland Securities, Inc.05-18-2018
Matthew Wayne MartinsonAdvanced Advisor Group, LLCVoya Financial Advisors, Inc.02-26-2018
Tyler Thomas FrostAdvanced Advisor Group, LLCVoya Financial Advisors, Inc.$2511-01-2017
Brandt Bob WendlandAdvanced Advisor Group, LLCFeltl & Company03-02-2017
Matthew Shane EnglandAdvanced Advisor Group, LLCPFS Investments Inc.12-07-2016
Joseph Francis BatkiewiczAdvanced Advisor Group, LLCVoya Financial Advisors, Inc.$1009-08-2016
George William LeistikowAdvanced Advisor Group, LLCWaddell & Reed09-07-2016
Brady Lynn HusbynAdvanced Advisor Group, LLCCommonwealth Financial Network01-19-2016
Gabriel Allen JonesAdvanced Asset Management L.L.C.NAUTILUS FINANCIAL LLC05-08-2014
Randolf John AlbersAdvanced Financial ServicesAmerican Independent Securities Group, LLC03-21-2016
Robert Edward DiasAdvanced Financial ServicesSunset Financial Services, Inc.03-21-2012
Carroll Daniel Carson Jr.Advanced Planning, Inc.Summit Financial Group Inc03-28-2013
Kevin Scott StapletonAdvanced Practice Advisors, LLCWells Fargo Clearing Services, LLC12-27-2016
Paul Curtis SpitzerAdvanced Practice Advisors, LLCConcert Wealth Management06-15-2010
Jeffrey Michael JustiAdvanced Retirement Solutions, LLCUnited Planners' Financial Services of America A Limited Partner06-30-2017
Soren Thomas ChristensenAdvanced Wealth Asset Management LLCG.F. Investment Services, LLC08-23-2017
Antonio Pedro GomesAdvanced Wealth ManagementInvestors Capital Corp.08-16-2016
James Murray Paul IIIAdvantage Investment Management, LLCNational Planning Corporation07-31-2012
Henry Thomas BolenAdvantage Investment Management, LLCNational Planning Corporation07-30-2012
Rodney Tracey FlanneryAdvantage Investment Management, LLCNational Planning Corporation07-24-2012
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Showing 276 to 300 of 100,580 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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