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
Philip Steven ScottAdvantage Investment Management, LLCNational Planning Corporation07-12-2012
David Mason WilliamsAdvantage Investment Management, LLCWealth Strategies Advisory Group, Inc.01-21-2009
Charles AuerbachAdvantage Investment Management, LLCWealth Strategies Advisory Group, Inc.01-21-2009
Dwight D. PetersonAdvantage Wealth AdvisorsLPL Financial LLC11-28-2017
Adam Harris EzrilovAdvantage Wealth AdvisorsRBC Capital Markets, LLC04-13-2017
Hsiao-Chuan ChangAdventus Veritas LLCCUSO Financial Services, L.P.11-16-2017
Ryan D. NaugleAdvice & Planning Services LLCG.F. Investment Services, LLC05-20-2016
Michael L. HuAdvicePeriod, LLCJackson Financial Management05-08-2018
Adam Byron ClarkAdvicePeriod, LLCMoneta Group Investment Advisors, LLC03-01-2018
Ross Alexander KrollAdvicePeriod, LLCOakwood Capital Management LLC01-17-2018
Jacob James DormanAdvicePeriod, LLCDorman Skorheim Wealth Management LLC05-03-2017
Thomas Edward DonnellyAdvicePeriod, LLCCALAMUS FINANCIAL PLANNING03-09-2017
Scott J DavisAdvicePeriod, LLCConvergent Wealth Advisors, LLC01-10-2017
Michael Kevin DavisAdviPartner, LLCCetera Advisor Networks LLC05-04-2017
Robert Douglas LepsonAdviser InvestmentsBraver Wealth Management, LLC02-06-2017
Bradley Keith SharpAdviser InvestmentsBraver Wealth Management, LLC02-06-2017
David John VermeulenAdviser InvestmentsInnovation Partners LLC09-09-2015
Roger Allen RekateAdvisor One, LLCMonticello Investment Services, Inc.12-06-2013
Kevin VidrineAdvisor.InvestmentsLPL Financial LLC04-12-2016
Barry David BigelowAdvisorNet Wealth ManagementState Farm VP Management Corp.06-01-2017
Brian Jeffrey JassAdvisorNet Wealth ManagementWells Fargo Clearing Services, LLC02-23-2016
Will Keith JohnsonAdvisorNet Wealth ManagementRedhawk Wealth Advisors, Inc.08-03-2015
Joshua Martin LegbandAdvisorNet Wealth ManagementRedhawk Wealth Advisors, Inc.06-25-2015
Gregory Jay MolleAdvisorNet Wealth ManagementMorgan Stanley09-12-2014
John Patrick DonovanAdvisorPlanner, LLCThe Jeffrey Matthews Financial Group, L.L.C.03-09-2016
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Showing 301 to 325 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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