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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeffrey Michael HalbertWestmount Asset Management, LLCTelos Capital Management, Inc.09-30-2020
Daniel SuhRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-30-2020
Acil Ryan MechamCetera Investment Advisers LLCWells Fargo Clearing Services, LLC09-30-2020
Joshua Elessar CliffordQuoinage Capital LLCBee Cave Investment Advisors09-30-2020
Matthew Isaac SecemskiMorgan StanleySummit Financial, LLC09-30-2020
Seamus MaccroryStifel, Nicolaus & Company, IncorporatedSantander Securities LLC09-30-2020
Drewry IsaacsonFifth Third Securities, Inc.BB&T Securities, LLC09-30-2020
Ionut GusuRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-30-2020
Samuel Vasquez GaetaDefined Financial Planning LLCJ.W. Cole Financial, Inc.09-30-2020
Travis Matthew OConnorAmeriprise Financial Services, LLCCapital Analysts09-30-2020
Dillon James DutkanychSVB Wealth Advisory, Inc.Fidelity Personal and Workplace Advisors09-30-2020
Kathleen Ann KennedyH. Beck, Inc.Ameriprise Financial Services, LLC09-30-2020
Seth Nizar TahaCitizens Securities, Inc.Wells Fargo Clearing Services, LLC09-30-2020
Jack Arthur KristofRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$4209-29-2020
Dennis Mark ZanowskiLPL Financial LLCSecurities America, Inc.$5009-29-2020
Bryan Thayne BuzzardPark Avenue Securities LLCNYLIFE Securities LLC09-29-2020
Stephenson GraggRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-29-2020
Gary Henry HirshAtlas Fiduciary Financial, LLCStonegate Wealth Management, LLC09-29-2020
Jon Charles FrandellWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-29-2020
Sean Michael McdonoughOnboard Financial Management, LLCWinslow, Evans & Crocker, Inc.09-29-2020
Mary T McGovernMorgan StanleyM&T Securities, Inc.09-29-2020
Jack RutledgeWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-29-2020
Michael James MurrayRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-29-2020
Lynda Diane GregoryBoulder Canyon FinancialBSW Wealth Partners09-29-2020
Sait Alex SaraciBellwether Investment Advisors LLCFisher Investments09-29-2020
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Showing 201 to 225 of 107,627 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.