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
Robert J. Atko Jr.U.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.$10010-25-2018
Michael James PassThe Huntington Investment CompanyBMO Harris Financial Advisors, Inc.$15006-27-2018
James Robert Ray Jr.IHT Wealth Management LLCBMO Harris Financial Advisors, Inc.04-24-2018
Bradley Peter GroganPNC InvestmentsBMO Harris Financial Advisors, Inc.02-05-2018
Nicholas David PacentiJ.P. Morgan Securities LLCBMO Harris Financial Advisors, Inc.12-11-2017
Terence Neal MortonWells Fargo Clearing Services, LLCBMO Harris Financial Advisors, Inc.12-01-2017
William James FloydMerrill Lynch, Pierce, Fenner & Smith IncorporatedBMO Harris Financial Advisors, Inc.11-08-2017
Richard KuzniarFifth Third Securities, Inc.BMO Harris Financial Advisors, Inc.$10010-16-2017
Stanko PavlovicLPL Financial LLCBMO Harris Financial Advisors, Inc.$109-13-2017
Gregg Mckinley LuncefordMesirow Financial, Inc.BMO Harris Financial Advisors, Inc.$10007-03-2017
James J FalcioneFifth Third Securities, Inc.BMO Harris Financial Advisors, Inc.06-15-2017
Mark Stephen MccallumKabarec Financial Advisors LtdBMO Harris Financial Advisors, Inc.05-04-2017
Eric Christian AndersFifth Third Securities, Inc.BMO Harris Financial Advisors, Inc.04-19-2017
Stewart Earl SchraderFifth Third Securities, Inc.BMO Harris Financial Advisors, Inc.$15003-22-2017
Alexander GallegosWoodbury Financial Services, Inc.BMO Harris Financial Advisors, Inc.03-21-2017
Steven John GillhausMowery & Schoenfeld Wealth Management, LLCBMO Harris Financial Advisors, Inc.02-15-2017
Kenneth Scott RobbinsStrategic Advisers LLCBMO Harris Financial Advisors, Inc.01-20-2017
Michael D OberheimLPL Financial LLCBMO Harris Financial Advisors, Inc.12-14-2016
Joshua Robert WebsterJ.P. Morgan Securities LLCBMO Harris Financial Advisors, Inc.11-23-2016
Laura Christine GrabavoyU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.11-22-2016
James V Petitpren IIIHT Wealth Management LLCBMO Harris Financial Advisors, Inc.10-27-2016
Craig Roger WeeksWells Fargo Advisors Financial Network, LLCBMO Harris Financial Advisors, Inc.$7410-14-2016
Daisy Rina FernandezJ.P. Morgan Securities LLCBMO Harris Financial Advisors, Inc.10-14-2016
Neslihan I SaracU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.09-07-2016
Jason Kyle HartzellWorld Equity Group, Inc.BMO Harris Financial Advisors, Inc.$5008-18-2016
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Showing 1 to 25 of 59 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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