Advisers on the Move TEST

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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
David Matthew DietrichAdvantage Capital Advisors, LLCCetera Advisor Networks LLC10-24-2016
Joy Soon OhAdvicePeriod, LLCCetera Advisor Networks LLC08-17-2017
Michael Kevin DavisAdviPartner, LLCCetera Advisor Networks LLC05-04-2017
Sean Patrick BarrettAdvisorNet Wealth ManagementCetera Advisor Networks LLC10-01-2018
ANDREW JAMES TUFFORDAdvisorNet Wealth ManagementCetera Advisor Networks LLC05-17-2018
Brian Lee ThorkelsonAdvisorNet Wealth ManagementCetera Advisor Networks LLC11-21-2016
Michele Lynna MartinAdvisorNet Wealth ManagementCetera Advisor Networks LLC11-21-2016
Mary Ruth Quist-NewinsAdvisorNet Wealth ManagementCetera Advisor Networks LLC10-05-2016
David Lynn HartmannAdvisorNet Wealth ManagementCetera Advisor Networks LLC08-15-2016
Terra Rose JohnsonAdvisorNet Wealth ManagementCetera Advisor Networks LLC04-11-2016
Derek Jonathan NutterAdvisorNet Wealth ManagementCetera Advisor Networks LLC09-19-2014
Michelle Lynn CampbellAdvisorNet Wealth ManagementCetera Advisor Networks LLC01-29-2014
Eric James KuituAdvisorNet Wealth ManagementCetera Advisor Networks LLC01-29-2014
Andrew Raymond FeterlAdvisorNet Wealth ManagementCetera Advisor Networks LLC01-29-2014
Brittany Jene MetzigAdvisorNet Wealth ManagementCetera Advisor Networks LLC01-29-2014
Joseph Paul NelsonAdvisorNet Wealth ManagementCetera Advisor Networks LLC01-29-2014
CHRISTINA NICOLE JACOBS HUGHESAdvisorNet Wealth ManagementCetera Advisor Networks LLC01-28-2014
Justin Royal KuituAdvisorNet Wealth ManagementCetera Advisor Networks LLC01-27-2014
Matthew Lee GulbransenAdvisorNet Wealth ManagementCetera Advisor Networks LLC12-17-2013
Richard James DevickAdvisorNet Wealth ManagementCetera Advisor Networks LLC01-02-2013
Steven Andrew TomisekAdvisors Financial, Inc.Cetera Advisor Networks LLC12-23-2015
Joseph Mason Van NameAdvisors Financial, Inc.Cetera Advisor Networks LLC12-23-2011
Sharon Louise CaseAdvisory Alpha, LLCCetera Advisor Networks LLC01-27-2015
Peter Patrick CahillAdvisory Group Equity Services Ltd.Cetera Advisor Networks LLC$15006-01-2012
Clarence Ronald Patton Jr.Alexander Capital, L.P.Cetera Advisor Networks LLC02-18-2020
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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.