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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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Shane Allen JensenAllegis Investment Services, LLCCetera Advisor Networks LLC10-29-2014
Brady Jake FullerB.O.S.S. Retirement Advisors, LLCCetera Advisor Networks LLC03-20-2019
Edward Dennis GriffinB.O.S.S. Retirement Advisors, LLCCetera Advisor Networks LLC03-22-2016
Jonathan Russell McKenzieCUSO Financial Services, L.P.Cetera Advisor Networks LLC12-23-2019
Elke Mariella TouchetteFinancial Prosperity, Inc.Cetera Advisor Networks LLC$1012-07-2009
James Oxley HerlockerFortune Financial Services, Inc.Cetera Advisor Networks LLC$5001-02-2019
Jake Floyd MellorLegacy Wealth Management, LLCCetera Advisor Networks LLC08-10-2017
Joshua R CookLPL Financial LLCCetera Advisor Networks LLC$1009-28-2016
Stephen Jay MartinLPL Financial LLCCetera Advisor Networks LLC01-29-2016
Craig Brimhall NelsonLPL Financial LLCCetera Advisor Networks LLC01-12-2012
Martin Geddes HurlburtPurshe Kaplan Sterling InvestmentsCetera Advisor Networks LLC$2312-05-2017
Eddie Ray SnowRoyal Alliance Associates, Inc.Cetera Advisor Networks LLC05-14-2019

Showing 1 to 12 of 12 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.