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.

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
Arec Wayne LigonMerrill Lynch, Pierce, Fenner & Smith IncorporatedForesters Financial Services, Inc.10-25-2018
James Douglas Purdie IIPark Avenue Securities LLCForesters Financial Services, Inc.10-02-2018
Bryan Robert ByrerJ.P. Morgan Securities LLCForesters Financial Services, Inc.04-17-2018
William Harris EvansThrivent Investment Management Inc.Foresters Financial Services, Inc.01-09-2018
Ryan Eugene KnightCharles Schwab & Co., Inc.Foresters Financial Services, Inc.09-08-2017
Christopher Andrew VaughnThrivent Investment Management Inc.Foresters Financial Services, Inc.06-30-2017
Kennith Marcell MeeksEdward JonesForesters Financial Services, Inc.09-23-2016
Matthew Aaron FrischeFifth Third Securities, Inc.Foresters Financial Services, Inc.08-19-2016
Richard MildausJ.P. Morgan Securities LLCForesters Financial Services, Inc.05-10-2016
Steven Stoner SharpMML Investors Services, LLCForesters Financial Services, Inc.02-16-2016
Erin Leann SmithLPL Financial LLCForesters Financial Services, Inc.01-21-2011
Ashley Kae HarberLPL Financial LLCForesters Financial Services, Inc.12-03-2010
Debra Lee PowellCetera Investment Services LLCForesters Financial Services, Inc.06-18-2010
Benjamin Joseph HayhurstChase Investment Services Corp.Foresters Financial Services, Inc.06-01-2009
Benjamin David HarberLPL Financial LLCForesters Financial Services, Inc.$1012-03-2010

Showing 1 to 15 of 15 entries

Page 1

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.