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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Stephen Davis MilesAddicus Advisory, LLCINVEST Financial Corporation12-06-2016
Andrew B AdamsAddicus Advisory, LLCINVEST Financial Corporation12-06-2016
Jason Edward BarnesAllstate Financial Services, LLCINVEST Financial Corporation06-16-2014
Kathleen Marie IndianoAmerican Portfolios Financial Services, Inc.INVEST Financial Corporation$5011-30-2017
John Allen ReeseAmerican Portfolios Financial Services, Inc.INVEST Financial Corporation10-16-2017
Timothy John HarleyAmerican Portfolios Financial Services, Inc.INVEST Financial Corporation02-01-2016
Granville Joseph KnowlesAmerican Portfolios Financial Services, Inc.INVEST Financial Corporation10-22-2015
John MarinelliAmerican Portfolios Financial Services, Inc.INVEST Financial Corporation$2512-13-2013
Edward Mccarthy DooneyAmerican Portfolios Financial Services, Inc.INVEST Financial Corporation$1012-12-2013
John D CosciaAmerican Portfolios Financial Services, Inc.INVEST Financial Corporation$5012-09-2013
Gregory Edward PuttickAmerican Portfolios Financial Services, Inc.INVEST Financial Corporation$2312-03-2013
Eric Todd StuckeyAmeriprise Financial Services, LLCINVEST Financial Corporation$10001-02-2018
Steven Robert SchwartzAmeriprise Financial Services, LLCINVEST Financial Corporation01-02-2018
Galen K ReederAmeriprise Financial Services, LLCINVEST Financial Corporation01-02-2018
Jason Gordon BedfordAmeriprise Financial Services, LLCINVEST Financial Corporation$5010-02-2017
Alexander Love Hinson JrAmeriprise Financial Services, LLCINVEST Financial Corporation07-28-2017
Kyle Gene EdsallAmeriprise Financial Services, LLCINVEST Financial Corporation$5007-01-2016
Andrew Brian HenryAmeriprise Financial Services, LLCINVEST Financial Corporation08-24-2015
Heather S SaundersAmeriprise Financial Services, LLCINVEST Financial Corporation05-06-2013
David L FerlandAmeriprise Financial Services, LLCINVEST Financial Corporation08-17-2012
Jeffrey Alan RibletAsset Protection Group, LLCINVEST Financial Corporation10-19-2010
Linda Lee KnightonAvantax Investment Services, Inc.INVEST Financial Corporation12-22-2017
Eddie Wayne WhitfieldAvantax Investment Services, Inc.INVEST Financial Corporation12-13-2017
Luther A Bazzle IIIAvantax Investment Services, Inc.INVEST Financial Corporation09-29-2017
Alan Ray SwitzerAvantax Investment Services, Inc.INVEST Financial Corporation08-11-2010
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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.