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
Anthony Thomas RecklingAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC09-11-2020
Brenda Ann WheatleyFifth Third Securities, Inc.J.P. Morgan Securities LLC08-12-2020
Jonathan Campbell HatfieldMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC07-23-2020
Michael Anthony VendittelliISTO Advisors, LLCJ.P. Morgan Securities LLC07-20-2020
Andrew ZobelVALIC Financial Advisors, Inc.J.P. Morgan Securities LLC07-14-2020
Ryan Hilary RileyAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC07-10-2020
Kevin Findley McMillanUnited Planners' Financial Services of America A Limited PartnerJ.P. Morgan Securities LLC05-26-2020
Joshua Michael NunneleyEdward JonesJ.P. Morgan Securities LLC04-14-2020
Michael Anthony Beale LovellPruco Securities, LLC.J.P. Morgan Securities LLC02-20-2020
Matthew C OwensThe Huntington Investment CompanyJ.P. Morgan Securities LLC02-01-2020
Eric Kyle BirchLPL Financial LLCJ.P. Morgan Securities LLC$15001-13-2020
James Joseph Tillman JrCUNA Brokerage Services, Inc.J.P. Morgan Securities LLC12-12-2019
Elida ZeneliFifth Third Securities, Inc.J.P. Morgan Securities LLC11-01-2019
Nicholas Steven HandelandPrincipal Securities, Inc.J.P. Morgan Securities LLC09-30-2019
Devin EllisMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC09-19-2019
Marc W JancaPNC InvestmentsJ.P. Morgan Securities LLC08-27-2019
Edward D JonesInfinex Investments, Inc.J.P. Morgan Securities LLC08-01-2019
David Frank TiesmaFifth Third Securities, Inc.J.P. Morgan Securities LLC07-25-2019
Devin A WhiteMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC07-18-2019
Mark M ChrobakEdward JonesJ.P. Morgan Securities LLC07-18-2019
R Grant Craig IiAdvisory Alpha, LLCJ.P. Morgan Securities LLC07-11-2019
Austen Nathaniel StewartMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC06-20-2019
Dimitri Ioannis HountalasCetera Investment Services LLCJ.P. Morgan Securities LLC06-18-2019
Eric Charles MetzgerWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC$15005-15-2019
Joyce Anora WardwellCambridge Investment Research, Inc.J.P. Morgan Securities LLC04-22-2019
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Showing 1 to 25 of 123 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.