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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Quincy HallCetera Advisor Networks LLCMML Investors Services, LLC08-14-2017
James Allen LebzelterCetera Advisor Networks LLCMML Investors Services, LLC06-20-2017
Jeffrey Alan ClarkCetera Advisor Networks LLCMML Investors Services, LLC$102-22-2017
Timothy Richard FliamCetera Advisor Networks LLCMML Investors Services, LLC08-23-2016
Kenneth Alan BiedermanCetera Advisor Networks LLCMML Investors Services, LLC01-04-2016
John Craige MarekCetera Advisor Networks LLCMML Investors Services, LLC07-01-2015
Todd Paul ClaypoolCetera Advisor Networks LLCMML Investors Services, LLC03-04-2015
Michael Ryan MillerCetera Advisor Networks LLCMML Investors Services, LLC11-13-2014
A. Dale SchaeferCetera Advisor Networks LLCMML Investors Services, LLC11-27-2013
Daniel P StewartCetera Advisor Networks LLCMML Investors Services, LLC03-23-2011
Kay Ann FreitagCetera Advisor Networks LLCMML Investors Services, LLC02-23-2011
Wayne Devonne BisekCetera Advisor Networks LLCMML Investors Services, LLC07-26-2010
Travis H FlandermeyerCetera Advisor Networks LLCMML Investors Services, LLC$106-01-2010
Denis Richard CurcioCetera Advisor Networks LLCMML Investors Services, LLC$10003-09-2010
Peter Michael MickelsonCetera Advisor Networks LLCMML Investors Services, LLC$1002-25-2009
Derek Robert SchanhoferCetera Advisor Networks LLCMML Investors Services, LLC02-20-2009
Michael Anthony BushCetera Advisors LLCMML Investors Services, LLC$103-12-2018
Stephen Robert PhilpottCetera Advisors LLCMML Investors Services, LLC$111-04-2014
Steven James Henderson IICetera Advisors LLCMML Investors Services, LLC08-13-2014
Daniel Joseph RudskiCetera Advisors LLCMML Investors Services, LLC$2501-28-2014
Danny D AlbertsonCetera Advisors LLCMML Investors Services, LLC04-08-2013
Gibson Johnston Pryor Jr.Cetera Advisors LLCMML Investors Services, LLC09-24-2012
Robert Mark WheatleyCetera Advisors LLCMML Investors Services, LLC01-03-2011
Larry Gene ZucksworthCetera Financial Specialists LLCMML Investors Services, LLC07-27-2018
Nimia Lactao PilapilCetera Financial Specialists LLCMML Investors Services, LLC06-26-2017
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Showing 301 to 325 of 1,724 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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