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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Dewey Wade HildebrandAllstate Financial Services, LLCMML Investors Services, LLC$5005-13-2016
Brian William YeakleyCambridge Investment Research, Inc.MML Investors Services, LLC$5011-01-2018
Steven Charles HakalaCambridge Investment Research, Inc.MML Investors Services, LLC11-15-2017
David Evans HuntCambridge Investment Research, Inc.MML Investors Services, LLC$111-19-2010
Mark John ErtelCapital Advisory Services, LLCMML Investors Services, LLC06-03-2013
Kurt Allen HildebrandCapital City Securities, LLCMML Investors Services, LLC08-06-2015
David Lee TroutmanCetera Advisor Networks LLCMML Investors Services, LLC$5001-23-2018
James Allen LebzelterCetera Advisor Networks LLCMML Investors Services, LLC06-20-2017
Daniel Joseph RudskiCetera Advisors LLCMML Investors Services, LLC$2501-28-2014
Douglas William SockmanCleveland Wealth, LLCMML Investors Services, LLC04-26-2016
Christian John RetherEdward JonesMML Investors Services, LLC06-21-2013
Carl Joseph GraysonEquity Services, Inc.MML Investors Services, LLC02-23-2017
Jeremy Lowell Lynn SchlueterFarmers Financial Solutions, LLCMML Investors Services, LLC$806-02-2010
Bradley David RobertsFifth Third Securities, Inc.MML Investors Services, LLC04-05-2016
Adam BrentlingerFifth Third Securities, Inc.MML Investors Services, LLC02-03-2014
Scott A LoweHornor, Townsend & Kent, LLCMML Investors Services, LLC03-01-2012
Arthur Neil SchlosserIndependent Advisor Alliance, LLCMML Investors Services, LLC08-10-2017
Joshua David PetruskoIron Gate Wealth Advisors, LLCMML Investors Services, LLC11-08-2011
Jeffrey Alan ConyersKey Investment Services LLCMML Investors Services, LLC08-07-2017
Jerelyn Lee PrasserKey Investment Services LLCMML Investors Services, LLC12-10-2013
Jacquelyn Sue McclishLegend Advisory, LLCMML Investors Services, LLC01-26-2018
Raelene Ann NickersonLegend Advisory, LLCMML Investors Services, LLC01-26-2018
Matthew Kent WhitsonLincoln Financial Advisors CorporationMML Investors Services, LLC$8611-10-2017
William Warren Crozier Jr.Lincoln Financial Advisors CorporationMML Investors Services, LLC11-10-2017
James C PicoloLPL Financial LLCMML Investors Services, LLC11-09-2017
Next Page »

Showing 1 to 25 of 71 entries

Page 1 | 2 | 3

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.