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
Zachary Hussam MakawiCambridge Investment Research, Inc.Next Financial Group, Inc.04-26-2019
Douglas Allan SchmidtWoodbury Financial Services, Inc.Next Financial Group, Inc.02-27-2019
Brently John KlontzCambridge Investment Research, Inc.Next Financial Group, Inc.09-15-2017
Edward Carl Ittner Jr.Brokers International Financial Services, LLC.Next Financial Group, Inc.$5009-01-2017
Quinton Holton IIIHolton & Kosanke Wealth Management, LLCNext Financial Group, Inc.08-22-2017
Peter Gilbert Kosanke Jr.Holton & Kosanke Wealth Management, LLCNext Financial Group, Inc.08-22-2017
Edgar Michael PelfreyWoodbury Financial Services, Inc.Next Financial Group, Inc.$5006-17-2014
William A. Siegler Jr.United Planners' Financial Services of America A Limited PartnerNext Financial Group, Inc.06-09-2014
David Cunningham RenziIronwood Financial, LLCNext Financial Group, Inc.03-31-2014
Roger Raye PearsonSagePoint Financial, Inc.Next Financial Group, Inc.$1008-24-2012
John Paul DevesSagePoint Financial, Inc.Next Financial Group, Inc.$10011-11-2011
Robert Richard MunozMerrill Lynch, Pierce, Fenner & Smith IncorporatedNext Financial Group, Inc.10-24-2011
Stephen Renden ThomasSagePoint Financial, Inc.Next Financial Group, Inc.$5002-14-2011
Elad Gad GorenSagePoint Financial, Inc.Next Financial Group, Inc.$1002-14-2011
Jon Michael ZoetUnited Planners' Financial Services of America A Limited PartnerNext Financial Group, Inc.$1006-25-2010

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.


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 It'll help us continue to serve you.

Yes, show me how to whitelist

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