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
Derek EvansPFS Investments Inc.PFS Investments Inc.04-02-2020
Utkarsha BanerjeeCetera Advisor Networks LLCPFS Investments Inc.03-30-2020
Cheryl-Ann BacilloAXA Advisors, LLCPFS Investments Inc.03-30-2020
Peter Anton DobleKey Investment Services LLCPFS Investments Inc.03-17-2020
William Perry CrosthwaitePFS Investments Inc.PFS Investments Inc.03-16-2020
Carlos Francisco UriarteSecurities Management & Research, Inc.PFS Investments Inc.03-12-2020
Thomas Wesley FryePFS Investments Inc.PFS Investments Inc.03-12-2020
Luke BrownMerrill Lynch, Pierce, Fenner & Smith IncorporatedPFS Investments Inc.03-11-2020
Carlos Manuel ChapaCresta AdvisorsPFS Investments Inc.03-07-2020
Donavan Anthony ThomasAllstate Financial Advisors, LLCPFS Investments Inc.03-05-2020
James Brandon WhitesidesSilver Oak Securities, IncorporatedPFS Investments Inc.03-04-2020
Paulette Louise BakebergPFS Investments Inc.PFS Investments Inc.03-04-2020
Christina Charlene ShawPFS Investments Inc.PFS Investments Inc.02-27-2020
Arthur V PerezCUNA Brokerage Services, Inc.PFS Investments Inc.02-24-2020
Robert Alexander FeeneyCentric Advisors, LLCPFS Investments Inc.02-12-2020
Pashion WattsJ.P. Morgan Securities LLCPFS Investments Inc.02-11-2020
Joshua William SeyerPFS Investments Inc.PFS Investments Inc.02-08-2020
Jacquelyn Carson HuntEquity Advisors, LLCPFS Investments Inc.02-07-2020
Robert MareinaPFS Investments Inc.PFS Investments Inc.01-29-2020
Floyd Benny JohnsonPFS Investments Inc.PFS Investments Inc.01-28-2020
Cory Allen St EtiennePFS Investments Inc.PFS Investments Inc.01-28-2020
Jason Douglas AllenPFS Investments Inc.PFS Investments Inc.01-28-2020
Damon Andrew PacyaoPFS Investments Inc.PFS Investments Inc.01-28-2020
Melanie L. LoPFS Investments Inc.PFS Investments Inc.01-28-2020
Monet HarrisPFS Investments Inc.PFS Investments Inc.01-28-2020
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Showing 1 to 25 of 1,716 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.