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
Charles Joseph Segal Jr.The Leaders Group, Inc.Questar Capital Corporation06-18-2019
Theodore M. MoyerLegacy 360 Financial and Wealth Management LLCQuestar Capital Corporation03-21-2019
Todd Christopher MoritzWhite Turf FinancialQuestar Capital Corporation03-11-2019
Paul Justin GiesMutual of Omaha Investor Services, Inc.Questar Capital Corporation03-04-2019
Luke James StromCetera Advisor Networks LLCQuestar Capital Corporation03-04-2019
Mahlon E BontragerWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
David Alan JohnsonWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Noreen Sue Lin ClementWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Barry Stephen MillsonWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Carolyn Shapiro PozziWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Nevin Verne AbrahamWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Steven Joel MoranWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Rocky William ChisholmWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Stephen John DonnellyWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Ben Jay GieseWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Annette Louise PetzelWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Curt Andrew SimonsenWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Anil Kumar SharmaWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Steinar BergWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
John Edward MelloWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Neal Allen RouchWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Nancy Marlene ButzekWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Don WillnerWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
John David TraynhamWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Terry Dean CrossWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Next Page »

Showing 1 to 25 of 545 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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