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
Jason Jordan BennettSII Investments, Inc.Questar Capital Corporation11-24-2009
James Richard DonovanSII Investments, Inc.Questar Capital Corporation$10011-30-2009
Gary George GilbertCapital Financial Services, Inc.Questar Capital Corporation$10006-25-2012
Robin Dewayne WallsCapital Financial Services, Inc.Questar Capital Corporation07-06-2012
Thomas Joseph PartridgeCapital Financial Services, Inc.Questar Capital Corporation$25007-27-2012
Amy Jean ErkenbrackThrivent Investment Management Inc.Questar Capital Corporation07-01-2014
Michael James FerrellVoya Financial Advisors, Inc.Questar Capital Corporation$10010-15-2014
JAMES CLIFFORD DANNERVoya Financial Advisors, Inc.Questar Capital Corporation$10010-15-2014
John Michael CrandallVoya Financial Advisors, Inc.Questar Capital Corporation10-15-2014
Christopher Branch PaulsonCRI Securities, LLCQuestar Capital Corporation02-10-2016
David Michael RubeyFarmers Financial Solutions, LLCQuestar Capital Corporation$10001-03-2017
Dianne Elizabeth SiebrasseLPL Financial LLCQuestar Capital Corporation$10006-08-2017
Karl Ray NormanPolar Investment Counsel, Inc.Questar Capital Corporation$10709-25-2017
Dennis Allen KochPackerland Brokerage Services, Inc.Questar Capital Corporation$25011-21-2017
Rose Mary Weiler KochPackerland Brokerage Services, Inc.Questar Capital Corporation11-21-2017
Joseph S. SaffrinCapital Asset Advisory Services, LLCQuestar Capital Corporation04-03-2018
Matthew Alexander Howarth HallGradient Securities, LLCQuestar Capital Corporation08-23-2018
Perry Steven LongSecurities America, Inc.Questar Capital Corporation$10011-09-2018
David Steven KrasnoffCetera Advisor Networks LLCQuestar Capital Corporation01-22-2019
Luke James StromCetera Advisor Networks LLCQuestar Capital Corporation03-04-2019
Todd Christopher MoritzWhite Turf Financial LLC.Questar Capital Corporation03-11-2019
Andrew Baird DavisWoodbury Financial Services, Inc.Questar Capital Corporation04-09-2019
Robert Williams IIIThrivent Investment Management Inc.Questar Capital Corporation04-26-2019
Jonathan Vernon RiceSecurities America, Inc.Questar Capital Corporation$25006-03-2019

Showing 1 to 24 of 24 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.


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