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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Thomas PetersenWoodbury Financial Services, Inc.Questar Capital Corporation$2504-26-2019
Theodore M. MoyerLegacy 360 Financial and Wealth Management LLCQuestar Capital Corporation03-21-2019
John LanzettaSecurities America, Inc.Questar Capital Corporation$17503-12-2019
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
Dave Odell JohnsonWoodbury Financial Services, Inc.Questar Capital Corporation$1,00003-01-2019
Daron Edward McMillanWoodbury Financial Services, Inc.Questar Capital Corporation$50003-01-2019
Patricia Elaine VeneyWoodbury Financial Services, Inc.Questar Capital Corporation$20003-01-2019
John Gregory UtterWoodbury Financial Services, Inc.Questar Capital Corporation$15003-01-2019
Donald Gregory StonebargerWoodbury Financial Services, Inc.Questar Capital Corporation$15003-01-2019
Christopher John TaylorWoodbury Financial Services, Inc.Questar Capital Corporation$15003-01-2019
Jeffrey E. BelokinWoodbury Financial Services, Inc.Questar Capital Corporation$13803-01-2019
Roland Law TerrellWoodbury Financial Services, Inc.Questar Capital Corporation$10003-01-2019
Terry Craig SandvoldWoodbury Financial Services, Inc.Questar Capital Corporation$10003-01-2019
Thomas Joseph Wiltz IIIWoodbury Financial Services, Inc.Questar Capital Corporation$10003-01-2019
Lawrence Fredrick BairdWoodbury Financial Services, Inc.Questar Capital Corporation$10003-01-2019
Michael Harris SearsWoodbury Financial Services, Inc.Questar Capital Corporation$10003-01-2019
Michael John Gordon Jr.Woodbury Financial Services, Inc.Questar Capital Corporation$10003-01-2019
Cesar Hugo LopezWoodbury Financial Services, Inc.Questar Capital Corporation$10003-01-2019
Joel Evan BurrisWoodbury Financial Services, Inc.Questar Capital Corporation$10003-01-2019
Anthony Craig CouchWoodbury Financial Services, Inc.Questar Capital Corporation$10003-01-2019
Charles Anthony MoutonWoodbury Financial Services, Inc.Questar Capital Corporation$10003-01-2019
David Alan WeilerWoodbury Financial Services, Inc.Questar Capital Corporation$6503-01-2019
Andrew Joseph HoweWoodbury Financial Services, Inc.Questar Capital Corporation$5203-01-2019
Next Page »

Showing 1 to 25 of 382 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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