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
Patrick M HowellRoyal Alliance Associates, Inc.Sigma Financial Corporation$10006-12-2009
Wayne Howard HansenSummit Financial Working With People You TrustSigma Financial Corporation01-01-2010
Kenneth Sherman AllenAllen Financial ManagementSigma Financial Corporation11-17-2010
Kenneth Robert WinkSummit Financial Working With People You TrustSigma Financial Corporation12-01-2010
James David WinkSummit Financial Working With People You TrustSigma Financial Corporation12-01-2010
Eudora Frances AdolphAvertrust Wealth LLCSigma Financial Corporation04-14-2011
Robert Louis Wink Jr.Summit Financial Working With People You TrustSigma Financial Corporation05-26-2011
Kurt C MartynWFG Investments, Inc.Sigma Financial Corporation10-26-2011
Danielle Leigh KammeyerMcDonald Partners LLCSigma Financial Corporation12-05-2011
Samuel Zachary FinebergFineberg Wealth Management, LLCSigma Financial Corporation04-11-2012
Eddie Charles WilliamsLifeMark Securities Corp.Sigma Financial Corporation$10004-20-2012
Giovanni Attilio VolpeWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Sigma Financial Corporation06-01-2012
Melissa Marie SchultzWaddell & ReedSigma Financial Corporation09-27-2012
Daniel Martin KrugG.F. Investment Services, LLCSigma Financial Corporation$10003-01-2013
Rocky Harold John IstvanG.F. Investment Services, LLCSigma Financial Corporation03-01-2013
Andrew Vito ManiaciCUSO Financial Services, L.P.Sigma Financial Corporation$10010-16-2013
Lina Commisso BowmanCommonwealth Financial NetworkSigma Financial Corporation$25012-09-2013
Merlin Keith RajalaCambridge Investment Research, Inc.Sigma Financial Corporation01-08-2014
Robert David RumseyRaymond James Financial Services, Inc.Sigma Financial Corporation03-14-2014
Ryan Christopher HoffAmeriprise Financial Services, Inc.Sigma Financial Corporation$10006-02-2014
Jason Howard ReinhartProsperous Financial SolutionsSigma Financial Corporation06-11-2014
Thomas J. RedmondCambridge Investment Research, Inc.Sigma Financial Corporation06-23-2014
Jerry Keith LynchMichigan Securities, Inc.Sigma Financial Corporation$15008-12-2014
James Allen CouchMichigan Securities, Inc.Sigma Financial Corporation$10010-24-2014
Sharee Mosher BurkelAmeriprise Financial Services, Inc.Sigma Financial Corporation10-27-2014
Next Page »

Showing 1 to 25 of 60 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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