Advisers on the Move TEST

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
Andrew Edmund HammondAAFCPAs Wealth Management, LLCStrategic Advisers LLC05-03-2017
Brian Edward CanningAbacus Wealth PartnersStrategic Advisers LLC01-23-2012
Joseph P. Marsden Jr.Advisory Group Equity Services Ltd.Strategic Advisers LLC$25004-29-2009
Zaccary Spencer CallAllegis Investment Services, LLCStrategic Advisers LLC11-05-2015
James Robert KarbergAllstate Financial Services, LLCStrategic Advisers LLC$50001-25-2017
Jim Hwa ChenAllstate Financial Services, LLCStrategic Advisers LLC$10004-17-2015
Joshua Matthew RomanAllstate Financial Services, LLCStrategic Advisers LLC$10010-26-2011
Jonathan Robert LitmerAmeriprise Financial Services, Inc.Strategic Advisers LLC04-24-2018
Abigail Grace CrainAmeriprise Financial Services, Inc.Strategic Advisers LLC08-04-2014
Doug John IrelandAmeriprise Financial Services, Inc.Strategic Advisers LLC$15003-14-2014
Jane Ellen BriskinAmeriprise Financial Services, Inc.Strategic Advisers LLC03-04-2013
Eugene WeinsteinAmeriprise Financial Services, Inc.Strategic Advisers LLC01-11-2013
Michael John WestAmeriprise Financial Services, Inc.Strategic Advisers LLC$25003-27-2012
Michael Anthony CanzoneAmeriprise Financial Services, Inc.Strategic Advisers LLC11-11-2011
Darin Andrew SevierAmeritas Investment Corp.Strategic Advisers LLC01-02-2015
Todd Leon MonsAnthony Capital, LLCStrategic Advisers LLC07-28-2014
Ryan Allen StottAshton Thomas Private WealthStrategic Advisers LLC09-18-2014
Marty Mann BenderAshton Thomas Private WealthStrategic Advisers LLC09-28-2012
Jeffrey Glenn WeeksATX Portfolio Advisors, LLCStrategic Advisers LLC02-03-2015
Taylor Estavan HeifetzAvantax Investment Services, Inc.Strategic Advisers LLC12-05-2016
Ryan Charles Nicholas MayerAXA Advisors, LLCStrategic Advisers LLC08-20-2018
Corey R. FogelAXA Advisors, LLCStrategic Advisers LLC03-12-2018
Adam Christian JensenAXA Advisors, LLCStrategic Advisers LLC05-24-2016
Colton Trent LarueAXA Advisors, LLCStrategic Advisers LLC06-27-2014
Ian Joseph RiveroBakerAvenueStrategic Advisers LLC02-24-2015
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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.