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
Blake Allen HiettKestra Investment Services, LLCStrategic Advisers LLC08-23-2018
Michael W. MackeyEdward JonesStrategic Advisers LLC07-27-2018
Paul Michael Rahn Jr.The SumStrategic Advisers LLC07-11-2018
Michael Clifton CowlesRaymond James Financial Services, Inc.Strategic Advisers LLC06-26-2018
Steven Charles WendlerCharles Schwab & Co., Inc.Strategic Advisers LLC06-15-2018
Omar BenmansourCharles Schwab & Co., Inc.Strategic Advisers LLC05-04-2018
Josue Eduardo GonzalezMerrill Lynch, Pierce, Fenner & Smith IncorporatedStrategic Advisers LLC04-26-2018
Stacy Lyn GrinakerCharles Schwab & Co., Inc.Strategic Advisers LLC04-13-2018
Dinah Faye JordanCharles Schwab & Co., Inc.Strategic Advisers LLC02-20-2018
Casey J. VogelFisher InvestmentsStrategic Advisers LLC02-13-2018
Kyle Andrew MooreCharles Schwab & Co., Inc.Strategic Advisers LLC01-25-2018
Paul Shannon MichelProvident Financial Planning, LLCStrategic Advisers LLC01-24-2018
Jin-Sub Kevin HwangCharles Schwab & Co., Inc.Strategic Advisers LLC01-10-2018
Tyrell Max PetersonFisher InvestmentsStrategic Advisers LLC01-09-2018
Mohamed Montoya Rhadbane Jr.Charles Schwab & Co., Inc.Strategic Advisers LLC12-01-2017
Austin Joseph MartyFisher InvestmentsStrategic Advisers LLC11-15-2017
Russell Gregory DemeyereFisher InvestmentsStrategic Advisers LLC11-15-2017
Cicely Raechelle JaubertMorgan StanleyStrategic Advisers LLC11-01-2017
Chase G. AmisFisher InvestmentsStrategic Advisers LLC10-18-2017
Michael Joseph Baker Jr.J.P. Morgan Securities LLCStrategic Advisers LLC07-25-2017
Fred Llego LeanoTD Ameritrade Investment Management, LLCStrategic Advisers LLC06-12-2017
Johnathan Michael PlappertCharles Schwab & Co., Inc.Strategic Advisers LLC05-18-2017
Ryan N. LedetTD Ameritrade Investment Management, LLCStrategic Advisers LLC05-18-2017
Andrew James WaldsonJ.P. Morgan Securities LLCStrategic Advisers LLC03-28-2017
James E. SullivanBeaird HarrisStrategic Advisers LLC03-24-2017
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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.