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
Blake Allen SmithSigma Financial CorporationVSR Financial Services, Inc.01-04-2017
Karin Ann EshelmanLPL Financial LLCVSR Financial Services, Inc.08-18-2016
David Alan DawsonGlobal Retirement Partners LLCVSR Financial Services, Inc.08-18-2016
John Walter MartinBroker Dealer Financial Services Corp.VSR Financial Services, Inc.$50008-09-2016
Bennett Knapp ElyCalton & Associates, Inc.VSR Financial Services, Inc.$10008-02-2016
Robert Joseph KramerSigma Financial CorporationVSR Financial Services, Inc.$10008-01-2016
Mark James EllingsonCambridge Investment Research, Inc.VSR Financial Services, Inc.$10008-01-2016
Timothy John HawkinsBroker Dealer Financial Services Corp.VSR Financial Services, Inc.$21008-01-2016
Tyler Jon KlynCambridge Investment Research, Inc.VSR Financial Services, Inc.08-01-2016
William Bemis ElsonBroker Dealer Financial Services Corp.VSR Financial Services, Inc.$10007-26-2016
Rachel Elaine WoodBroker Dealer Financial Services Corp.VSR Financial Services, Inc.$20007-26-2016
Robert Alan WileyBroker Dealer Financial Services Corp.VSR Financial Services, Inc.$25007-19-2016
Aaron Joseph PetersonBrokers International Financial Services, LLC.VSR Financial Services, Inc.$25007-12-2016
Shannon Gerard KroppCambridge Investment Research, Inc.VSR Financial Services, Inc.$10007-08-2016
Chad Joseph KruseNations Financial Group, Inc.VSR Financial Services, Inc.$50006-30-2016
Jarret Tristan SheetsBrokers International Financial Services, LLC.VSR Financial Services, Inc.06-30-2016
Thomas Ralph ClarkConcert Wealth ManagementVSR Financial Services, Inc.06-07-2016
Gerrit William VriezeConcert Wealth ManagementVSR Financial Services, Inc.06-07-2016
Steve Patrick WalshH. Beck, Inc.VSR Financial Services, Inc.$10005-27-2016
Linda Lundstrom CookPurshe Kaplan Sterling InvestmentsVSR Financial Services, Inc.$10004-14-2016
Marlis Ann GilbertPurshe Kaplan Sterling InvestmentsVSR Financial Services, Inc.$50004-14-2016
Christopher Calvin CookGilbert & Cook, Inc.VSR Financial Services, Inc.04-14-2016
Jerit Paul TrippGilbert & Cook, Inc.VSR Financial Services, Inc.04-14-2016
Joseph Constantine BernardiB. Riley Wealth ManagementVSR Financial Services, Inc.$10009-21-2015
Kristen Kay CrouthamelBroker Dealer Financial Services Corp.VSR Financial Services, Inc.01-08-2014
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Showing 1 to 25 of 28 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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