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
Guy Malone GannSummit Brokerage Services, Inc.VSR Financial Services, Inc.$5009-01-2016
Stephen Edward HamiltonSummit Brokerage Services, Inc.VSR Financial Services, Inc.$5009-01-2016
Gary Russell BurrSummit Brokerage Services, Inc.VSR Financial Services, Inc.09-01-2016
James Vernon RegierSummit Brokerage Services, Inc.VSR Financial Services, Inc.09-01-2016
Timothy Lee WerthRaymond James Financial Services, Inc.VSR Financial Services, Inc.$5006-06-2016
Jeffery Lynn DinkelRaymond James Financial Services, Inc.VSR Financial Services, Inc.$4506-06-2016
Cheri Renee DorzweilerRaymond James Financial Services, Inc.VSR Financial Services, Inc.06-06-2016
Leigha Ann ShepardMidwest Financial Group LLCVSR Financial Services, Inc.05-11-2015
Steven Dennis ReichleMidwest Financial Group LLCVSR Financial Services, Inc.05-11-2015
Cole Stephen ReichleMidwest Financial Group LLCVSR Financial Services, Inc.05-11-2015
Darren John OsbahrCreative Planning, Inc.VSR Financial Services, Inc.12-16-2013
Edward Thomas Kratty Jr.World Class Unlimited, Inc.VSR Financial Services, Inc.09-11-2012
Roberta Frances RileyOppenheimer & Co. Inc.VSR Financial Services, Inc.01-24-2012
Erica Droste MassmanIndex Wealth Advisors, LLCVSR Financial Services, Inc.04-12-2011
Christopher Patrick MassmanIndex Wealth Advisors, LLCVSR Financial Services, Inc.04-12-2011
Steven Ray HouserCoordinated Capital Securities, Inc.VSR Financial Services, Inc.01-02-2009

Showing 1 to 16 of 16 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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