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
Erich James Zielonka1st Global Capital Corp.Waddell & Reed$2505-30-2013
Lane Erron Ewton7300 Wealth Management, LLC.Waddell & Reed07-29-2016
George William LeistikowAdvanced Advisor Group, LLCWaddell & Reed09-07-2016
Colin Jay OverwegAdvize Wealth ManagementWaddell & Reed06-11-2018
Richard Vincent LasalaAegis Capital Corp.Waddell & Reed$15007-23-2018
Shirley Fenimore Anderson IIIAllstate Financial Services, LLCWaddell & Reed06-20-2017
Eric John ClaspillAllstate Financial Services, LLCWaddell & Reed06-12-2017
Brian William CaseyAllstate Financial Services, LLCWaddell & Reed$103-03-2017
Jason James RenskersAllstate Financial Services, LLCWaddell & Reed03-15-2016
Michael Darnell PorterAllstate Financial Services, LLCWaddell & Reed10-19-2015
Matthew Wayne RiggsAllstate Financial Services, LLCWaddell & Reed11-21-2014
William Paul EdingtonAllstate Financial Services, LLCWaddell & Reed$102-07-2014
Jason Gregory EricksonAllstate Financial Services, LLCWaddell & Reed08-16-2013
Charles Groome PowellAllstate Financial Services, LLCWaddell & Reed05-08-2013
Christopher John KinskyAllstate Financial Services, LLCWaddell & Reed$5003-11-2013
Christopher Ryan KinneyAllstate Financial Services, LLCWaddell & Reed$2506-17-2011
Andrew S AppleAllstate Financial Services, LLCWaddell & Reed01-01-2011
Charles Eugene DavisAllstate Financial Services, LLCWaddell & Reed11-16-2010
Matthew Malcolm BanksAllstate Financial Services, LLCWaddell & Reed$1404-05-2010
Justin Dale YoungAlpha Wealth Management, LLCWaddell & Reed11-21-2016
Maria Nancy MelecioAlpha Wealth Management, LLCWaddell & Reed11-09-2015
Akram Anouar TadlaouiAlpha Wealth Management, LLCWaddell & Reed11-06-2014
Kenneth Gene BaizeAmerican Equity Investment CorporationWaddell & Reed01-05-2018
Richard Thomas CollinsAmerican Portfolios Financial Services, Inc.Waddell & Reed08-31-2017
George Walter KauffmanAmerican Portfolios Financial Services, Inc.Waddell & Reed07-12-2016
Next Page »

Showing 1 to 25 of 1,160 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.


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