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
Tyler Michael BuitenwerfCommonwealth Financial NetworkWaddell & Reed02-13-2019
Cole M. GauldinCommonwealth Financial NetworkWaddell & Reed11-05-2018
William John BergCommonwealth Financial NetworkWaddell & Reed01-09-2018
Robert William IrbyCommonwealth Financial NetworkWaddell & Reed$1009-21-2017
Terrence Michael HassanallyCommonwealth Financial NetworkWaddell & Reed08-03-2017
Dale James CarlsonCommonwealth Financial NetworkWaddell & Reed$2505-05-2017
Colin Herbert AlbersCommonwealth Financial NetworkWaddell & Reed$5004-06-2017
Kevyn Paul SopinskiCommonwealth Financial NetworkWaddell & Reed$3504-06-2017
Christopher James JohnsonCommonwealth Financial NetworkWaddell & Reed04-06-2017
David Lee PeaseCommonwealth Financial NetworkWaddell & Reed$1004-06-2017
Colin Michael KramerCommonwealth Financial NetworkWaddell & Reed$2504-06-2017
Daniel Murray ShultzCommonwealth Financial NetworkWaddell & Reed$1004-06-2017
John Charles HogelandCommonwealth Financial NetworkWaddell & Reed04-06-2017
Jay William StenzelCommonwealth Financial NetworkWaddell & Reed$1011-18-2016
Graham Scott MillerCommonwealth Financial NetworkWaddell & Reed09-06-2013
Joleen Lorrain YeltonCommonwealth Financial NetworkWaddell & Reed03-28-2013

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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.