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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Peter Todd FitzmyersMerrill Lynch, Pierce, Fenner & Smith IncorporatedWaddell & Reed07-31-2020
Brian Anthony CarlinTD Ameritrade Investment Management, LLCWaddell & Reed07-01-2020
Jason Edward SkifstadClear Creek Financial Management, LLCWaddell & Reed05-18-2020
Chun Mei ZhuLPL Financial LLCWaddell & Reed$2505-12-2020
Olivier P MartinezMerrill Lynch, Pierce, Fenner & Smith IncorporatedWaddell & Reed01-24-2020
Kiefer Michael BoltonJ.P. Morgan Securities LLCWaddell & Reed07-16-2019
Kevin WileyClear Creek Financial Management, LLCWaddell & Reed03-08-2019
Holly Anne HunsingerPruco Securities, LLC.Waddell & Reed12-05-2018
Kosuke TakahashiCapstone Wealth Advisors, LLCWaddell & Reed09-28-2018
Daniel Vladimirovich ZamoshnikovKey Investment Services LLCWaddell & Reed09-20-2018
Alan Walter JohnsonClear Creek Financial Management, LLCWaddell & Reed09-13-2018
Roseann Mary PinciottoPruco Securities, LLC.Waddell & Reed01-24-2018
Lisa Anne HomerLPL Financial LLCWaddell & Reed01-05-2018
Adam Lewis JohnsonRaymond James Financial Services, Inc.Waddell & Reed10-27-2017
Michael Charles SnowPruco Securities, LLC.Waddell & Reed10-23-2017
Gene Edwin ShookLPL Financial LLCWaddell & Reed$5010-16-2017
David Lee RutanPruco Securities, LLC.Waddell & Reed10-02-2017
Gary J KnoppPruco Securities, LLC.Waddell & Reed08-11-2017
Scott David KellyWells Fargo Clearing Services, LLCWaddell & Reed07-31-2017
Todd HomerLPL Financial LLCWaddell & Reed$9907-26-2017
Todd Freeman HomerFinancial Advocates Investment ManagementWaddell & Reed$5007-26-2017
Elwis Johnson JrEdward JonesWaddell & Reed07-24-2017
Michael William HomerLPL Financial LLCWaddell & Reed05-30-2017
Lori Ann SelbyEpic Trust Investment Advisors LLCWaddell & Reed03-15-2017
Rebecca Jane MeyersLPL Financial LLCWaddell & Reed11-23-2016
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Showing 1 to 25 of 49 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.