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
Nathan M. Robnett1st Global Capital Corp.Woodbury Financial Services, Inc.06-28-2019
Donald William Whitman1st Global Capital Corp.Woodbury Financial Services, Inc.08-05-2009
Nimish Navin PatelA & P Wealth ManagementWoodbury Financial Services, Inc.08-28-2015
Robert Thomas DonnellyAlpha Advisors Alliance, LLCWoodbury Financial Services, Inc.04-01-2019
Todd Alan JohnsonAmeriprise Financial Services, Inc.Woodbury Financial Services, Inc.$8201-30-2017
Phillip John JohnsonAmeriprise Financial Services, Inc.Woodbury Financial Services, Inc.$5001-30-2017
Richard Leigh TravisAmeriprise Financial Services, Inc.Woodbury Financial Services, Inc.$10010-05-2015
Brady J. StruchenAmeritas Investment Corp.Woodbury Financial Services, Inc.09-06-2018
Marston Lee RogersAmeritas Investment Corp.Woodbury Financial Services, Inc.07-27-2011
Robert Darius Nelson Jr.Ameritas Investment Corp.Woodbury Financial Services, Inc.12-01-2009
Wendi A LucarelliAssociated Investment Services, Inc.Woodbury Financial Services, Inc.$1011-01-2010
Merriam Jeanne RinkAusdal Financial Partners, Inc.Woodbury Financial Services, Inc.06-15-2012
Daniel Ernest DavisAusdal Financial Partners, Inc.Woodbury Financial Services, Inc.07-29-2009
Jeffre Scott ReiningerB.B. Graham & Company, Inc.Woodbury Financial Services, Inc.09-25-2019
Robert E. NorthB.B. Graham & Company, Inc.Woodbury Financial Services, Inc.04-08-2016
Mychal Colin SelleBrokers International Financial Services, LLC.Woodbury Financial Services, Inc.01-12-2018
Peter Carlin StockettBrokers International Financial Services, LLC.Woodbury Financial Services, Inc.11-10-2009
Guy FanelliBrooklight Place Securities, Inc.Woodbury Financial Services, Inc.09-22-2010
Emily Ann MartinBrooklight Place Securities, Inc.Woodbury Financial Services, Inc.$1001-01-2010
Arnim E. Whisler Jr.Brooklight Place Securities, Inc.Woodbury Financial Services, Inc.01-01-2010
Todd Matthew WanglerCadaret, Grant & Co., Inc.Woodbury Financial Services, Inc.$5006-17-2011
Tim Evan SchafferCalton & Associates, Inc.Woodbury Financial Services, Inc.01-02-2015
Frank MartinoCambridge Investment Research, Inc.Woodbury Financial Services, Inc.12-13-2018
John Gary LadickCambridge Investment Research, Inc.Woodbury Financial Services, Inc.04-30-2018
William Joseph AldrichCambridge Investment Research, Inc.Woodbury Financial Services, Inc.$5001-02-2018
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Showing 1 to 25 of 338 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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