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


Top States

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Will Keith JohnsonAdvisorNet Wealth ManagementRedhawk Wealth Advisors, Inc.08-03-2015
Tyler W. ArmstrongAdvisorNet Wealth ManagementJRA Financial Advisors, Inc.04-18-2017
Trever Thomas ChristianAdvisorNet Wealth ManagementUnited Capital Financial Advisers01-24-2020
Timothy Carlin McCabeAdvisorNet Wealth ManagementMcCabe & Associates, Inc$15005-20-2019
Stephanie Lynn Danforth JohnsonAdvisorNet Wealth ManagementJRA Financial Advisors, Inc.$5006-26-2017
Ryan Jeffrey KeyAdvisorNet Wealth ManagementLPL Financial LLC09-12-2018
Ryan Davis WoldAdvisorNet Wealth ManagementRaymond James & Associates, Inc.01-11-2018
Michael Nathan LauerAdvisorNet Wealth ManagementCapstone Advisory Group LLC07-10-2017
Melissa Rae MachlittAdvisorNet Wealth ManagementJRA Financial Advisors, Inc.$10004-18-2017
Matthew Joseph SchwartzAdvisorNet Wealth ManagementAmeriprise Financial Services, LLC05-12-2017
Kristina Rae CummingsAdvisorNet Wealth ManagementPRESTIGE WEALTH MANAGEMENT03-10-2020
Joshua Martin LegbandAdvisorNet Wealth ManagementRedhawk Wealth Advisors, Inc.06-25-2015
John Randal JuddAdvisorNet Wealth ManagementFinancial Security Management, Inc06-06-2018
Jeffrey Allan ClarkAdvisorNet Wealth ManagementStrategic Advisers LLC02-23-2018
Jean Marie JacksonAdvisorNet Wealth ManagementStevens Foster Financial Advisors06-03-2015
Gregory Jay MolleAdvisorNet Wealth ManagementMorgan Stanley$10009-12-2014
Gary John BreiAdvisorNet Wealth ManagementMcCabe & Associates, Inc$5005-16-2019
Gary Bruce LageAdvisorNet Wealth ManagementProEquities, Inc.$2511-29-2017
Douglas Dale CozadAdvisorNet Wealth ManagementCambridge Investment Research, Inc.$5003-20-2019
David Scott WeinbachAdvisorNet Wealth ManagementRobert W. Baird & Co. Incorporated01-03-2014
Christopher J. HaslingAdvisorNet Wealth ManagementNorthwestern Mutual Investment Services, LLC10-28-2014
Brian Jeffrey JassAdvisorNet Wealth ManagementWells Fargo Clearing Services, LLC$1002-23-2016
Brandon Michael LawrenceAdvisorNet Wealth ManagementSecurian Financial Services, Inc.10-05-2017
Barry Walter WoldAdvisorNet Wealth ManagementRaymond James & Associates, Inc.01-11-2018
Barry David BigelowAdvisorNet Wealth ManagementState Farm VP Management Corp.06-01-2017

Showing 1 to 25 of 25 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.