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
John Patrick MoranAusdal Financial Partners, Inc.World Trend Financial Planning Services, Ltd.10-03-2018
Robert Matthew MyersAusdal Financial Partners, Inc.World Trend Financial Planning Services, Ltd.09-12-2018
Matthew Robert FrommAusdal Financial Partners, Inc.LPL Financial LLC$5006-28-2018
Kevin Monroe LeetAusdal Financial Partners, Inc.LPL Financial LLC04-01-2014
Michael Alan RenningerAusdal Financial Partners, Inc.Select Portfolio, Inc.10-31-2013
Samuel Altas JulianAusdal Financial Partners, Inc.Securities Service Network, LLC09-30-2013
Brian Wayne NapierAusdal Financial Partners, Inc.Indiana Merchant Banking and Brokerage Co., Inc.$2509-18-2013
Thomas M MincyAusdal Financial Partners, Inc.Select Portfolio, Inc.08-14-2013
Gerald Lee RepaszAusdal Financial Partners, Inc.Berthel, Fisher & Company Financial Services, Inc.$5006-24-2013
William Anthony GohsAusdal Financial Partners, Inc.Berthel, Fisher & Company Financial Services, Inc.$2506-24-2013
Donald Truman WolcottAusdal Financial Partners, Inc.Berthel, Fisher & Company Financial Services, Inc.$2506-21-2013
Levi Glenn McMellianAusdal Financial Partners, Inc.LPL Financial LLC09-14-2012
Brad Vincent StuartAusdal Financial Partners, Inc.Cambridge Investment Research, Inc.08-31-2012
Merriam Jeanne RinkAusdal Financial Partners, Inc.Woodbury Financial Services, Inc.06-15-2012
Andrew Myron ParrishAusdal Financial Partners, Inc.Wells Fargo Clearing Services, LLC$20005-10-2012
John Alexander JanisAusdal Financial Partners, Inc.LaSalle St. Securities, LLC11-28-2011
Christopher William NestonAusdal Financial Partners, Inc.Next Financial Group, Inc.09-01-2011
Robert Anthony JankowskiAusdal Financial Partners, Inc.Independent Financial Group, LLC$1008-12-2011
Walter David NagleAusdal Financial Partners, Inc.Workman Securities Corporation07-07-2011
Michael Chris HansonAusdal Financial Partners, Inc.Workman Securities Corporation06-24-2011
Richard Allen SporeAusdal Financial Partners, Inc.Workman Securities Corporation06-24-2011
Robert Emmett BurnsAusdal Financial Partners, Inc.Burns Financial Centre, Inc.05-03-2011
James Michael ArmourAusdal Financial Partners, Inc.Workman Securities Corporation$15004-29-2011
Kurt Russell BaldryAusdal Financial Partners, Inc.Workman Securities Corporation$5004-29-2011

Showing 1 to 24 of 24 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.


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