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
Mark Robert KaskeyB. Riley Wealth ManagementStifel, Nicolaus & Company, Incorporated$5002-21-2020
Robert Januarius CellucciB. Riley Wealth ManagementStifel, Nicolaus & Company, Incorporated02-21-2020
William Jason BeardB. Riley Wealth ManagementStifel, Nicolaus & Company, Incorporated02-21-2020
Michael RubelB. Riley Wealth ManagementCapitol Securities Management, Inc.$2501-31-2020
Firhan Nasir ChoudharyB. Riley Wealth ManagementWells Fargo Advisors Financial Network, LLC$5012-06-2019
David Dereck KassirB. Riley Wealth ManagementWells Fargo Advisors Financial Network, LLC11-15-2019
Linda Berard TiedemannB. Riley Wealth ManagementMerrill Lynch, Pierce, Fenner & Smith Incorporated11-07-2019
Daniel Scott BurgesB. Riley Wealth ManagementAmeriprise Financial Services, LLC07-12-2019
Michael John ConnellyB. Riley Wealth ManagementRaymond James & Associates, Inc.$15005-31-2019
Timothy Francis O'Donovan Jr.B. Riley Wealth ManagementRaymond James & Associates, Inc.$15005-31-2019
Michael Patrick McCallB. Riley Wealth ManagementRaymond James & Associates, Inc.05-31-2019
Myles ScottB. Riley Wealth ManagementUSCA Securities LLC$2505-02-2019
Jennifer H. MoerbeB. Riley Wealth ManagementFirst Trust Portfolios L.P.02-20-2019
Larry Warren SillsB. Riley Wealth ManagementWells Fargo Clearing Services, LLC10-23-2018
Curtis Alan PaulB. Riley Wealth ManagementEdward Jones$10010-08-2018
Paul Shannon FreyerB. Riley Wealth ManagementMorgan Stanley09-14-2018
Bruce A. LewinB. Riley Wealth ManagementAdvisor Resource Council$10008-27-2018
Rustin Jj FeldmanB. Riley Wealth ManagementMiracle Mile Advisors, LLC08-21-2018
Tische BoudreauxB. Riley Wealth ManagementMorgan Stanley$4806-15-2018
Jerry Renee WhitleyB. Riley Wealth ManagementSignator Investors, Inc.05-29-2018
John Hammond Urner Jr.B. Riley Wealth ManagementCetera Investment Services LLC$2505-11-2018
Robert Lincoln NashB. Riley Wealth ManagementHilltop Securities Inc.03-28-2018
Andres AlfaroB. Riley Wealth ManagementOppenheimer & Co. Inc.02-20-2018
Michael Vincent SalvatoB. Riley Wealth ManagementMorgan Stanley02-09-2018
Lawrence Gerard EnglerB. Riley Wealth ManagementOppenheimer & Co. Inc.02-01-2018
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Showing 1 to 25 of 184 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.