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
Mary Virginia LamphereCUSO Financial Services, L.P.Raymond James Financial Services, Inc.06-20-2016
Matthew B. TielkerCUSO Financial Services, L.P.VALIC Financial Advisors, Inc.04-02-2012
Matthew B. WilliamsCUSO Financial Services, L.P.Pruco Securities, LLC.11-16-2015
Matthew D. RussellCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.10-26-2015
Matthew David BirnbaumCUSO Financial Services, L.P.LPL Financial LLC04-08-2013
Matthew Douglas WeinertCUSO Financial Services, L.P.VALIC Financial Advisors, Inc.05-28-2019
Matthew L. McFarlandCUSO Financial Services, L.P.J.P. Morgan Securities LLC05-05-2015
Matthew Paul PettitCUSO Financial Services, L.P.LPL Financial LLC03-26-2018
Michael Dean SmeengeCUSO Financial Services, L.P.Infinex Investments, Inc.$1004-18-2011
Michael Dennislouis Ryan Jr.CUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-08-2017
Michael Kent Thompson IICUSO Financial Services, L.P.Key Investment Services LLC02-23-2016
Michael Lawrence MullenCUSO Financial Services, L.P.Transamerica Capital, Inc.03-28-2011
Michael Owen SelbyCUSO Financial Services, L.P.LPL Financial LLC02-01-2011
Michael Thomas LucentiCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-05-2015
Michael WestbrookCUSO Financial Services, L.P.Raymond James Financial Services, Inc.$1003-28-2016
Michael YoungCUSO Financial Services, L.P.Fidelity Brokerage Services LLC02-01-2017
Michelle A. PoturichCUSO Financial Services, L.P.BBVA Compass Investment Solutions, Inc.01-25-2013
Michelle Rose GreauxCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-08-2011
Mitch Wayne HamiltonCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-07-2016
Morgan Ryan DavisCUSO Financial Services, L.P.LPL Financial LLC01-02-2015
Myles R LusterCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-01-2018
Nahid Karim KarimjeeCUSO Financial Services, L.P.SWBC Investment Services, LLC11-21-2011
Nathan Aaron BayCUSO Financial Services, L.P.Thrivent Investment Management Inc.12-10-2018
Nathan John KistlerCUSO Financial Services, L.P.Citizens Securities, Inc.03-20-2017
Nathaniel Bradley StevensCUSO Financial Services, L.P.PNC Investments$2003-06-2017
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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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