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
Todd Ray AndersonCetera Advisors LLCGeneos Wealth Management, Inc.$1003-21-2014
Terrell James HorneCetera Advisors LLCWells Fargo Clearing Services, LLC03-19-2015
Stephen Thomas KerutisCetera Advisors LLCWells Fargo Advisors Financial Network, LLC$15006-12-2015
Scott G. AitkenCetera Advisors LLCJ.P. Morgan Securities LLC05-09-2019
Scott Allen HitchlerCetera Advisors LLCEdward Jones$1003-19-2015
Robert Edmund LamacchiaCetera Advisors LLCHornor, Townsend & Kent, LLC10-14-2015
Ricky Peter StarkCetera Advisors LLCWells Fargo Advisors Financial Network, LLC$10004-30-2019
Paul Christopher JohnsCetera Advisors LLCEdward Jones$1007-31-2012
Michael ObenaufCetera Advisors LLCMML Investors Services, LLC04-29-2019
Lionel Vincent EvansCetera Advisors LLCEdward Jones$2501-31-2017
Joy Christina TarantoCetera Advisors LLCGeneos Wealth Management, Inc.$1003-24-2014
Jeffrey D AnthonyCetera Advisors LLCJ.P. Morgan Securities LLC05-09-2019
Jason James FialCetera Advisors LLCCountry Capital Management Company05-01-2018
James Harold StarkCetera Advisors LLCWells Fargo Advisors Financial Network, LLC$10004-30-2019
Holly Crystal BrauerCetera Advisors LLCEdward Jones02-12-2020
Gabriel A. RamosCetera Advisors LLCEdward Jones$1003-26-2013
Eric Joseph SplaverCetera Advisors LLCAvantax Investment Services, Inc.11-29-2019
Elizabeth E CracchioloCetera Advisors LLCWells Fargo Advisors Financial Network, LLC$5004-30-2019
Dustin Mac BrownCetera Advisors LLCEdward Jones07-18-2017
Douglas Wilford ColeCetera Advisors LLCWealth Management International, Ltd.07-31-2014
Christopher Scott SmithCetera Advisors LLCWells Fargo Advisors Financial Network, LLC$111-11-2015
Christian Joel DiegelCetera Advisors LLCEdward Jones04-13-2020
Andrew R. SampsonCetera Advisors LLCEdward Jones11-13-2015
Alexis Ann SorrentinoCetera Advisors LLCVanguard Marketing Corporation04-08-2019

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.