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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Sarah AlbrightCommonwealth Financial NetworkFBL Marketing Services, LLC10-04-2019
Garrett Louis WilliamsonCommonwealth Financial NetworkWells Fargo Clearing Services, LLC03-05-2019
Cole M. GauldinCommonwealth Financial NetworkWaddell & Reed11-05-2018
Daniel Joseph LanasaCommonwealth Financial NetworkSecurian Financial Services, Inc.08-15-2018
Amanda Jane JohnsonCommonwealth Financial NetworkSecurian Financial Services, Inc.08-15-2018
Charles Alexander StewartCommonwealth Financial NetworkSecurian Financial Services, Inc.08-15-2018
Tyler Jordan SwansonCommonwealth Financial NetworkCliftonLarsonAllen Wealth Advisors, LLC05-29-2018
Tiffany Marie TomassoniCommonwealth Financial NetworkNorthwestern Mutual Investment Services, LLC04-02-2018
Brett I. HaukedahlCommonwealth Financial NetworkHaukedahl Financial Services11-01-2017
Joseph Timothy LavineCommonwealth Financial NetworkInvestment Centers of America, Inc.10-06-2017
Andrew James ClooseCommonwealth Financial NetworkInvestment Centers of America, Inc.10-06-2017
Andrew J. HaskellCommonwealth Financial NetworkInvestment Centers of America, Inc.10-06-2017
Terrence Michael HassanallyCommonwealth Financial NetworkWaddell & Reed08-03-2017
Daniel Scott PetersenCommonwealth Financial NetworkNorthwestern Mutual Investment Services, LLC03-15-2016
Chloe Kathryn BrielCommonwealth Financial NetworkCetera Advisor Networks LLC03-23-2015
Albert Lance LimCommonwealth Financial NetworkAmeriprise Financial Services, LLC08-26-2014
Mary MaleskaCommonwealth Financial NetworkFintegra, LLC09-06-2013
Jeannie Rae DegraafCommonwealth Financial NetworkFintegra, LLC09-06-2013
Laurie Anne MoserCommonwealth Financial NetworkFintegra, LLC09-06-2013
Patrick Alan FlemingCommonwealth Financial NetworkFeltl & Company03-11-2013
Daniel Lando KutzkeCommonwealth Financial NetworkWoodbury Financial Services, Inc.09-06-2012
Bradley Paul JohnsonCommonwealth Financial NetworkWoodbury Financial Services, Inc.09-06-2012
Jill Denise SillCommonwealth Financial NetworkWoodbury Financial Services, Inc.09-06-2012
Bryan W PrattCommonwealth Financial NetworkWoodbury Financial Services, Inc.09-06-2012
Brad Michael MelsaCommonwealth Financial NetworkCUNA Brokerage Services, Inc.05-21-2012
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Showing 1 to 25 of 49 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.