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
Zachary A BrummelCreative PlanningWaddell & Reed10-26-2017
Yuyen ChangCreative PlanningHalbert Hargrove06-18-2018
William Justin ColeCreative PlanningBKD Wealth Advisors, LLC07-14-2014
William Howard FalkCreative PlanningGWFS Equities, Inc.09-08-2017
Wayne Lewis Barber Jr.Creative PlanningWater Oak Advisors, LLC01-05-2018
Tyler William FortneyCreative PlanningScottrade, Inc.04-18-2018
Tyler Scott MaddoxCreative PlanningAmerican Century Investment Services Inc.06-26-2017
Tyler J. StackCreative PlanningAmerican Century Investment Services Inc.08-11-2017
Troy Lee KuhnCreative PlanningGradient Securities, LLC11-06-2017
Travis Gregory BezellaCreative PlanningWork Optional, Inc.02-24-2014
Travis Dean KnightCreative PlanningBKD Wealth Advisors, LLC01-07-2019
Tiya LimCreative PlanningBuckingham Strategic Wealth11-19-2014
Timothy Paul SuttonCreative PlanningCharles Schwab & Co., Inc.03-08-2011
Timothy Paul RitterCreative PlanningTD Ameritrade Investment Management, LLC01-11-2017
Timothy Coleman WomackCreative PlanningINOVEST WEALTH MANAGEMENT, LLC12-27-2016
Taylor A HarrounCreative PlanningT. Rowe Price Investment Services, Inc.02-02-2017
Tammy Anne TrentaCreative PlanningEP Wealth Advisors05-17-2016
Stephen Robert Walsh IICreative PlanningPNC Investments02-02-2017
Stephen Albert GrecoCreative PlanningWealthquest Corporation09-24-2013
Sean Paul GranereCreative PlanningStrategic Advisers LLC01-23-2014
Scott Thomas StanfieldCreative PlanningGreenleaf Financial Network, LLC06-09-2017
Scott Alan HippCreative PlanningCoordinated Capital Securities, Inc.09-17-2018
Sara Lynn KrauseCreative PlanningWaddell & Reed05-17-2016
Samuel Hiram DominguezCreative PlanningAmerican Century Investment Services Inc.05-24-2018
Samual Jacob CarrollCreative PlanningWaddell & Reed09-24-2018
Next Page »

Showing 1 to 25 of 138 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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