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
Adam Gregory HoopesCreative PlanningStepp & Rothwell Inc09-14-2017
Ajay K. GuptaCreative PlanningStronghold Financial, LLC10-26-2016
Alan Lee McFannCreative PlanningUMB Distribution Services, LLC08-14-2017
Alexandra Conroy BaigCreative PlanningWaddell & Reed08-30-2016
Allan Philip RechtCreative PlanningCamarda Wealth Advisory Group09-27-2011
Alton Ray Meadows Jr.Creative PlanningStrategic Advisers LLC01-11-2012
Amy Inglis WebbCreative PlanningLang Capital05-01-2018
Andreas Michael JohnsonCreative PlanningFisher Investments05-21-2015
Andrew Brandt BradshawCreative PlanningAmerican Century Investment Services Inc.08-19-2016
Andrew David PrignitzCreative PlanningGWFS Equities, Inc.05-10-2016
Andrew Eugene NylandCreative PlanningEdward Jones04-16-2018
Andrew Keith ShearerCreative PlanningStrategic Advisers LLC10-22-2012
Andrew Lee GryszowkaCreative PlanningFisher Investments03-11-2019
Anna C BerezowCreative PlanningLPL Financial LLC07-14-2017
Anthony David FavelaCreative PlanningCsfbdirect, Inc.01-23-2013
Anthony M RutledgeCreative PlanningUMB Financial Services, Inc.07-30-2018
Anthony Robert DibrinoCreative PlanningNorthCoast Asset Management LLC09-26-2016
Arnold Raymond KimanCreative PlanningStrategic Advisers LLC08-25-2014
Ben Djelassi DjelassiCreative PlanningMorgan Stanley12-15-2017
Benjamin Mark PolichCreative PlanningPrairie Capital Management, LLC01-03-2012
Benjamin Thomas MulliganCreative PlanningGWFS Equities, Inc.03-27-2018
Beth Berthelot FalkensteinCreative PlanningPark Avenue Securities LLC06-17-2016
Blake Madison SteeleCreative PlanningEdward Jones03-13-2017
Brett A. StehlCreative PlanningBenjamin F. Edwards & Company, Inc.03-26-2018
Brett Thomas BroylesCreative PlanningStrategic Advisers LLC12-21-2011
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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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