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
Jennifer Leigh CalviCreative PlanningRaymond James Financial Services, Inc.10-14-2019
Andrew Lee GryszowkaCreative PlanningFisher Investments03-11-2019
Eduardo Ariel GonzalezCreative PlanningSunTrust Advisory Services, Inc.01-25-2019
Travis Dean KnightCreative PlanningBKD Wealth Advisors, LLC01-07-2019
Cole Gerard TrippCreative PlanningWaddell & Reed01-07-2019
Cody S. CarpenterCreative PlanningNorthwestern Mutual Investment Services, LLC12-07-2018
Joshua Robert William TarrCreative PlanningMutual Securities, Inc.12-07-2018
Johnathan Pierce CullenCreative PlanningWaddell & Reed10-12-2018
Nicholas Bradford BurchsteadCreative PlanningWaddell & Reed10-09-2018
Samual Jacob CarrollCreative PlanningWaddell & Reed09-24-2018
Scott Alan HippCreative PlanningCoordinated Capital Securities, Inc.09-17-2018
Elizabeth Jane McLeodCreative PlanningParagon Capital Management LLC08-17-2018
Matthew Walter HeatleyCreative PlanningWaddell & Reed08-06-2018
MARIA DERNIS HARECreative PlanningCharles Schwab & Co., Inc.08-06-2018
Anthony M RutledgeCreative PlanningUMB Financial Services, Inc.07-30-2018
Joseph Robert CummingsCreative PlanningTIAA-CREF Individual & Institutional Services, LLC07-05-2018
Yuyen ChangCreative PlanningHalbert Hargrove06-18-2018
Samuel Hiram DominguezCreative PlanningAmerican Century Investment Services Inc.05-24-2018
Justin Paul BarringerCreative PlanningScottrade, Inc.05-02-2018
Amy Inglis WebbCreative PlanningLang Capital05-01-2018
Philip James RicasataCreative PlanningWalpole Financial Advisors, LLC04-18-2018
Mark Allen KuniholmCreative PlanningRaymond James Financial Services, Inc.04-18-2018
Tyler William FortneyCreative PlanningScottrade, Inc.04-18-2018
Andrew Eugene NylandCreative PlanningEdward Jones04-16-2018
Nicholas J BedlanCreative PlanningLawson Kroeker Investment Management Inc04-10-2018
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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.