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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Laura Alice EvansGeneos Wealth Management, Inc.Dynamic Wealth Advisors$15010-14-2019
Oliver Paul GoodenGeneos Wealth Management, Inc.Steben & Company, LLC$25004-15-2019
Gavin Thomas ComptonGeneos Wealth Management, Inc.FSC Securities Corporation02-22-2019
Michael Scott CampbellGeneos Wealth Management, Inc.Edward Jones11-09-2018
Sara R. O'BrienGeneos Wealth Management, Inc.J.P. Morgan Securities LLC10-12-2018
Nicholas John RademacherGeneos Wealth Management, Inc.SECU Brokerage Services09-28-2018
Angela Rene RehkopGeneos Wealth Management, Inc.LPL Financial LLC$17107-24-2018
Scott Robert BruceGeneos Wealth Management, Inc.Commonwealth Financial Network$10003-01-2018
Robert Glen BruceGeneos Wealth Management, Inc.Commonwealth Financial Network$50003-01-2018
Samuel R WilliamsGeneos Wealth Management, Inc.Northwestern Mutual Investment Services, LLC01-19-2018
Dianne Marie KoepplerGeneos Wealth Management, Inc.SII Investments, Inc.01-02-2018
Suenya A. LaheruGeneos Wealth Management, Inc.National Planning Corporation12-05-2017
Michael Gerald WhitehouseGeneos Wealth Management, Inc.SII Investments, Inc.11-29-2017
Jeffrey Joseph HayesGeneos Wealth Management, Inc.SII Investments, Inc.$25011-24-2017
Susan Lynn PorathGeneos Wealth Management, Inc.SII Investments, Inc.$50011-24-2017
Robbie Joseph HayesGeneos Wealth Management, Inc.SII Investments, Inc.11-24-2017
Debra DeleersGeneos Wealth Management, Inc.SII Investments, Inc.10-24-2017
John Patrick WhiteGeneos Wealth Management, Inc.SII Investments, Inc.$10010-23-2017
Jacob Alexander GuttmanGeneos Wealth Management, Inc.United Planners' Financial Services of America A Limited Partner09-28-2017
Craig Lee SplanGeneos Wealth Management, Inc.Geneos Wealth Management, Inc.$12509-15-2017
Tray A WiltseGeneos Wealth Management, Inc.Geneos Wealth Management, Inc.09-15-2017
Debra Adair Rosenthal-RitterGeneos Wealth Management, Inc.WFG Investments, Inc.09-12-2017
Adam Patrick LesperanceGeneos Wealth Management, Inc.WFG Investments, Inc.$25009-07-2017
Scott David PalomakiGeneos Wealth Management, Inc.WFG Investments, Inc.$50009-05-2017
Jeffrey John CaseyGeneos Wealth Management, Inc.WFG Investments, Inc.08-31-2017
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Showing 1 to 25 of 147 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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