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
Altaf HussainH. Beck, Inc.Nationwide Securities, LLC06-30-2020
Tamara Jaber AbdelsamadH. Beck, Inc.Nationwide Securities, LLC06-30-2020
Frank MartinoH. Beck, Inc.Cambridge Investment Research, Inc.04-15-2020
Morgan Joseph RussoH. Beck, Inc.MML Investors Services, LLC03-09-2020
Eric Bruce KingH. Beck, Inc.Next Financial Group, Inc.$4402-28-2020
Noah Clyde RobinsonH. Beck, Inc.Next Financial Group, Inc.02-28-2020
Richard John ReillyH. Beck, Inc.Nationwide Securities, LLC01-02-2020
Eric A. VinoresH. Beck, Inc.Nationwide Securities, LLC01-02-2020
Rupinder KaurH. Beck, Inc.Citigroup Global Markets Inc.01-02-2020
David Joseph RectenwaldH. Beck, Inc.Nationwide Securities, LLC01-02-2020
Michael J. KernH. Beck, Inc.Cetera Advisor Networks LLC11-01-2019
Tamaris S. ConkletonH. Beck, Inc.1st Global Capital Corp.05-23-2019
Allen Richard DearingH. Beck, Inc.Annex Wealth Management, LLC05-01-2019
John Gerard SobiechH. Beck, Inc.Annex Wealth Management, LLC$5005-01-2019
Sean Lee CableH. Beck, Inc.Citigroup Global Markets Inc.$5004-24-2019
Brian Matthew OsbornH. Beck, Inc.Beaconsfield Financial Services, Inc.04-10-2019
Linda Ann ParisiH. Beck, Inc.The Huntington Investment Company01-16-2019
John Maddison McNeilH. Beck, Inc.I-Bankers Direct, LLC$1012-13-2018
Gregory James StewartH. Beck, Inc.Cetera Advisor Networks LLC12-04-2018
Tommy N. Bradford Jr.H. Beck, Inc.BBVA Securities Inc.11-26-2018
Robert Willis LesterH. Beck, Inc.Waddell & Reed$5010-26-2018
James Penn Van PuttenVinkH. Beck, Inc.Waddell & Reed$5010-26-2018
Melissa Sue Carriles BigghamH. Beck, Inc.PlanMember Securities Corporation06-07-2018
Jay Dee EliasonH. Beck, Inc.BancWest Investment Services, Inc.06-06-2018
John Russell FunderburkH. Beck, Inc.Advocate Investing Services05-17-2018
Next Page »

Showing 1 to 25 of 326 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14

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.