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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Wayne Frederick Van HeuvelenMariner Wealth AdvisorsHORIZON CONSULTING & INVESTMENT SERVICES, INC.10-11-2019
Kristen Nicole MeyerMariner Wealth AdvisorsResources Investment Advisors02-08-2019
Justin Clay RichardsonMariner Wealth AdvisorsSecurian Financial Services, Inc.08-30-2018
Anthony David BolstorffMariner Wealth AdvisorsCarlson Capital Management, LLC06-22-2018
Robert Harold BergerMariner Wealth AdvisorsProEquities, Inc.01-19-2018
Thomas William HosierMariner Wealth AdvisorsProEquities, Inc.01-18-2018
Joseph Michael ColettaMARINER WEALTH ADVISORSReed Financial Group, Inc.06-13-2017
MATTHEW DOUGLAS FISHERMARINER WEALTH ADVISORSMoneta Group Investment Advisors, LLC06-16-2015
Michael George O'NeillMariner Wealth AdvisorsMariner Wealth Advisors03-13-2015
ALANA DENNEY SCOTTMARINER WEALTH ADVISORSMARINER WEALTH ADVISORS03-13-2015
James Brian OlmoreMariner Wealth AdvisorsBeta Wealth Group, Inc09-18-2014
Mark Richard VlasicMariner Wealth AdvisorsRSM US Wealth Management LLC08-27-2014
Lindsey Hart MccoolMariner Wealth AdvisorsJ.P. Morgan Securities LLC06-24-2014
RYAN JOHN GRAVESMARINER WEALTH ADVISORSRedrock Investment Advisors, LLC10-22-2013
Louis David LopezMariner Wealth AdvisorsHK Financial05-18-2012
Adam Jacob LodgeMariner Wealth AdvisorsNYLIFE Securities LLC03-18-2011
Kathleen Marie FitzgeraldMariner Wealth AdvisorsPurshe Kaplan Sterling Investments05-15-2009

Showing 1 to 17 of 17 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.