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.

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
William Douglas GreenNext Financial Group, Inc.Woodbury Financial Services, Inc.$2508-01-2012
Timothy Patrick FlanaganNext Financial Group, Inc.Mutual Service Corporation$1008-19-2009
Thomas Van HerndonNext Financial Group, Inc.Woodbury Financial Services, Inc.06-22-2012
Terri Ann CanterburyNext Financial Group, Inc.Cetera Advisor Networks LLC01-02-2020
Stephen Edward AlexanderNext Financial Group, Inc.Morgan Stanley09-25-2009
Stephen Anthony GentileNext Financial Group, Inc.Ceres Financial Group, Inc.08-07-2009
Scott SchneidermannNext Financial Group, Inc.Edward Jones$1011-15-2010
Scott Raymond DunkinNext Financial Group, Inc.LPL Financial LLC04-13-2017
Scott Edward PochowskiNext Financial Group, Inc.Polar Investment Counsel, Inc.$2505-11-2012
Scott Alan TankerNext Financial Group, Inc.Walnut Street Securities, Inc.$2509-01-2011
Scot Brian Patrick AhearnNext Financial Group, Inc.PNC Investments01-03-2011
Ronald Jason PayneNext Financial Group, Inc.Voya Financial Advisors, Inc.11-21-2018
Rodney Jerard DerbignyNext Financial Group, Inc.Kovack Securities Inc.02-01-2012
Robert Scott GerberNext Financial Group, Inc.H. Beck, Inc.12-01-2014
Robert Marcel WoodNext Financial Group, Inc.Mutual Service Corporation04-29-2009
Robert Kruse RossNext Financial Group, Inc.Parkland Securities, LLC05-31-2011
Robert Kenon Jr.Next Financial Group, Inc.ELE Advisory Services, Inc$5006-19-2018
Robert John NetzlyNext Financial Group, Inc.Wells Fargo Clearing Services, LLC05-03-2011
Richard Irving Crossland Jr.Next Financial Group, Inc.Veritrust Financial, LLC$2505-20-2009
Renee Mary SkiverNext Financial Group, Inc.LPL Financial LLC11-23-2011
Ralph Kirk TeppeNext Financial Group, Inc.SII Investments, Inc.01-30-2009
Phil David Jones Jr.Next Financial Group, Inc.Sanders Morris Harris LLC03-30-2012
Paul Franklin BerryNext Financial Group, Inc.Securities America, Inc.$10011-29-2011
Patrick David MossmanNext Financial Group, Inc.Morgan Stanley & Co. LLC$15003-13-2009
Patricia Louise WhippleNext Financial Group, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2506-14-2012
Next Page »

Showing 1 to 25 of 117 entries

Page 1 | 2 | 3 | 4 | 5

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.