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
Michael Richard MravetzPersonal Capital Advisors CorporationUSAA Investment Management Company05-06-2019
Kevin George MannPersonal Capital Advisors CorporationGWFS Equities, Inc.03-14-2018
Mark AgnewPersonal Capital Advisors CorporationMercer Allied Company, L.P.03-08-2018
Edward Skinner Jr.Personal Capital Advisors CorporationNYLIFE Securities LLC03-07-2018
Beau Michael SimonPersonal Capital Advisors CorporationGerber Kawasaki Wealth & Investment Management01-24-2018
Matthew H VibertPersonal Capital Advisors CorporationJanus Distributors LLC01-09-2018
Ryan D. DeakinsPersonal Capital Advisors CorporationTD Ameritrade, Inc.12-07-2017
Bao Quoc LePersonal Capital Advisors CorporationTD Ameritrade, Inc.12-06-2017
Deming Anthony PaynePersonal Capital Advisors CorporationCharles Schwab & Co., Inc.12-01-2017
Jonathan Jay LesterPersonal Capital Advisors CorporationOppenheimerFunds Distributor, Inc.11-30-2017
Mark Jon StrombergPersonal Capital Advisors CorporationWealthSource Partners, LLC11-08-2017
Timothy J. GreavesPersonal Capital Advisors CorporationFidelity Brokerage Services LLC10-17-2017
Brian Richard KernsPersonal Capital Advisors CorporationNexPoint Securities, Inc.10-05-2017
Joseph Michael Damico IIPersonal Capital Advisors CorporationFidelity Brokerage Services LLC09-15-2017
Brandon Michael MontgomeryPersonal Capital Advisors CorporationJ.P. Morgan Securities LLC09-15-2017
Brett KennedyPersonal Capital Advisors CorporationE*TRADE Securities LLC07-21-2017
Chris Andrew DanielsPersonal Capital Advisors CorporationTD Ameritrade, Inc.07-20-2017
John Anderson CrouterPersonal Capital Advisors CorporationFidelity Brokerage Services LLC06-26-2017
Stefan JacksonPersonal Capital Advisors CorporationLincoln Financial Advisors Corporation06-23-2017
Jake Daniel DubosePersonal Capital Advisors CorporationTIAA-CREF Individual & Institutional Services, LLC06-21-2017
Justin R. BankPersonal Capital Advisors CorporationMorgan Stanley05-12-2017
Todd H. BurnafordPersonal Capital Advisors CorporationPrudential Investment Management Services LLC05-11-2017
Danielle Felice BorossPersonal Capital Advisors CorporationFisher Investments04-26-2017
Josephine R LehoPersonal Capital Advisors CorporationBB&T Investment Services, Inc.10-19-2016
Paul K. LaytonPersonal Capital Advisors CorporationMercer Allied Company, L.P.10-13-2016
Next Page »

Showing 1 to 25 of 47 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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