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
Matthew J. NickelsSignator Investors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-16-2018
Cody M. TaymoreSignator Investors, Inc.GLP Investment Services, LLC04-19-2018
Bruce Jay FinsilverSignator Investors, Inc.Brooklight Place Securities, Inc.02-16-2018
Scott David McKinnieSignator Investors, Inc.PNC Investments02-02-2018
Kimberly Louise JamiesonSignator Investors, Inc.Strategic Investment Advisors, Inc.11-27-2017
Mark Allen BarberSignator Investors, Inc.Royal Securities Company$5007-11-2017
Paul Allen KuiperSignator Investors, Inc.Royal Securities Company$5007-10-2017
Marvin Louis AndringaSignator Investors, Inc.Royal Securities Company$2507-07-2017
Christopher Allen OistenSignator Investors, Inc.Royal Securities Company$5007-07-2017
Kenneth J VandermolenSignator Investors, Inc.Royal Securities Company07-07-2017
Jill Marye VanderzelSignator Investors, Inc.Royal Securities Company07-07-2017
Terry Allen HuyserSignator Investors, Inc.Royal Securities Company07-07-2017
Michael Jon NagelvoortSignator Investors, Inc.Royal Securities Company07-07-2017
David Gordon MoelkerSignator Investors, Inc.Royal Securities Company$15007-07-2017
Kurt Robert FaasseSignator Investors, Inc.Royal Securities Company$5007-07-2017
Aaron M. OudbierSignator Investors, Inc.Royal Securities Company$2507-07-2017
Jacob I. TuinstraSignator Investors, Inc.Royal Securities Company$2507-07-2017
Phillip A. VeenstraSignator Investors, Inc.Royal Securities Company07-07-2017
Daniel Wayne KalsbeekSignator Investors, Inc.Royal Securities Company07-07-2017
Stephen Claude CarterSignator Investors, Inc.Royal Securities Company07-07-2017
Lu PalettaSignator Investors, Inc.MML Investors Services, LLC06-09-2017
Robin K. ShellenbergerSignator Investors, Inc.AXA Advisors, LLC10-28-2016
Christopher James SchreiberSignator Investors, Inc.Archer Investment Corporation07-26-2016
Scott A. WetzelSignator Investors, Inc.Thrivent Investment Management Inc.04-29-2016
Steven James GroganSignator Investors, Inc.MML Investors Services, LLC05-29-2015
Next Page »

Showing 1 to 25 of 47 entries

Page 1 | 2

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.