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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
James Jay FlynnStifel, Nicolaus & Company, IncorporatedD.A. Davidson & Co.$2506-16-2016
Richard Merrill HowellStifel, Nicolaus & Company, IncorporatedD.A. Davidson & Co.$10001-29-2016
Ryan D HancockStifel, Nicolaus & Company, IncorporatedD.A. Davidson & Co.$10001-29-2016
Brent Lynn KoetterStifel, Nicolaus & Company, IncorporatedD.A. Davidson & Co.$4301-29-2016
Kenneth Patrick HanleyStifel, Nicolaus & Company, IncorporatedD.A. Davidson & Co.04-30-2015
Christian Curtis MolvigStifel, Nicolaus & Company, IncorporatedD.A. Davidson & Co.$2503-12-2015
David Wade KuhnsStifel, Nicolaus & Company, IncorporatedD.A. Davidson & Co.03-12-2015
Scott Douglas BaldwinStifel, Nicolaus & Company, IncorporatedD.A. Davidson & Co.$5003-10-2015
Joseph Geofrey TravisStifel, Nicolaus & Company, IncorporatedD.A. Davidson & Co.$1003-10-2015
Rakema Lawyell WhiteStifel, Nicolaus & Company, IncorporatedDavid Lerner Associates, Inc.10-16-2015
Michael Scott PaternostroStifel, Nicolaus & Company, IncorporatedDavid Lerner Associates, Inc.09-04-2015
Joseph Salvatore PlantStifel, Nicolaus & Company, IncorporatedDavid Lerner Associates, Inc.$5001-20-2012
Gary StensonStifel, Nicolaus & Company, IncorporatedDavid Lerner Associates, Inc.$2501-20-2012
Christopher James BartolomeoStifel, Nicolaus & Company, IncorporatedDavid Lerner Associates, Inc.01-20-2012
Donald H. HenriquezStifel, Nicolaus & Company, IncorporatedDavid Lerner Associates, Inc.$15009-16-2011
Scott L. CirelliStifel, Nicolaus & Company, IncorporatedDavid Lerner Associates, Inc.09-16-2011
Michael Anthony TuranskyStifel, Nicolaus & Company, IncorporatedDavid Lerner Associates, Inc.$1008-26-2011
David AsulinStifel, Nicolaus & Company, IncorporatedDavid Lerner Associates, Inc.$10008-20-2010
Brian Thomas KelleyStifel, Nicolaus & Company, IncorporatedDeutsche Bank Securities Inc.$5003-10-2016
Michael Anthony MeyersStifel, Nicolaus & Company, IncorporatedDominick & Dickerman LLC$5005-03-2013
Steven Jerome GapinskiStifel, Nicolaus & Company, IncorporatedDougherty & Company LLC06-24-2016
Scott Witham Stifel, Nicolaus & Company, IncorporatedEdward Jones$4108-15-2019
Nick BeardenStifel, Nicolaus & Company, IncorporatedEdward Jones$7508-01-2019
Austin HamiltonStifel, Nicolaus & Company, IncorporatedEdward Jones01-08-2019
Elliot TreeceStifel, Nicolaus & Company, IncorporatedEdward Jones$8711-01-2018
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Showing 276 to 300 of 1,487 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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