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
Jason Reinhart PfitzingerU.S. Bancorp Investments, Inc.Banc of America Investment Services, Inc.07-15-2009
Randall Wray SilveyU.S. Bancorp Investments, Inc.BancWest Investment Services, Inc.11-30-2009
Brian A PowellU.S. Bancorp Investments, Inc.Wells Fargo Advisors Financial Network, LLC$50001-29-2010
Richard Allan GibbsU.S. Bancorp Investments, Inc.Associated Investment Services, Inc.$25003-31-2010
Gregory Paul EntzerothU.S. Bancorp Investments, Inc.Stifel, Nicolaus & Company, Incorporated$10004-16-2010
Matthew Hanley KallmanU.S. Bancorp Investments, Inc.Morgan Stanley$25004-30-2010
Bradley Wayne PrewittU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-17-2010
David Charles IrwinU.S. Bancorp Investments, Inc.PNC Investments10-08-2010
Jerry Lynn DunivanU.S. Bancorp Investments, Inc.PNC Investments10-08-2010
Christopher Barnes HibbardU.S. Bancorp Investments, Inc.Morgan Stanley$25011-19-2010
Anthony Andrew FaulknerU.S. Bancorp Investments, Inc.UMB Financial Services, Inc.$50011-22-2010
Curt Michael KruseU.S. Bancorp Investments, Inc.Morgan Stanley$10011-29-2010
Sonja Marie GriffithU.S. Bancorp Investments, Inc.Commerce Brokerage Services, Inc.$50012-31-2010
Alysa Ann RaymondU.S. Bancorp Investments, Inc.Commerce Brokerage Services, Inc.01-05-2011
Grover Cleaveland MusserU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$25002-16-2011
Jacob Jennings SloanU.S. Bancorp Investments, Inc.Edward Jones02-16-2011
Leonard E ReynoldsU.S. Bancorp Investments, Inc.Edward Jones02-24-2011
Timothy James BrennanU.S. Bancorp Investments, Inc.Ausdal Financial Partners, Inc.$15002-28-2011
Lamar Dieter RahdenU.S. Bancorp Investments, Inc.Morgan Stanley03-04-2011
Joseph Robert WatsonU.S. Bancorp Investments, Inc.PNC Investments04-29-2011
William Henry Carr IIIU.S. Bancorp Investments, Inc.Edward Jones05-20-2011
Brannon Alexander CarterU.S. Bancorp Investments, Inc.Edward Jones$10005-31-2011
Bryan Wayne SmithU.S. Bancorp Investments, Inc.Edward Jones$10006-01-2011
Richelle Melanie CaswellU.S. Bancorp Investments, Inc.Edward Jones06-17-2011
Timothy Michael LaramieU.S. Bancorp Investments, Inc.Arlington Securities, Inc.$10006-21-2011
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Showing 1 to 25 of 72 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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