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
Paul Henry VanderweideUSAA FINANCIAL PLANNING SERVICESWells Fargo Clearing Services, LLC08-29-2017
Jennifer Marie MetcalfUSAA FINANCIAL PLANNING SERVICESWells Fargo Clearing Services, LLC02-01-2017
Francis Leo Harrison Jr.USAA FINANCIAL PLANNING SERVICESMerrill Lynch, Pierce, Fenner & Smith Incorporated01-04-2017
Bryson Carl FisherUsaa Financial Planning ServicesAXA Advisors, LLC12-20-2016
William Michael LarueUSAA FINANCIAL PLANNING SERVICESVanguard Marketing Corporation09-19-2016
Talmage Wayne DemeesterUSAA FINANCIAL PLANNING SERVICESVanguard Marketing Corporation09-16-2016
Paul William MuscatUSAA FINANCIAL PLANNING SERVICESCharles Schwab & Co., Inc.09-14-2016
James Lee CochranUSAA FINANCIAL PLANNING SERVICESVanguard Marketing Corporation06-10-2016
Cody Alan AbrahamsonUSAA FINANCIAL PLANNING SERVICESEdward Jones04-08-2016
Abby Nicole SmithUSAA FINANCIAL PLANNING SERVICESEdward Jones03-29-2016
John Cameron Parr HarperUSAA FINANCIAL PLANNING SERVICESVanguard Marketing Corporation03-15-2016
Melissa J SabidoUSAA FINANCIAL PLANNING SERVICESVanguard Marketing Corporation02-09-2016
Vanessa Anne HouleUSAA FINANCIAL PLANNING SERVICESVanguard Marketing Corporation01-27-2016
Trevor Lee HeyingUsaa Financial Planning ServicesAXA Advisors, LLC01-05-2016
Deborah Ann NiblettUSAA FINANCIAL PLANNING SERVICESMerrill Lynch, Pierce, Fenner & Smith Incorporated05-26-2015
Alexandros P TerzisUSAA FINANCIAL PLANNING SERVICESFinancial Engines Advisors L.L.C.05-08-2015
Ryan M GreenUSAA FINANCIAL PLANNING SERVICESMetLife Securities Inc.03-16-2015
Cynthia Jean NunnUSAA FINANCIAL PLANNING SERVICESJ.P. Morgan Securities LLC01-13-2015
Frank J C Joseph-Carl GennaroUSAA FINANCIAL PLANNING SERVICESCharles Schwab & Co., Inc.09-05-2014
Giovanni Tomas LangoniUSAA FINANCIAL PLANNING SERVICESEdward Jones09-05-2014
Mary Christine Di BlasiUSAA FINANCIAL PLANNING SERVICESMWA Financial Services Inc.06-19-2014
Charles David Konopaski IIUSAA FINANCIAL PLANNING SERVICESMerrill Lynch, Pierce, Fenner & Smith Incorporated05-15-2014
Matthew Ryan MorrellUSAA FINANCIAL PLANNING SERVICESEdward Jones05-15-2014
Laura Marie TrindlUSAA FINANCIAL PLANNING SERVICESCharles Schwab & Co., Inc.01-06-2014
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Showing 1 to 25 of 42 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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