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 Advisors, Inc.Wells Fargo Clearing Services, LLC08-28-2017
Carlos Rafael CabreraUSAA Financial Advisors, Inc.Morgan Stanley06-08-2017
Dean Joseph HuweUSAA Financial Advisors, Inc.Ameriprise Financial Services, Inc.06-02-2017
John Patrick FlynnUSAA Financial Advisors, Inc.AXA Advisors, LLC05-19-2017
Kevin SullivanUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-18-2017
Isaiah Lavarr WilliamsUSAA Financial Advisors, Inc.J.P. Morgan Securities LLC03-03-2017
Philip David KrebsbachUSAA Financial Advisors, Inc.Farmers Financial Solutions, LLC02-10-2017
Michael B. WhitemanUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.12-23-2016
Francis L. Harrison Jr.USAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-21-2016
Bryson Carl FisherUSAA Financial Advisors, Inc.AXA Advisors, LLC12-19-2016
Bendigo Paul AgnewUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-16-2016
Anthony David HincyUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.10-18-2016
Paul William MuscatUSAA Financial Advisors, Inc.Charles Schwab & Co., Inc.08-10-2016
Talmage Wayne DemeesterUSAA Financial Advisors, Inc.Vanguard Marketing Corporation08-04-2016
Lefei N. LiuUSAA Financial Advisors, Inc.Fidelity Brokerage Services LLC07-18-2016
Jessica Romero LoewUSAA Financial Advisors, Inc.Ameriprise Financial Services, Inc.07-12-2016
John D. Rothwell Jr.USAA Financial Advisors, Inc.AXA Advisors, LLC07-08-2016
Malia Tracy TanakaUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.05-20-2016
Charles Joseph KlausmeierUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.05-12-2016
Samuel Clayton EmmersonUSAA Financial Advisors, Inc.Edward Jones04-01-2016
James Lee CochranUSAA Financial Advisors, Inc.Vanguard Marketing Corporation03-24-2016
Brett A. LemkeUSAA Financial Advisors, Inc.Edward Jones03-24-2016
Cody AbrahamsonUSAA Financial Advisors, Inc.Edward Jones03-24-2016
David Thomas MartinezUSAA Financial Advisors, Inc.TIAA-CREF Individual & Institutional Services, LLC02-04-2016
Tiffany Burrows LeroyUSAA Financial Advisors, Inc.Ameriprise Financial Services, Inc.01-15-2016
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Showing 1 to 25 of 197 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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