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
Brenda Rose ClevenWaddell & ReedThrivent Investment Management Inc.05-03-2019
Bryan Robert ScammanWaddell & ReedPruco Securities, LLC.06-15-2011
Daniel Rees KingWaddell & ReedU.S. Bancorp Investments, Inc.$10011-10-2017
Darrell Reed BaldwinWaddell & ReedMorgan Stanley$10006-15-2011
Graham Bryce AddersonWaddell & ReedUmpqua Investments, Inc.03-28-2016
Jacob Eli MurrayWaddell & ReedLPL Financial LLC$10009-01-2011
JERRY LELAND BELNAPWaddell & ReedPFS Investments Inc.$10008-17-2012
Jonathan Tyler BelnapWaddell & ReedChase Investment Services Corp.$10008-14-2009
Juan Burdette OldhamWaddell & ReedU.S. Bancorp Investments, Inc.$50010-21-2016
Melvin Corey UreWaddell & ReedEdward Jones03-19-2015
Peter Todd FitzmyersWaddell & ReedEdward Jones07-21-2017
Shanna Leigh TurnerWaddell & ReedEdward Jones10-20-2014
Tyler Paul SimonWaddell & ReedLiberty Partners Financial Services, LLC$15010-11-2016
William Blaine BurtonWaddell & ReedU.S. Bancorp Investments, Inc.$14010-21-2016

Showing 1 to 14 of 14 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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