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
Rahn Dee HagbergWaddell & ReedAssured Retirement Financial Group, Inc.07-03-2018
Erica Suzanne FultzWaddell & ReedThrivent Investment Management Inc.06-15-2016
Bruce Daniel BarronWaddell & ReedUBS Financial Services Inc.$2504-29-2016
Peter Jacob Hunter-HansonWaddell & ReedAmeriprise Financial Services, Inc.03-01-2016
Scott Allen BoschWaddell & ReedThrivent Investment Management Inc.02-02-2016
Steven Victor KajalaWaddell & ReedMorgan Stanley08-14-2015
Terrence Michael Sterling HassanallyWaddell & ReedAmeriprise Financial Services, Inc.07-17-2015
Edmund Coleman Craft IIIWaddell & ReedMerrill Lynch, Pierce, Fenner & Smith Incorporated03-17-2015
Tammis Archambo McmillanWaddell & ReedNew England Securities01-16-2015
Wilfred WongWaddell & ReedEdward Jones10-31-2014
Timothy Donald EvansonWaddell & ReedAllstate Financial Services, LLC10-17-2014
Brett Robert KahnertWaddell & ReedAmeriprise Financial Services, Inc.07-28-2014
Brian Andrew BurgesonWaddell & ReedEdward Jones06-12-2014
Adam Christopher GranthamWaddell & ReedThrivent Investment Management Inc.02-14-2014
Ashton Gene PankoninWaddell & ReedEdward Jones12-13-2013
Randal Jay JohnsrudWaddell & ReedPark Avenue Securities LLC$2511-15-2013
Peter Hedge KingWaddell & ReedMerrill Lynch, Pierce, Fenner & Smith Incorporated06-27-2013
Pradeep Harsh SukhaniWaddell & ReedWTS Proprietary Trading Group LLC02-04-2013
Gary Hollis SchwartzWaddell & ReedAmeriprise Financial Services, Inc.11-16-2012
Joseph David DezielWaddell & ReedBlackRock Investments, LLC07-05-2012
Robert Walter ReynoldsWaddell & ReedMerrill Lynch, Pierce, Fenner & Smith Incorporated$2505-29-2012
Daniel John LowisWaddell & ReedEdward Jones$1,00002-17-2012
Patrick Joseph WalshWaddell & ReedEdward Jones04-12-2011
Lindsay Lloyd HoyerWaddell & ReedPFS Investments Inc.07-26-2010
Thomas Allan MillerWaddell & ReedMorgan Stanley09-25-2009
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Showing 1 to 25 of 27 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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