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
Brian Jeoffrey MunsonWaddell & ReedAmeriprise Financial Services, Inc.12-21-2016
Russell James WhidbeeWaddell & ReedAmeriprise Financial Services, Inc.10-03-2011
Denise Diane BrandonWaddell & ReedD.A. Davidson & Co.06-25-2010
Charles Clayton YouslingWaddell & ReedEdward Jones02-29-2016
Maynard AzoseWaddell & ReedEdward Jones06-12-2014
Cassandra Ann SpitzerWaddell & ReedEdward Jones04-04-2014
Randy Jay JohnstonWaddell & ReedEdward Jones$5001-10-2014
Jason Edward SkifstadWaddell & ReedEdward Jones08-02-2012
Olivier P. MartinezWaddell & ReedFarmers Financial Solutions, LLC03-10-2014
Richard Holton IvesterWaddell & ReedKMS Financial Services, Inc.$3804-12-2019
Michele Mariko FullerWaddell & ReedLucia Securities, LLC08-27-2015
Gary Carl HundrupWaddell & ReedMerrill Lynch, Pierce, Fenner & Smith Incorporated12-04-2012
Jerry Lee BarnettWaddell & ReedMerrill Lynch, Pierce, Fenner & Smith Incorporated03-26-2010
Bryan L. HendricksonWaddell & ReedMerrill Lynch, Pierce, Fenner & Smith Incorporated01-06-2009
Ismael G. Campos Sr.Waddell & ReedRBC Capital Markets, LLC05-12-2014
Shu-Chun BaloghWaddell & ReedSecurities America, Inc.03-16-2018
Andrew LawrenceWaddell & ReedU.S. Bancorp Investments$6806-02-2014

Showing 1 to 17 of 17 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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