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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
William Alan MertinsWoodbury Financial Services, Inc.Raymond James Financial Services Advisors, Inc$5008-26-2019
Philip A. CampbellWoodbury Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-19-2019
Philip A. CampbellWoodbury Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-19-2019
Robert Eugene McNameeWoodbury Financial Services, Inc.HD Vest Investment Services07-29-2019
Eugene BialczakWoodbury Financial Services, Inc.Royal Alliance Associates, Inc.07-23-2019
Keli J. HazelWoodbury Financial Services, Inc.Money Concepts Capital Corp07-17-2019
James Martin FallonWoodbury Financial Services, Inc.Morgan Stanley$10007-03-2019
Albert Michael DanielsWoodbury Financial Services, Inc.The O.N. Equity Sales Company07-01-2019
Gerald Eric Hagman Jr.Woodbury Financial Services, Inc.LPL Financial LLC06-27-2019
Christopher Edward MaglichWoodbury Financial Services, Inc.LexAurum Advisors, LLC06-26-2019
Scott Charles SalernoWoodbury Financial Services, Inc.Morgan Stanley$1,00006-21-2019
Emmanuel Dwight Harris Sr.Woodbury Financial Services, Inc.LPL Financial LLC$5006-17-2019
David Paul WahlWoodbury Financial Services, Inc.BMO Harris Financial Advisors, Inc.$1006-07-2019
John Arnold MandtWoodbury Financial Services, Inc.Mutual of Omaha Investor Services, Inc.06-04-2019
Joshua David TitusWoodbury Financial Services, Inc.LPL Financial LLC05-23-2019
Crystal Rose SdanoWoodbury Financial Services, Inc.Cetera Advisor Networks LLC05-09-2019
Nathan Anderson WarrenWoodbury Financial Services, Inc.Park Avenue Securities LLC05-01-2019
Michael Thomas PetersenWoodbury Financial Services, Inc.Questar Capital Corporation$2504-26-2019
Cassandra Kernodle RickettsWoodbury Financial Services, Inc.Wells Fargo Clearing Services, LLC$5004-18-2019
Garrett Brandon MullinsWoodbury Financial Services, Inc.Wells Fargo Clearing Services, LLC$5004-18-2019
Shelley Clyde York IIIWoodbury Financial Services, Inc.Wells Fargo Clearing Services, LLC04-18-2019
George Mitchell Harris IIIWoodbury Financial Services, Inc.Wells Fargo Clearing Services, LLC04-18-2019
Karl Francis MolwitzWoodbury Financial Services, Inc.H. Beck, Inc.04-16-2019
Jacob Kane OgleWoodbury Financial Services, Inc.Waddell & Reed03-22-2019
Dave Odell JohnsonWoodbury Financial Services, Inc.Questar Capital Corporation$1,00003-01-2019
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Showing 1 to 25 of 745 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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