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
Michael Martin Laurie Martin Brett Brennan H Kelly JacksonWoodbury Financial Services, Inc.National Planning Corporation$20003-08-2018
Bill Evans Terri SteeleWoodbury Financial Services, Inc.National Planning Corporation$9712-19-2017
Frank BrownWoodbury Financial Services, Inc.National Planning Corporation$34710-18-2017
Paul HuttonWoodbury Financial Services, Inc.Hutton Financial Advisors$7305-24-2016
Mark MappaWoodbury Financial Services, Inc.Mappa Wealth Management$10005-24-2016
Jill SlaytonWoodbury Financial Services, Inc.Slayton Wealth Management$6305-24-2016
Stephanie HarveyWoodbury Financial Services, Inc.Equitable Advisors, LLC09-01-2020
Lisa Anne SilvaWoodbury Financial Services, Inc.Lincoln Financial Securities Corporation08-27-2020
William Bowden SimmermonWoodbury Financial Services, Inc.M Holdings Securities, Inc.08-20-2020
Andrea Louise JohnsonWoodbury Financial Services, Inc.Zermatt Securities, Inc.$5008-18-2020
Douglas Leroy VerleyWoodbury Financial Services, Inc.First Heartland Capital, Inc.$5408-10-2020
Laura Nicole BlankenshipWoodbury Financial Services, Inc.First Heartland Capital, Inc.08-10-2020
Alek L MurphyWoodbury Financial Services, Inc.Mutual of Omaha Investor Services, Inc.08-10-2020
Robert Frankland StaffordWoodbury Financial Services, Inc.Securian Financial Services, Inc.08-03-2020
Scott Robert WeirWoodbury Financial Services, Inc.First Heartland Capital, Inc.07-31-2020
Chris HendersonWoodbury Financial Services, Inc.MML Investors Services, LLC07-31-2020
Richard Kelley Downey IIWoodbury Financial Services, Inc.Wells Fargo Clearing Services, LLC07-27-2020
Ernest Royal Massenberg IIIWoodbury Financial Services, Inc.Lincoln Financial Advisors Corporation$2507-24-2020
Robert Silvio TuddaWoodbury Financial Services, Inc.MML Investors Services, LLC07-10-2020
April LovelletteWoodbury Financial Services, Inc.Cetera Advisor Networks LLC07-02-2020
Robert James CoyleWoodbury Financial Services, Inc.Allstate Financial Services, LLC07-01-2020
Jonathan Leonard LewandowskiWoodbury Financial Services, Inc.J.P. Morgan Securities LLC07-01-2020
John Albert HouseWoodbury Financial Services, Inc.AdvisorNet Wealth Management06-30-2020
Bradley J PalmersheimWoodbury Financial Services, Inc.Cetera Advisor Networks LLC06-30-2020
Kevin Patrick WongWoodbury Financial Services, Inc.BFC Planning, Inc.05-01-2020
Next Page »

Showing 1 to 25 of 504 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.