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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
David Marcus BrookingsWoodbury Financial Services, Inc.Symphonic Financial Advisors LLC04-30-2020
Randall Conrad MaagWoodbury Financial Services, Inc.Bankers Life Securities, Inc.04-23-2020
David Kenneth BaerWoodbury Financial Services, Inc.Cetera Investment Services LLC04-06-2020
Gary Thomas JohnsonWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.03-26-2020
Mirjana KljajicWoodbury Financial Services, Inc.BMO Harris Financial Advisors, Inc.03-18-2020
Walter A. DeehringWoodbury Financial Services, Inc.Lion Street Financial, LLC03-17-2020
Thomas Dale BilleaudWoodbury Financial Services, Inc.Edward Jones03-16-2020
Keith Scott RingelbergWoodbury Financial Services, Inc.LPL Financial LLC03-02-2020
Joseph James Di BiasiWoodbury Financial Services, Inc.MML Investors Services, LLC02-21-2020
Gregory B. McElhenyWoodbury Financial Services, Inc.MML Investors Services, LLC02-21-2020
Bryce James WillibyWoodbury Financial Services, Inc.Thrivent Investment Management Inc.02-04-2020
Courtney Kristen BurrellWoodbury Financial Services, Inc.MML Investors Services, LLC02-03-2020
David Clifford SorensonWoodbury Financial Services, Inc.First Heartland Capital, Inc.01-30-2020
Thomas John BuescherWoodbury Financial Services, Inc.MWA Financial Services Inc.01-13-2020
Michael B. Gluski Jr.Woodbury Financial Services, Inc.Ameriprise Financial Services, LLC01-03-2020
Joseph Daniel SteadmanWoodbury Financial Services, Inc.First Command Financial Planning, Inc.01-02-2020
Glen Joseph DarmosWoodbury Financial Services, Inc.Berthel, Fisher & Company Financial Services, Inc.12-18-2019
Jason S. LaneauxWoodbury Financial Services, Inc.Madison Avenue Securities, LLC12-18-2019
Clifford WullschlegerWoodbury Financial Services, Inc.Cetera Advisor Networks LLC12-06-2019
David M BrownWoodbury Financial Services, Inc.Cetera Advisor Networks LLC12-06-2019
Jamie Lynn HansonWoodbury Financial Services, Inc.Cetera Advisor Networks LLC12-06-2019
Jeremy Christopher ToothmanWoodbury Financial Services, Inc.Morgan Stanley12-03-2019
Cara Elizabeth LindnerWoodbury Financial Services, Inc.Cambridge Investment Research, Inc.11-05-2019
David Carl BrinkleyWoodbury Financial Services, Inc.Cambridge Investment Research, Inc.10-24-2019
David Harold BartonWoodbury Financial Services, Inc.Voya Financial Advisors, Inc.10-17-2019
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Showing 1 to 25 of 703 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.