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
Matthew B. HarveyWoodbury Financial Services, Inc.BMO Harris Financial Advisors, Inc.$2503-02-2020
Emmanuel Dwight Harris Sr.Woodbury Financial Services, Inc.LPL Financial LLC06-17-2019
Cresta L ClawsonWoodbury Financial Services, Inc.Thrivent Investment Management Inc.12-19-2018
Matthew Howard GrahamWoodbury Financial Services, Inc.Farmers Financial Solutions, LLC08-07-2018
Karen Lynn NanceWoodbury Financial Services, Inc.LPL Financial LLC04-18-2018
Donald Michael DenstaedtWoodbury Financial Services, Inc.SII Investments, Inc.11-16-2017
Jeffrey Richard HoenleWoodbury Financial Services, Inc.SII Investments, Inc.11-16-2017
Gregory William HoenleWoodbury Financial Services, Inc.SII Investments, Inc.11-16-2017
Jason Michael KendallWoodbury Financial Services, Inc.SII Investments, Inc.$8711-15-2017
Troy David StollWoodbury Financial Services, Inc.National Planning Corporation$4711-02-2017
Timothy Lane JohnstonWoodbury Financial Services, Inc.MetLife Securities Inc.04-10-2017
Timothy Abner JohnstonWoodbury Financial Services, Inc.MetLife Securities Inc.$10003-03-2017
Randall Kerry KistlerWoodbury Financial Services, Inc.National Planning Corporation11-03-2016
Todd Robert FincannonWoodbury Financial Services, Inc.Uhlmann Investment Management, L.L.C.09-27-2016
Bruce Edward HooverWoodbury Financial Services, Inc.MetLife Securities Inc.$1011-14-2011
Thomas Richard JacksWoodbury Financial Services, Inc.Edward Jones06-07-2010
Ronald Ray HodgeWoodbury Financial Services, Inc.Legend Equities Corporation06-02-2010
Matthew J. BakerWoodbury Financial Services, Inc.Next Financial Group, Inc.05-28-2010

Showing 1 to 18 of 18 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.