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

Results filtered by


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jenna Lucille Biancavilla17 Capital Partners, LLCBerthel, Fisher & Company Financial Services, Inc.03-30-2016
James Robert Karberg1st Global Capital Corp.Allstate Financial Services, LLC$101-25-2018
Tiffani Leah Davey1st Global Capital Corp.USAA Financial Advisors, Inc.03-25-2015
Donald William Whitman1st Global Capital Corp.Woodbury Financial Services, Inc.08-05-2009
Mike John MasunasA.G.P. / Alliance Global PartnersHD Vest Investment Services$50009-11-2014
Joshua Matthew HoldenA.G.P. / Alliance Global PartnersVanguard Marketing Corporation04-09-2013
Seth Aaron RosenbergAbility FirstCapital Executive Solutions01-10-2019
Adam Jay SellensACCELERATED CAPITAL GROUPMeridian United Capital, LLC02-27-2012
Christopher John BowmanACCELERATED CAPITAL GROUPMeridian United Capital, LLC02-21-2012
Scott Wayne ReedAccelerated Capital GroupMeridian United Capital, LLC02-21-2012
Ryan Michael LovettAccelerated Capital GroupMeridian United Capital, LLC02-17-2012
David Andrew AdkissonAdkisson Capital, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-31-2013
Randolf John AlbersAdvanced Financial ServicesAmerican Independent Securities Group, LLC03-21-2016
Robert Edward DiasAdvanced Financial ServicesSunset Financial Services, Inc.03-21-2012
Scott Mons BroadbentAdvisory Services NetworkInnovation Partners LLC04-15-2015
James Stephen HarperAE Wealth Management, LLCEmpire Wealth Advisors Inc.03-02-2018
David Chadwick SchillerAegis Wealth Partners, LLCVora Wealth Management, PLLC07-29-2014
Reggie U AlilonuAlilonu Financial Services, LLCHD Vest Investment Services10-30-2018
Ronald Edward WilsonAllstate Financial Services, LLCMML Investors Services, Inc.$2504-24-2019
Michael Anthony CrupiAllstate Financial Services, LLCLPL Financial LLC06-05-2017
Robert Lee BrainardAllstate Financial Services, LLCPrincipal Funds Distributor, Inc.$10001-26-2017
James Robert KarbergAllstate Financial Services, LLCFidelity Brokerage Services LLC01-25-2017
Gregory Michael SidelAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-28-2016
Nicole Anne KittelsonAllstate Financial Services, LLCFarmers Financial Solutions, LLC02-23-2016
Michael William KneipAllstate Financial Services, LLCWells Fargo Clearing Services, LLC07-14-2015
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Showing 1 to 25 of 2,698 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.


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