Advisers on the Move TEST

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

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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$50001-25-2018
Ryan Paul Fischer1st Global Capital Corp.USAA Financial Advisors, Inc.11-04-2016
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 PartnersAvantax Investment Services, Inc.$50009-11-2014
Joshua Matthew HoldenA.G.P / Alliance Global PartnersVanguard Marketing Corporation04-09-2013
Seth A. RosenbergAbility FirstCapital Executive Solutions01-10-2019
Adam Jay SellensAccelerated Capital GroupMeridian United Capital, LLC02-27-2012
Christopher John BowmanAccelerated Capital GroupAE Wealth Management, LLC02-21-2012
Scott Wayne ReedAccelerated Capital GroupMeridian United Capital, LLC02-21-2012
Ryan Michael LovettAccelerated Capital GroupMeridian United Capital, LLC02-17-2012
Charles Anthony TruhlarAcrylic Financial, Inc.Interactive Financial Advisors05-12-2017
David Andrew AdkissonAdkisson Capital, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-31-2013
Najla Hisham ArekatADL Global CapitalVanderbilt Securities, LLC02-04-2015
Randolf John AlbersAdvanced Financial ServicesAmerican Independent Securities Group, LLC03-21-2016
Robert Edward DiasAdvanced Financial ServicesSunset Financial Services, Inc.03-21-2012
Richard Michael Groff IIAdvisorNet Wealth ManagementWealth Management International, Ltd.03-31-2016
Lynn Michelle FormanAdvisorNet Wealth ManagementWealth Management International, Ltd.03-31-2016
Brent James EmchAdvisors' Pride Inc.LPL Financial LLC04-22-2016
Todd Martin FelteAdvisory Group Equity Services Ltd.Source Capital Group, Inc.$50002-16-2017
Gary Tanfield SacksAdvisory Group Equity Services Ltd.Source Capital Group, Inc.02-16-2017
Patrick Joseph LambertAdvisory Group Equity Services Ltd.Source Capital Group, Inc.02-07-2017
Scott Mons BroadbentAdvisory Services NetworkInnovation Partners LLC04-15-2015
Nancy FrommAE Wealth Management, LLCBrookstone Capital Management LLC10-29-2018
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Showing 1 to 25 of 3,720 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.