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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jenna Lucille Biancavilla17 Capital Partners, LLCBerthel, Fisher & Company Financial Services, Inc.$1003-30-2016
James Robert Karberg1st Global Capital Corp.Allstate Financial Services, LLC01-25-2018
Ryan P. 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
James Louis Matt3D Asset Management, Inc.Pogson & Matt Wealth Management Group, LLC03-26-2020
Mike John MasunasA.G.P / Alliance Global PartnersAvantax Investment Services, Inc.09-11-2014
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
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 Incorporated$5007-31-2013
Randolf John AlbersAdvanced Financial ServicesAmerican Independent Securities Group, LLC03-21-2016
Robert Edward DiasAdvanced Financial ServicesSunset Financial Services, Inc.03-21-2012
Todd Martin FelteAdvisory Group Equity Services Ltd.Source Capital Group, Inc.02-16-2017
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
Nathaniel S. BarnhartAE Wealth Management, LLCFirst Dominion Capital Corp.10-11-2019
John Paul FawsonAE Wealth Management, LLCBrookstone Capital Management LLC01-22-2019
Nancy FrommAE Wealth Management, LLCBrookstone Capital Management LLC10-29-2018
Cristina AcostaAE Wealth Management, LLCBrookstone Capital Management LLC10-29-2018
Charisse Valerie MackenzieAE Wealth Management, LLCRegal Investment Advisors LLC08-30-2018
Trey Robert HolmanAE Wealth Management, LLCGlobal Financial Private Capital, Inc.08-14-2018
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Showing 1 to 25 of 4,130 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.