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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Paul Henry VanderweideUSAA Financial Advisors, Inc.Wells Fargo Clearing Services, LLC08-28-2017
Francis L. Harrison Jr.USAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-21-2016
Bryson Carl FisherUSAA Financial Advisors, Inc.AXA Advisors, LLC12-19-2016
Paul William MuscatUSAA Financial Advisors, Inc.Charles Schwab & Co., Inc.08-10-2016
Talmage Wayne DemeesterUSAA Financial Advisors, Inc.Vanguard Marketing Corporation08-04-2016
James Lee CochranUSAA Financial Advisors, Inc.Vanguard Marketing Corporation03-24-2016
Cody AbrahamsonUSAA Financial Advisors, Inc.Edward Jones03-24-2016
Vanessa Anne HouleUSAA Financial Advisors, Inc.Vanguard Marketing Corporation01-14-2016
John Cameron P. HarperUSAA Financial Advisors, Inc.Vanguard Marketing Corporation01-14-2016
Melissa J. SabidoUSAA Financial Advisors, Inc.Vanguard Marketing Corporation12-21-2015
Trevor Lee HeyingUSAA Financial Advisors, Inc.AXA Advisors, LLC12-21-2015
Jason AdamsUSAA Financial Advisors, Inc.Vanguard Marketing Corporation12-17-2015
Lee Walter NorthernUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-20-2015
Alexandros P TerzisUSAA Financial Advisors, Inc.Financial Engines Advisors L.L.C.04-02-2015
Cindy Tam LienUSAA Financial Advisors, Inc.UBS Financial Services Inc.03-24-2015
Kristy Jones KoenigUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-12-2015
Deborah Ann NiblettUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-12-2015
Cynthia Jean NunnUSAA Financial Advisors, Inc.J.P. Morgan Securities LLC01-03-2015
Christopher Shawn LamhangUSAA Financial Advisors, Inc.Financial Engines Advisors L.L.C.01-03-2015
Ryan M. GreenUSAA Financial Advisors, Inc.MetLife Securities Inc.12-23-2014
Alejandro Tomas PinaUSAA Financial Advisors, Inc.NYLIFE Securities LLC09-24-2014
Frank Joseph-Carl GennaroUSAA Financial Advisors, Inc.Charles Schwab & Co., Inc.08-21-2014
Giovanni Tomas LangoniUSAA Financial Advisors, Inc.Edward Jones08-21-2014
Mary Christine Di BlasiUSAA Financial Advisors, Inc.MWA Financial Services Inc.06-09-2014
Brent Jeffery ThurberUSAA Financial Advisors, Inc.Charles Schwab & Co., Inc.05-09-2014
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Showing 1 to 25 of 50 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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