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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron BitranCUSO Financial Services, L.P.LPL Financial LLC02-18-2015
Alan John DavisCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.$1011-21-2017
Alex Mark KirrinCUSO Financial Services, L.P.LPL Financial LLC10-03-2016
Anatoly VildermanCUSO Financial Services, L.P.Wells Fargo Clearing Services, LLC07-12-2016
Andrew Gerry HackettCUSO Financial Services, L.P.Waddell & Reed12-19-2018
Andrew L. MartinCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.12-10-2014
Barry Charles WindCUSO Financial Services, L.P.Cambridge Investment Research, Inc.04-08-2019
Benjamin LemoineCUSO Financial Services, L.P.CU Investment Solutions LLC02-17-2017
Boris Michael CastilloCUSO Financial Services, L.P.Kinecta Wealth Management07-03-2019
Bradley D SchwabCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.02-15-2012
Brendan R. McMurtrieCUSO Financial Services, L.P.AXA Advisors, LLC11-20-2017
Carlo Manalastas BotonCUSO Financial Services, L.P.LPL Financial LLC01-02-2015
Christopher A. ClapinskiCUSO Financial Services, L.P.Raymond James & Associates, Inc.$2505-06-2019
Christopher EllisCUSO Financial Services, L.P.Independent Financial Group, LLC03-28-2016
Christopher James GabrysCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.$15001-23-2013
Cordell WistisenCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.06-01-2012
Cory Alan CorriganCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.$2501-03-2012
Craig Scott FeinCUSO Financial Services, L.P.Kinecta Wealth Management07-01-2019
Craig Stephen MaytubbyCUSO Financial Services, L.P.INVEST Financial Corporation12-04-2017
Cyrus Scott Smith Jr.CUSO Financial Services, L.P.Scottrade, Inc.$5004-16-2018
Daniel Domingo AnderleCUSO Financial Services, L.P.UnionBanc Investment Services, LLC12-20-2017
Darren Matt YorkCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.$2511-02-2015
David Anthony KanongataaCUSO Financial Services, L.P.Wells Fargo Clearing Services, LLC03-11-2011
David Glenn BurkCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.12-07-2011
David R. MillerCUSO Financial Services, L.P.Waddell & Reed08-01-2016
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Showing 1 to 25 of 82 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.


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