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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Stephen Edward RischallNavalign, LLC1080 Financial Group07-16-2018
Matt Joseph StadelmanNavalign, LLC1080 Financial Group07-16-2018
Scott Steven BrownRoyal Alliance Associates, Inc.1st Global Advisors Inc$5009-21-2018
Harold Anthony MorinAmeriprise Financial Services, LLC1st Global Capital Corp.10-03-2018
Amy Rogers BlodgettAmeritas Investment Company, LLC20/20 Capital Management, Inc$13607-12-2018
Marcos Hugo Lira360Dividends360Dividends01-29-2019
Matthew Naniola PavichChalice Capital Partners, LLCAccelerated Capital Group$1008-11-2018
David Allen WellsChalice Capital Partners, LLCAccelerated Capital Group07-16-2018
Scott Carl SandusChalice Capital Partners, LLCAccelerated Capital Group07-10-2018
Eric John LudovicoChalice Capital Partners, LLCAccelerated Capital Group$1007-09-2018
Matthew David BelfantiRSM US Wealth Management LLCAdvicePeriod, LLC05-20-2019
Julia Michelle CummingsBeacon Pointe Wealth Advisors, LLCAdvicePeriod, LLC11-28-2018
David Allen WaltersNMS Capital Advisors, LLC.Advisory Group Equity Services Ltd.$2503-28-2019
Monique Renee MarshallLife By Design Investment Advisory ServicesAdvisory Services Network05-16-2019
Justin Michael MauerStrategic Wealth Advisors GroupAladino Financial Services, Inc.08-24-2018
Brandon Geoffry KurzMercer Global Advisors Inc.Aldrich Wealth LP09-12-2018
Jonathan Robert MoffatAligned AdvisorsAligned Advisors03-15-2019
Scott Martin StephanDFPG Investments, LLCAllegis Investment Services, LLC02-28-2019
Jason Morgan PerkinsSquar Milner Financial Services, LLCAllegis Investment Services, LLC$4411-08-2018
How Mee HuongPruco Securities, LLC.Allstate Financial Services, LLC06-10-2019
Mary Ramiro AgcaoiliFarmers Financial Solutions, LLCAllstate Financial Services, LLC02-18-2019
Michael Anthony TringheseWells Fargo Clearing Services, LLCAllstate Financial Services, LLC$5002-05-2019
Christopher Raymond ThomAllstate Financial Services, LLCAllstate Financial Services, LLC01-25-2019
John Philip DayMerrill Lynch, Pierce, Fenner & Smith IncorporatedAllstate Financial Services, LLC01-04-2019
Joshua Joseph WeygandtLPL Financial LLCAllstate Financial Services, LLC11-02-2018
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Showing 1 to 25 of 2,187 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.