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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kathryn Vieh Redden1st Global Capital Corp.Ronald Blue & Co. LLC$1,00001-25-2017
Erin Renee Watkins56 Capital Partners, LtdNorthwestern Mutual Investment Services, LLC01-29-2018
Derek Jacob Martin56 Capital Partners, LtdNorthwestern Mutual Investment Services, LLC01-24-2018
Ethan Joel Latinsky7300 Wealth Management, LLC.NYLIFE Securities LLC08-07-2018
Lane Erron Ewton7300 Wealth Management, LLC.Waddell & Reed07-29-2016
David Lee StevensA & I Financial Services, LLCIrongate Financial Services, Inc.01-22-2019
Marla Anne MasonA & I Financial Services, LLCPresidential Brokerage, Inc.05-19-2017
Thomas Michael AbboudAbboud Financial Planning, Inc.Securities America, Inc.11-03-2017
Donavan CoxAberle Investment Management, LLCMorgan Stanley11-27-2017
Brian Jacob AberleAberle Investment Management, LLCWells Fargo Advisors Financial Network, LLC02-23-2017
BRENT CHARLES YANAGIDAACE INVESTING SERVICES, INC.PEAK WEALTH PLANNING LLC02-13-2013
Kevin John McnabACE Wealth Partners, LLCTIAA-CREF Individual & Institutional Services, LLC07-13-2010
Jennifer Gail PrestonAdvised Assets Group, LLCNestwise LLC11-22-2013
Wesley Lee StrodeAdvised Assets Group, LLCOld Mutual Investment Partners08-01-2011
Debra Marie JohnsonAdvisory Services NetworkKestra Advisory Services, LLC01-02-2018
Bradley Derek HablutzelAE Wealth Management, LLCGeneos Wealth Management, Inc.08-23-2018
Michael Scott AkinsAkins Financial, LLCLPL Financial LLC08-09-2016
Charlotte Rebecca AustinAlera Investment Advisors, LLCSecurian Financial Services, Inc.11-02-2017
Edward Ceylon HaibtAlera Investment Advisors, LLCSecurian Financial Services, Inc.11-02-2017
Mark Christopher StrubelAlera Investment Advisors, LLCSecurian Financial Services, Inc.11-02-2017
Matthew Woodley SchlaepferAlera Investment Advisors, LLCSecurian Financial Services, Inc.11-02-2017
Mollie Denise SavageAlera Investment Advisors, LLCSecurian Financial Services, Inc.11-02-2017
Kimberly Kay DolemanALLEGIS INVESTMENT ADVISORS, LLCRoyal Alliance Associates, Inc.07-28-2015
Dennis Ralph GravesAllegis Investment Services, LLCSymetra Investment Services, Inc.01-02-2015
Alexander Marc BarriosAllianceBernstein L.P.Janus Distributors LLC01-09-2012
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Showing 1 to 25 of 2,618 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.

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