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
Robert Wilson VollenweiderPersonal Capital Advisors CorporationTD Ameritrade, Inc.07-23-2020
Michael Anthony MancivalanoPersonal Capital Advisors CorporationJ.P. Morgan Securities LLC02-25-2020
Brandon Mitchell WyandPersonal Capital Advisors CorporationVanguard Marketing Corporation11-18-2019
Rachel Marie BuffaloPersonal Capital Advisors CorporationMorgan Stanley09-18-2019
Bradley James BierenkovenPersonal Capital Advisors CorporationCharles Schwab & Co., Inc.12-03-2018
Craig Lee KinnunenPersonal Capital Advisors CorporationInfocus Financial Planning, LLC11-28-2018
Matthew Thomas GrayPersonal Capital Advisors CorporationJaniczek Wealth Management11-28-2018
Jordan Albert QuinnPersonal Capital Advisors CorporationVanguard Marketing Corporation07-30-2018
Mccord L. DehartPersonal Capital Advisors CorporationTD Ameritrade, Inc.07-23-2018
Steven D. LyndsPersonal Capital Advisors CorporationGWFS Equities, Inc.06-02-2018
David T. EvansPersonal Capital Advisors CorporationScottrade, Inc.04-18-2018
Lane Erron EwtonPersonal Capital Advisors Corporation7300 Wealth Management, LLC.03-28-2018
Kevin George MannPersonal Capital Advisors CorporationGWFS Equities, Inc.03-14-2018
Ryan PerryPersonal Capital Advisors CorporationAXA Advisors, LLC03-14-2018
Beau Michael SimonPersonal Capital Advisors CorporationGerber Kawasaki Wealth & Investment Management01-24-2018
Matthew H VibertPersonal Capital Advisors CorporationJanus Henderson Distributors01-09-2018
Jonathan Jay LesterPersonal Capital Advisors CorporationOppenheimerFunds Distributor, Inc.11-30-2017
Mark Jon StrombergPersonal Capital Advisors CorporationWealthSource Partners, LLC11-08-2017
Brian Richard KernsPersonal Capital Advisors CorporationNexPoint Securities, Inc.10-05-2017
John F. BeersPersonal Capital Advisors CorporationMML Investors Services, LLC09-01-2017
John Anderson CrouterPersonal Capital Advisors CorporationFidelity Brokerage Services LLC06-26-2017
Stefan JacksonPersonal Capital Advisors CorporationLincoln Financial Advisors Corporation06-23-2017
Megan Elizabeth KanterPersonal Capital Advisors CorporationEaton Vance Distributors, Inc.06-21-2017
Justin R. BankPersonal Capital Advisors CorporationMorgan Stanley05-12-2017
Todd H. BurnafordPersonal Capital Advisors CorporationPrudential Investment Management Services LLC05-11-2017
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Showing 1 to 25 of 63 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.