Advisers on the Move TEST

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
Lane Erron EwtonPersonal Capital Advisors Corporation7300 Wealth Management, LLC.03-28-2018
John Andrew HathawayPersonal Capital Advisors CorporationAlphaStar Capital Management, LLC02-06-2017
Ryan PerryPersonal Capital Advisors CorporationAXA Advisors, LLC03-14-2018
Jesse Mcminn PiburnPersonal Capital Advisors CorporationAXA Advisors, LLC03-04-2014
Ryan William EmersonPersonal Capital Advisors CorporationBurrus12-03-2014
Tyler Andrew MorrisPersonal Capital Advisors CorporationCambridge Investment Research, Inc.02-25-2014
Bradley James BierenkovenPersonal Capital Advisors CorporationCharles Schwab & Co., Inc.12-03-2018
Leslie E. FrazierPersonal Capital Advisors CorporationCharles Schwab & Co., Inc.04-10-2017
Monica Jihyon RyuPersonal Capital Advisors CorporationCharles Schwab & Co., Inc.08-13-2015
Christopher Daniel LongPersonal Capital Advisors CorporationCharles Schwab & Co., Inc.$10003-03-2014
Megan Elizabeth KanterPersonal Capital Advisors CorporationEaton Vance Distributors, Inc.06-21-2017
Kyle Joseph ZappiaPersonal Capital Advisors CorporationEdward Jones04-03-2017
Brian Michael YannacconePersonal Capital Advisors CorporationEdward Jones01-19-2016
Edward John Gueits IIPersonal Capital Advisors CorporationEdward Jones08-15-2014
Michael Robert HunterPersonal Capital Advisors CorporationEdward Jones02-25-2014
John Anderson CrouterPersonal Capital Advisors CorporationFidelity Brokerage Services LLC06-26-2017
Danielle Felice BorossPersonal Capital Advisors CorporationFisher Investments04-26-2017
Beau Michael SimonPersonal Capital Advisors CorporationGerber Kawasaki Wealth & Investment Management01-24-2018
Steven D. LyndsPersonal Capital Advisors CorporationGWFS Equities, Inc.06-02-2018
Kevin George MannPersonal Capital Advisors CorporationGWFS Equities, Inc.03-14-2018
Craig Lee KinnunenPersonal Capital Advisors CorporationInfocus Financial Planning, LLC11-28-2018
Michael Anthony MancivalanoPersonal Capital Advisors CorporationJ.P. Morgan Securities LLC02-25-2020
Ryan Jonathon BluskePersonal Capital Advisors CorporationJ.P. Morgan Securities LLC07-16-2015
Matthew Thomas GrayPersonal Capital Advisors CorporationJaniczek Wealth Management11-28-2018
Matthew H VibertPersonal Capital Advisors CorporationJanus Henderson Distributors01-09-2018
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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.