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
Beau Michael SimonPersonal Capital Advisors CorporationGerber Kawasaki Wealth & Investment Management01-24-2018
Bradley James BierenkovenPersonal Capital Advisors CorporationCharles Schwab & Co., Inc.12-03-2018
Brandon Mitchell WyandPersonal Capital Advisors CorporationVanguard Marketing Corporation11-18-2019
Brian Michael YannacconePersonal Capital Advisors CorporationEdward Jones01-19-2016
Brian Richard KernsPersonal Capital Advisors CorporationNexPoint Securities, Inc.10-05-2017
Brian Scott WhatleyPersonal Capital Advisors CorporationWells Fargo Clearing Services, LLC06-04-2014
Charles Eluterio VigilPersonal Capital Advisors CorporationScottrade, Inc.12-16-2014
Christopher Daniel LongPersonal Capital Advisors CorporationCharles Schwab & Co., Inc.$10003-03-2014
Christopher Michael CarucciPersonal Capital Advisors CorporationScottrade, Inc.06-19-2014
Craig Lee KinnunenPersonal Capital Advisors CorporationInfocus Financial Planning, LLC11-28-2018
Danielle Felice BorossPersonal Capital Advisors CorporationFisher Investments04-26-2017
David Michael GoodmanPersonal Capital Advisors CorporationThe Leaders Group, Inc.11-23-2015
David T. EvansPersonal Capital Advisors CorporationScottrade, Inc.04-18-2018
Drew Thomas FearPersonal Capital Advisors CorporationThrivent Investment Management Inc.01-21-2016
Edward John Gueits IIPersonal Capital Advisors CorporationEdward Jones08-15-2014
Garrett GunbergPersonal Capital Advisors CorporationWells Fargo Clearing Services, LLC$1009-25-2013
Greg Phillip LawrencePersonal Capital Advisors CorporationNestwise LLC11-25-2013
Gregory Daniel DepalmaPersonal Capital Advisors CorporationScottrade, Inc.06-03-2014
Ian James WymorePersonal Capital Advisors CorporationMorgan Stanley01-26-2016
Jesse Mcminn PiburnPersonal Capital Advisors CorporationAXA Advisors, LLC03-04-2014
John Anderson CrouterPersonal Capital Advisors CorporationFidelity Brokerage Services LLC06-26-2017
John Andrew HathawayPersonal Capital Advisors CorporationAlphaStar Capital Management, LLC02-06-2017
John F. BeersPersonal Capital Advisors CorporationMML Investors Services, LLC09-01-2017
Jonathan Jay LesterPersonal Capital Advisors CorporationOppenheimerFunds Distributor, Inc.11-30-2017
Jonathan LorePersonal Capital Advisors CorporationUBS Financial Services Inc.11-05-2014
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Showing 1 to 25 of 62 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.