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
Oksana DoncilaPersonal Capital Advisors CorporationWells Fargo Clearing Services, LLC09-09-2020
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
Lee M LevitasPersonal Capital Advisors CorporationLincoln Financial Advisors Corporation08-14-2019
Craig Lee KinnunenPersonal Capital Advisors CorporationInfocus Financial Planning, LLC11-28-2018
Matthew Thomas GrayPersonal Capital Advisors CorporationJaniczek Wealth Management11-28-2018
Lane Erron EwtonPersonal Capital Advisors Corporation7300 Wealth Management, LLC.03-28-2018
Ryan PerryPersonal Capital Advisors CorporationEquitable Advisors, LLC03-14-2018
Beau Michael SimonPersonal Capital Advisors CorporationGerber Kawasaki Wealth & Investment Management01-24-2018
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
Justin R BankPersonal Capital Advisors CorporationMorgan Stanley05-12-2017
Todd H BurnafordPersonal Capital Advisors CorporationPrudential Investment Management Services LLC05-11-2017
Danielle Felice BorossPersonal Capital Advisors CorporationFisher Investments04-26-2017
Ross Charles Von MindenPersonal Capital Advisors CorporationRaymond James & Associates, Inc.04-10-2017
Leslie E FrazierPersonal Capital Advisors CorporationCharles Schwab & Co., Inc.04-10-2017
Paul K LaytonPersonal Capital Advisors CorporationMercer Allied Company, L.P.10-13-2016
Joseph A LomeoPersonal Capital Advisors CorporationSymetra Securities, Inc.08-13-2016
Scott Thomas SchleicherPersonal Capital Advisors CorporationOsborne Partners04-08-2016
Ian James WymorePersonal Capital Advisors CorporationMorgan Stanley01-26-2016
Drew Thomas FearPersonal Capital Advisors CorporationThrivent Investment Management Inc.01-21-2016
Brian Michael YannacconePersonal Capital Advisors CorporationEdward Jones01-19-2016
David Michael GoodmanPersonal Capital Advisors CorporationThe Leaders Group, Inc.11-23-2015
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Showing 1 to 25 of 42 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.