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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam Perry SandersUSAA Financial Advisors, Inc.TIAA-CREF Individual & Institutional Services, LLC$5008-08-2011
Alexander C. AnttilaUSAA Financial Advisors, Inc.BBVA Securities Inc.07-25-2019
Anthony David HincyUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.10-18-2016
Charles Bruce WadmanUSAA Financial Advisors, Inc.Wells Fargo Clearing Services, LLC07-21-2014
Charles Joseph KlausmeierUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.05-12-2016
Charles Michael StoverUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-03-2010
David Frederick VickerUSAA Financial Advisors, Inc.Edward Jones07-23-2014
David Michael GurleyUSAA Financial Advisors, Inc.Edward Jones05-16-2017
Elizabeth RidsdelUSAA Financial Advisors, Inc.MetLife Securities Inc.12-02-2013
Gary Dwain RiceUSAA Financial Advisors, Inc.First Command Financial Planning, Inc.11-22-2013
Gary Paul BrownUSAA Financial Advisors, Inc.Edward Jones01-18-2017
Gregory A WissingerUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.07-23-2014
Janet ChattertonUSAA Financial Advisors, Inc.Thrivent Investment Management Inc.04-11-2018
Joel Duane WilsonUSAA Financial Advisors, Inc.Thrivent Investment Management Inc.03-20-2019
Jonathan D ShirleyUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.06-09-2016
Joseph Charles ArantUSAA Financial Advisors, Inc.PFS Investments Inc.05-13-2019
Judith Ann YeomanUSAA Financial Advisors, Inc.Northwestern Mutual Investment Services, LLC11-27-2013
Kristina Ruth MeisnerUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.07-11-2014
Malia Tracy TanakaUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.05-20-2016
Matthew Raymond PixleyUSAA Financial Advisors, Inc.Raymond James Financial Services, Inc.01-07-2014
Melissa Marie RupeUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.11-22-2013
Michael B. WhitemanUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.12-23-2016
Nicole E. YatesUSAA Financial Advisors, Inc.VALIC Financial Advisors, Inc.12-23-2016
Nicole Meredith MotleyUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.12-16-2016
Richard David MartinUSAA Financial Advisors, Inc.Edward Jones07-30-2019
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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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.