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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Results filtered by


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Laurie Susan CohenAmeriprise Financial Services, LLCAmerican Portfolios Financial Services, Inc.01-07-2020
Cinthya Pamela BrodzikowskiAmeriprise Financial Services, LLCCharles Schwab & Co., Inc.01-07-2020
William Lawrence Curry Sr.Blackridge Asset Management, LLCBFC Planning, Inc.01-07-2020
Hossam Mohamad NasserAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.01-06-2020
Paul Lawrence SterzingerLPL Financial LLCEdward Jones$2501-06-2020
David Matthew BilkaRaymond James Financial Services, Inc.Royal Alliance Associates, Inc.$2501-06-2020
Shawn A. WoodenInvestacorp, Inc.Principal Securities, Inc.01-06-2020
John EversG. A. Repple & CompanyMerrill Lynch, Pierce, Fenner & Smith Incorporated$2501-06-2020
Todd Stephen BenschneiderCalton & Associates, Inc.Paulson Investment Company LLC01-06-2020
Scott Pritchard HuntJ.W. Cole Financial, Inc.Cetera Advisor Networks LLC$5001-06-2020
Michael FeuryLincoln InvestmentAmeriprise Financial Services, LLC01-06-2020
Edward Craig PitlakePruco Securities, LLC.David Lerner Associates, Inc.01-06-2020
Anjela NowbaharPFS Investments Inc.PFS Investments Inc.01-06-2020
Matthew Samuel PoserJanney Montgomery Scott LLCFred Alger & Company, LLC01-06-2020
Lori Anne MondelloRaymond James & Associates, Inc.Hancock Whitney Investment Services Inc.01-06-2020
Jonathan D. WolffRaymond James & Associates, Inc.Global Wealth Management Investment Advisory, Inc.01-06-2020
Michael B. Gluski Jr.Woodbury Financial Services, Inc.Ameriprise Financial Services, LLC01-03-2020
Norman Arnold RobbinsAmeriprise Financial Services, LLCCetera Advisor Networks LLC$15001-03-2020
Michael Hal RobbinsAmeriprise Financial Services, LLCCetera Advisor Networks LLC$10001-03-2020
Todd Mitchell WinterAmeriprise Financial Services, LLCStifel, Nicolaus & Company, Incorporated01-03-2020
Dennis Eugene Taylor Jr.Money Concepts Capital CorpNationwide Securities, LLC01-03-2020
Roberto Luis LizamaSaxony Securities, Inc.Investment Placement Group$15001-03-2020
Jeffrey Guy LabelleKovack Advisors, Inc.LPL Financial LLC01-03-2020
Michael Alexander NoriegaPFS Investments Inc.PFS Investments Inc.01-03-2020
Heath D. HowellRaymond James & Associates, Inc.T. Rowe Price Investment Services, Inc.01-03-2020
« Previous PageNext Page »

Showing 326 to 350 of 14,520 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.