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.

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

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Violeta B. SaludInvestacorp, Inc.Allen & Company of Florida, Inc.$1007-28-2010
Michael James BonnoughInvestacorp, Inc.Allstate Financial Services, LLC$1006-07-2011
Douglas W. McCallInvestacorp, Inc.Ameritas Investment Corp.01-08-2018
Charlene Denise MontsInvestacorp, Inc.Andes Capital Group, LLC03-15-2013
Kevin Patrick FitzgeraldInvestacorp, Inc.Berthel, Fisher & Company Financial Services, Inc.08-24-2009
Stephen Andrew KilpatrickInvestacorp, Inc.BrokersXpress LLC$15006-01-2012
Kevin Justin HolmesInvestacorp, Inc.Brookstone Securities, Inc.07-14-2010
Tylen Lee TurmanInvestacorp, Inc.Cadaret, Grant & Co., Inc.12-27-2018
Justin Miles McDannaldInvestacorp, Inc.Cadaret, Grant & Co., Inc.12-27-2018
David Charles MillerInvestacorp, Inc.Calton & Associates, Inc.06-15-2017
Andy S. RampersaudInvestacorp, Inc.Cambridge Investment Research, Inc.$15006-27-2014
Lynn SmeraldoInvestacorp, Inc.Cetera Advisors LLC$12106-12-2017
Bradford Harold LeblancInvestacorp, Inc.Cetera Advisors LLC02-17-2017
David Roland CloggInvestacorp, Inc.Chapin, Davis06-20-2014
Neil Brian GreenbergInvestacorp, Inc.Chase Investment Services Corp.05-11-2009
James Haick IIIInvestacorp, Inc.Commonwealth Financial Network06-18-2009
Willie Joe HowardInvestacorp, Inc.Edward Jones$2506-10-2011
William Franklin Richardson Jr.Investacorp, Inc.Geneos Wealth Management, Inc.01-05-2012
Adam SmithInvestacorp, Inc.IFS Advisory, LLC09-20-2019
Thomas William AutoreInvestacorp, Inc.INVEST Financial Corporation04-01-2014
Darrell Paul LongInvestacorp, Inc.INVEST Financial Corporation02-26-2014
Timothy Kevin SwetohaInvestacorp, Inc.INVEST Financial Corporation02-21-2014
John Brian KnessInvestacorp, Inc.INVEST Financial Corporation01-24-2014
Robert Lewis HawkinsInvestacorp, Inc.INVEST Financial Corporation01-21-2014
James Edward MillerInvestacorp, Inc.INVEST Financial Corporation01-21-2014
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Showing 1 to 25 of 59 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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