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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jonathan Michael ConstantMML Investors Services, LLCWaddell & Reed$105-04-2018
Sibyl Steverson SladeInvestacorp, Inc.Waddell & Reed01-24-2018
Justin Dwight BurgessLPL Financial LLCWaddell & Reed09-15-2017
Stanley Theodore Nation Jr.MML Investors Services, LLCWaddell & Reed09-01-2016
Danny Wayne BellLPL Financial LLCWaddell & Reed07-22-2016
Robert Madison DayIFG Advisory, LLCWaddell & Reed07-22-2016
Cullen Gillespie GravesMorgan StanleyWaddell & Reed05-23-2016
Daniel Benjamin KistlerCoastal Equities, Inc.Waddell & Reed04-28-2016
Daniel Christopher MccalpinCambridge Investment Research, Inc.Waddell & Reed03-10-2016
Jacob Steven PiotraczkJ.P. Morgan Securities LLCWaddell & Reed01-13-2016
Benjamin Kohls-ChaseFinancial Advocates Investment ManagementWaddell & Reed10-26-2015
Jeremy Frank LewisFinancial Advocates Investment ManagementWaddell & Reed10-26-2015
Chase Alexander KulczakVALIC Financial Advisors, Inc.Waddell & Reed09-21-2015
John David Crawford Jr.Morgan StanleyWaddell & Reed08-12-2015
Kevin G ChangJ.P. Morgan Securities LLCWaddell & Reed06-19-2014
Shane Timothy TwomeyKalos Capital, Inc.Waddell & Reed05-22-2013
Andrew Howard BaragMorgan StanleyWaddell & Reed05-31-2012
Brandon Keith JohnsonContinental Investors Services, Inc.Waddell & Reed$103-21-2012
Jason Keith NortonIndependent Financial PartnersWaddell & Reed07-22-2011
Lee StennesMerrill Lynch, Pierce, Fenner & Smith IncorporatedWaddell & Reed06-20-2011
Alonzo Julio PortwineFirst Command Financial Planning, Inc.Waddell & Reed05-12-2011
Brandi Nicole StephensMerrill Lynch, Pierce, Fenner & Smith IncorporatedWaddell & Reed05-05-2011
Thomas Patrick CarneyAmeriprise Financial Services, Inc.Waddell & Reed$104-01-2011
Jessica Byck HensleyAmeriprise Financial Services, Inc.Waddell & Reed03-09-2011
Kisha Byrd MadisonINVEST Financial CorporationWaddell & Reed05-24-2010
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Showing 1 to 25 of 31 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.


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