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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Anthony Thomas ReynoldsLPL Financial LLCBerthel, Fisher & Company Financial Services, Inc.07-03-2014
Bryan M RiggBroker Dealer Financial Services Corp.Berthel, Fisher & Company Financial Services, Inc.10-10-2012
Donald Truman WolcottAusdal Financial Partners, Inc.Berthel, Fisher & Company Financial Services, Inc.$2506-21-2013
Gerald Lee RepaszAusdal Financial Partners, Inc.Berthel, Fisher & Company Financial Services, Inc.$5006-24-2013
Jason Paul WiltseSagePoint Financial, Inc.Berthel, Fisher & Company Financial Services, Inc.$1012-02-2011
John Paul LongAmeriprise Financial Services, LLCBerthel, Fisher & Company Financial Services, Inc.05-11-2015
Karl Theodor JacobsenSigma Financial CorporationBerthel, Fisher & Company Financial Services, Inc.11-18-2019
Kevin Joseph WeluPrivate Advisor Group, LLCBerthel, Fisher & Company Financial Services, Inc.$2503-01-2013
Malcom OngNations Financial Group, Inc.Berthel, Fisher & Company Financial Services, Inc.08-13-2010
Matthew Scott OnstotSagePoint Financial, Inc.Berthel, Fisher & Company Financial Services, Inc.$1012-01-2011
Max Louis CondeNations Financial Group, Inc.Berthel, Fisher & Company Financial Services, Inc.$20008-13-2010
Robert Lincoln AuldSagePoint Financial, Inc.Berthel, Fisher & Company Financial Services, Inc.$2510-03-2011
Ronald Francis SnellAmeriprise Financial Services, LLCBerthel, Fisher & Company Financial Services, Inc.$5005-11-2015
Steven William LinkAmeriprise Financial Services, LLCBerthel, Fisher & Company Financial Services, Inc.10-01-2010
Thomas Scott NevittVoya Financial Advisors, Inc.Berthel, Fisher & Company Financial Services, Inc.11-02-2012
Van M Michael SchafferNations Financial Group, Inc.Berthel, Fisher & Company Financial Services, Inc.$5008-13-2010
William Anthony GohsAusdal Financial Partners, Inc.Berthel, Fisher & Company Financial Services, Inc.$1006-24-2013

Showing 1 to 17 of 17 entries

Page 1

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.