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
Kevin Patrick NewmanAusdal Financial Partners, Inc.Principal Securities, Inc.02-11-2019
John Patrick MoranAusdal Financial Partners, Inc.World Trend Financial Planning Services, Ltd.10-03-2018
Christopher John CapraAusdal Financial Partners, Inc.Arete Wealth Management, LLC07-21-2017
Randall Wayne AugsburgerAusdal Financial Partners, Inc.Farmers Financial Solutions, LLC11-04-2016
Paul Keith CraigAusdal Financial Partners, Inc.FormulaFolios Distributors, Inc.06-19-2015
Dianna MosesAusdal Financial Partners, Inc.AXA Advisors, LLC01-07-2015
Kevin Monroe LeetAusdal Financial Partners, Inc.LPL Financial LLC04-01-2014
Russell Dean BoazAusdal Financial Partners, Inc.Cfo4life, L.P.11-06-2013
Michael Alan RenningerAusdal Financial Partners, Inc.Select Portfolio, Inc.10-31-2013
Gregory Dean GregoryAusdal Financial Partners, Inc.Clear Perspective Advisors, LLC09-30-2013
Thomas M MincyAusdal Financial Partners, Inc.Select Portfolio, Inc.08-14-2013
Sevan Masis MeneshianAusdal Financial Partners, Inc.ICMA-RC Services, LLC07-23-2013
John Alexander JanisAusdal Financial Partners, Inc.LaSalle St Securities, L.L.C.11-28-2011
Christopher William NestonAusdal Financial Partners, Inc.Next Financial Group, Inc.09-01-2011
Michael Chris HansonAusdal Financial Partners, Inc.Workman Securities Corporation06-24-2011
Richard Allen SporeAusdal Financial Partners, Inc.Workman Securities Corporation06-24-2011
John Leo ChiappettaAusdal Financial Partners, Inc.Workman Securities Corporation05-02-2011
Alvin Dean HulseAusdal Financial Partners, Inc.Steven L. Falk & Associates Inc.04-18-2011
Richard Shane JohnsonAusdal Financial Partners, Inc.Manager Connect, Inc05-03-2010
ANTHONY A GACSAusdal Financial Partners, Inc.FR&R Financial Services, L.L.C.$10007-22-2014
Morgan Jo WebbAusdal Financial Partners, Inc.Avantax Investment Services, Inc.$10011-01-2013
Samuel Altas JulianAusdal Financial Partners, Inc.Securities Service Network, LLC$10009-30-2013
Brad Vincent StuartAusdal Financial Partners, Inc.Cambridge Investment Research, Inc.$10008-31-2012
Merriam Jeanne RinkAusdal Financial Partners, Inc.Woodbury Financial Services, Inc.$10006-15-2012
Robert Anthony JankowskiAusdal Financial Partners, Inc.Independent Financial Group, LLC$10008-12-2011
Next Page »

Showing 1 to 25 of 42 entries

Page 1 | 2

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.