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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Wyatt Kimberly EarpBrokers International Financial Services, LLC.Wyatt Earp Wealth Management$25010-31-2019
John J. TaussBrokers International Financial Services, LLC.Commonwealth Financial Network$25010-31-2019
David Dale Carpenter Jr.Brokers International Financial Services, LLC.Royal Alliance Associates, Inc.$50010-15-2019
Scott Edwin MoungerBrokers International Financial Services, LLC.Gradient Advisors, LLC09-19-2019
Adam Matthew MangunoBrokers International Financial Services, LLC.Edward Jones07-02-2019
Taimur QadirBrokers International Financial Services, LLC.Park Avenue Securities LLC$10005-16-2019
Jonathan M. TueBrokers International Financial Services, LLC.Cetera Investment Services LLC04-08-2019
Patrick Thomas LesterBrokers International Financial Services, LLC.Ameritas Investment Corp.$10003-11-2019
Martin Bernard WillenborgBrokers International Financial Services, LLC.Ameritas Investment Corp.$50003-11-2019
Todd Joseph ManternachBrokers International Financial Services, LLC.Ameritas Investment Corp.$50003-11-2019
Anthony Joseph GaiffeBrokers International Financial Services, LLC.Ameritas Investment Corp.03-11-2019
Jason C. WillenborgBrokers International Financial Services, LLC.Ameritas Investment Corp.03-11-2019
Roger Adrian BattersonBrokers International Financial Services, LLC.Cambridge Investment Research, Inc.02-20-2019
Eric Charles BellBrokers International Financial Services, LLC.Park Avenue Securities LLC11-19-2018
Bret William BellBrokers International Financial Services, LLC.Packerland Brokerage Services, Inc.$10010-15-2018
Matt James KacerBrokers International Financial Services, LLC.Broker Dealer Financial Services Corp.10-15-2018
KURT MICHAEL TRAULSENBrokers International Financial Services, LLC.Grace Capital Management, LLC09-20-2018
Christine Mitchell McCaffertyBrokers International Financial Services, LLC.Forethought Investments08-30-2018
Ryan Kent KlynBrokers International Financial Services, LLC.Voya Financial Advisors, Inc.05-01-2018
Peter William BrockBrokers International Financial Services, LLC.Principal Securities, Inc.04-20-2018
Kevin John MccannBrokers International Financial Services, LLC.Charles Schwab & Co., Inc.02-12-2018
Lucas George BielfeltBrokers International Financial Services, LLC.United Planners' Financial Services of America A Limited Partner$50002-06-2018
Michael Alan RodgersBrokers International Financial Services, LLC.Kestra Investment Services, LLC01-17-2018
Daniel James RundahlBrokers International Financial Services, LLC.Thrivent Investment Management Inc.01-16-2018
Mychal Colin SelleBrokers International Financial Services, LLC.Woodbury Financial Services, Inc.01-12-2018
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Showing 1 to 25 of 62 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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