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
John PavelkaAmeriprise Financial Services, Inc.Wells Fargo Advisors$12509-14-2018
John Richard PavelkaAmeriprise Financial Services, Inc.Wells Fargo Clearing Services, LLC$10009-14-2018
Robert Matthew MyersAusdal Financial Partners, Inc.World Trend Financial Planning Services, Ltd.09-12-2018
David Michael BeneventoEdward JonesSara-Bay Financial Corp.09-07-2018
Daniel Wayne SiegfriedFBL Marketing Services, LLCFarmers Financial Solutions, LLC$5009-06-2018
Joe Neil HazelbakerFBL Wealth Management, LLCFBL Investment Management Services, Inc.09-06-2018
Brady J. StruchenAmeritas Investment Corp.Woodbury Financial Services, Inc.09-06-2018
Jeremy Mark PetersCommonwealth Financial NetworkCetera Investment Services LLC09-05-2018
Christine Mitchell McCaffertyBrokers International Financial Services, LLC.Forethought Investments08-30-2018
Paul James GlasheenFBL Marketing Services, LLCSaybrus Equity Services, LLC08-28-2018
Elizabeth Anne GlaserIowa Wealth Management, LLCLPL Financial LLC08-27-2018
Janet Friedman HoltMorgan StanleyPFS Investments Inc.08-24-2018
Eric Allen MoteArnold and Mote Wealth ManagementMote Wealth Management, LLC08-23-2018
Mark Steven HavemannFBL Wealth Management, LLCFBL Investment Management Services, Inc.08-20-2018
Jason Michael BellFBL Wealth Management, LLCFBL Investment Management Services, Inc.08-19-2018
Kendon Harry PerryFBL Wealth Management, LLCFBL Investment Management Services, Inc.08-19-2018
Jeffrey Charles BusbeeHarbour Investments, Inc.Securian Financial Services, Inc.$2508-17-2018
Michael GrethRBC Wealth ManagementWells Fargo Advisors$17008-16-2018
Michael Lindsay GrethRBC Capital Markets, LLCWells Fargo Clearing Services, LLC$2508-16-2018
Richard Christopher LawrenceBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC08-16-2018
Jonas Cash EverettLPL Financial LLCCambridge Investment Research, Inc.$23708-10-2018
Jackson Theodore SelkLPL Financial LLCCambridge Investment Research, Inc.08-10-2018
Michael Allan DawsonLPL Financial LLCCambridge Investment Research, Inc.08-10-2018
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Showing 201 to 223 of 223 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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