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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Derek Charles WilkersonBrokers International Financial Services, LLC.Tucker Asset Management LLC08-12-2019
James Steven DekruifLPL Financial LLCFranklin/Templeton Distributors, Inc.08-01-2019
Terry Arthur VriezeRoyal Alliance Associates, Inc.Cornerstone Financial Education Products and Services07-31-2019
Katelyn Dare AndresMutual of Omaha Investor Services, Inc.Horace Mann Investors, Inc.07-31-2019
James Arthur RussellLPL Financial LLCCFD Investments, Inc.$2507-29-2019
Christopher Ronald LandherrLPL Financial LLCAmeritas Investment Company, LLC07-29-2019
Tiffany Sue LenschNorthwestern Mutual Investment Services, LLCFBL Marketing Services, LLC07-26-2019
Mark Duane GarrodCUNA Brokerage Services, Inc.CUSO Financial Services, L.P.$5007-25-2019
Jed A. JohnsonFBL Marketing Services, LLCWoodmen Financial Services, Inc.07-23-2019
Louise Dorothy HoltzBFC Planning, Inc.LPL Financial LLC07-23-2019
Francis Kakra SamCUNA Brokerage Services, Inc.Morgan Stanley07-19-2019
Patrick Thomas LonerganCentral Wealth Management LLCNYLIFE Securities LLC07-18-2019
Nicole C. BoulaisRaymond James Financial Services, Inc.Thrivent Investment Management Inc.07-15-2019
Larry Landon CoyleBFC Planning, Inc.Sandlapper Securities, LLC07-15-2019
Kylee Jo ZaneBeacon Capital, LLCWells Fargo Clearing Services, LLC07-11-2019
Chawn Frances HonkompElite Retirement Planning, LLCUnited Planners' Financial Services of America A Limited Partner07-11-2019
Ruth Alice JohnsonCUNA Brokerage Services, Inc.Key Investment Services LLC07-09-2019
John Robert Ressler Sr.SagePoint Financial, Inc.LPL Financial LLC$5007-08-2019
Adam MangunoBrokers International Financial Services, LLC.Legacy Financial Group07-02-2019
Rodney John DeckerFBL Marketing Services, LLCVALIC Financial Advisors, Inc.$5007-02-2019
Joseph Constantine BernardiNations Financial Group, Inc.B. Riley Wealth Management$10007-01-2019
Robert Emmett Lee Jr.Nations Financial Group, Inc.B. Riley Wealth Management07-01-2019
Michael John VioletteCUNA Brokerage Services, Inc.U.S. Bancorp Investments, Inc.06-28-2019
Martin Leslie RappFBL Marketing Services, LLCLPL Financial LLC$1006-25-2019
Michael Patrick StansburyMorgan StanleyEdward Jones$10006-19-2019
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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.