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
Adam Joseph ShaverChase Investment Services Corp.Country Capital Management Company03-21-2011
Andrew James CzyszW&S Brokerage Services, Inc.Country Capital Management Company07-30-2019
Andrew Michael LuttinenPrincipal Securities, Inc.Country Capital Management Company05-19-2016
Angela Renea HaydenCountry Capital Management CompanyCountry Capital Management Company06-12-2013
Ashely Paul TurnerHorace Mann Investors, Inc.Country Capital Management Company09-03-2019
Audrone RothmeyerAllstate Financial Services, LLCCountry Capital Management Company03-29-2017
Barton Reid WarrenMWA Financial Services Inc.Country Capital Management Company01-23-2009
Brandon R HeckertKestra Investment Services, LLCCountry Capital Management Company02-15-2017
Brian Robert FahrnerLPL Financial LLCCountry Capital Management Company11-17-2015
Brian Thomas ConnorAllstate Financial Services, LLCCountry Capital Management Company12-24-2014
Bruce John SchultePFS Investments Inc.Country Capital Management Company04-15-2016
Chad Michael WeigleEdward JonesCountry Capital Management Company02-17-2009
Cornell George ShawW&S Brokerage Services, Inc.Country Capital Management Company05-30-2019
David C. SwansonThrivent Investment Management Inc.Country Capital Management Company07-09-2016
David Charles Mace Jr.Allstate Financial Services, LLCCountry Capital Management Company05-07-2012
David Eric StutzAllstate Financial Services, LLCCountry Capital Management Company02-28-2017
David Mitchell KujawaLPL Financial LLCCountry Capital Management Company10-10-2011
Eric Matthew GrantMidwestern Securities Trading Company, LLCCountry Capital Management Company01-03-2018
Farrukh NasimAllstate Financial Services, LLCCountry Capital Management Company06-28-2016
Jade Minta CampbellCUNA Brokerage Services, Inc.Country Capital Management Company06-12-2019
James Conrad SauserFarmers Financial Solutions, LLCCountry Capital Management Company08-21-2017
James Patrick KeenanMutual of Omaha Investor Services, Inc.Country Capital Management Company$10003-11-2019
Jared Douglas DeanState Farm VP Management Corp.Country Capital Management Company11-02-2010
Jim CoronadoPrincipal Securities, Inc.Country Capital Management Company10-15-2012
John A. Denny Jr.LPL Financial LLCCountry Capital Management Company04-15-2015
Next Page »

Showing 1 to 25 of 51 entries

Page 1 | 2 | 3

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.