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
Michael Lawrence MannAusdal Financial Partners, Inc.Emerson Equity LLC04-27-2020
Donald Allen Devereaux JrAusdal Financial Partners, Inc.Royal Alliance Associates, Inc.12-04-2019
John Matthew PiershaleAusdal Financial Partners, Inc.Piershale Financial Group, Inc.$15004-18-2019
Nicole M HutchesonAusdal Financial Partners, Inc.Avantax Investment Services, Inc.04-03-2019
Kevin Patrick NewmanAusdal Financial Partners, Inc.Principal Securities, Inc.02-11-2019
Richard Allan OrrAusdal Financial Partners, Inc.BCU Wealth Advisors, LLC$2506-22-2018
Travis A SmyczynskiAusdal Financial Partners, Inc.Equitable Advisors, LLC05-08-2018
Ross D CohenAusdal Financial Partners, Inc.B. C. Ziegler and Company01-05-2017
Dustin Johnson JavierAusdal Financial Partners, Inc.McAdam LLC05-20-2016
Christopher Kenneth ButiAusdal Financial Partners, Inc.Cornerstone Securities LLC09-22-2015
Vincent Francis CorsoAusdal Financial Partners, Inc.Cornerstone Securities LLC$1209-22-2015
Brandon J HarwellAusdal Financial Partners, Inc.Cornerstone Securities LLC09-22-2015
Randall Earl McGillAusdal Financial Partners, Inc.J.P. Turner & Company, L.L.C.06-09-2015
William Guy HurckesAusdal Financial Partners, Inc.Cambridge Investment Research Advisors, Inc.$3506-01-2015
Larry Wayne JohnsonAusdal Financial Partners, Inc.LPL Financial LLC$4102-17-2015
Harish PatelAusdal Financial Partners, Inc.MetLife Securities Inc.02-17-2015
Bassam Yousef KhalifehAusdal Financial Partners, Inc.Regal Securities, Inc.06-30-2014
William Anthony GohsAusdal Financial Partners, Inc.Berthel, Fisher & Company Financial Services, Inc.$1306-24-2013
Lynn G DavenportAusdal Financial Partners, Inc.Edward Jones03-06-2013
Michael R LichtfussAusdal Financial Partners, Inc.ProEquities, Inc.07-24-2012
Wilfredo Raul MirandaAusdal Financial Partners, Inc.Moloney Securities Co., Inc.07-23-2012
Dennis Alan LipoffAusdal Financial Partners, Inc.Allied Beacon Partners, Inc.03-21-2012
Andrew John McCauslandAusdal Financial Partners, Inc.Harvest Investment Services, LLC02-15-2012
John Alexander JanisAusdal Financial Partners, Inc.LaSalle St Securities, L.L.C.11-28-2011
David Francis FranksAusdal Financial Partners, Inc.Equitable Advisors, LLC11-14-2011
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Showing 1 to 25 of 53 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.