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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Elisha D. PorterfieldStifel, Nicolaus & Company, IncorporatedCity Securities Corporation02-28-2017
Andrea L. BlassarasStifel, Nicolaus & Company, IncorporatedCity Securities Corporation02-28-2017
Lauren Ann WoodStifel, Nicolaus & Company, IncorporatedCity Securities Corporation02-28-2017
Jeffrey Alan BannonStifel, Nicolaus & Company, IncorporatedCity Securities Corporation02-28-2017
Randall Kent MinasStifel, Nicolaus & Company, IncorporatedCity Securities Corporation02-28-2017
Robert Dwight RavensbergStifel, Nicolaus & Company, IncorporatedCity Securities Corporation02-28-2017
Stephen Edward BishopDavid A. Noyes & CompanyCity Securities Corporation07-22-2016
David N BrechbuhlCetera Investment Services LLCCity Securities Corporation$5004-02-2015
Michael Jay MarienRobert W. Baird & Co. IncorporatedCity Securities Corporation09-26-2014
Kenneth Richard KlabundePrecedent Asset ManagementCity Securities Corporation11-15-2013
Marc David KleinAmeriprise Financial Services, Inc.City Securities Corporation$5002-17-2012
Keely S. ButrumRaymond James & Associates, Inc.City Securities Corporation09-22-2011
James Vernon HartRaymond James & Associates, Inc.City Securities Corporation$5006-16-2011
Brooke Alan SnyderInvestPlan Financial Management, LLCColumn Capital Advisors, LLC11-30-2018
Kelli Kerr EllisonPanoramic Financial PlanningColumn Capital Advisors, LLC03-11-2016
Gregory Taylor ShieldsMidwest Wealth Management Inc.Commonwealth Financial Network11-30-2018
Alex James DavisMidwest Wealth Management Inc.Commonwealth Financial Network11-01-2018
Amelia Ann WestHowell Financial Advisors, Inc.Commonwealth Financial Network06-22-2017
Donald Mark SmithWells Fargo Clearing Services, LLCCommonwealth Financial Network$2503-31-2016
Justin Henry Thomas CastelliRLS Wealth ManagementCommonwealth Financial Network07-02-2015
Allen Fredrick LoechnerWells Fargo Clearing Services, LLCCommonwealth Financial Network$10006-23-2009
John William McKissickUnited Capital Financial AdvisersCompass Wealth Advisors, LLC07-05-2017
Brad William MichelsWealthcare Capital Management LLCConcentric Plan Advisors, LLC06-08-2012
Gregory James BrewerCornerstone Advisory, LLCCornerstone Financial Services, Inc.03-15-2018
Thomas Andrew KnippaCX Institutional, LLCCPF TEXAS10-16-2018
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Showing 351 to 375 of 1,606 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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