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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Timothy Eugene VoegeleAcuity Financial AdvisorsThurston Springer Financial06-22-2010
Vernon Grant StewartADVANTAGE INVESTMENT MANAGEMENT, LLCSecurities America Advisors, Inc.01-25-2018
Eric C. GarrardAdvisory Services NetworkUvest Financial Services Group, Inc.06-01-2011
Nathan James BargerAE Wealth Management, LLCCoreCap Investments, Inc.01-15-2020
Richard Lee RunestadAE Wealth Management, LLCCoreCap Advisors01-14-2020
Edward Anthony BailsAE Wealth Management, LLCSecurities America, Inc.$5009-24-2019
James Stephen BoysAE Wealth Management, LLCCFD Investments, Inc.08-01-2018
Amy Lynn BergstromAE Wealth Management, LLCSunRift Capital Partners LLC01-06-2017
Samuel R. WalkerAffinity Financial - The Walker Group LLCNorthwestern Mutual Investment Services, LLC03-01-2017
John Colby AndersonAFP Group, LLCOneAmerica Securities, Inc.07-23-2012
James Russell LongstrethAgile CapitalSanctuary Securities, Inc.03-30-2018
Kevin Jay GrantAllegiance Wealth Management GroupAllegiance Wealth Management Group02-01-2016
Kevin Jay GrantAllegiance Wealth Management GroupThurston Springer Financial02-23-2015
Kevin Jay GrantAllegiance Wealth Management GroupCambridge Investment Research, Inc.$1001-14-2014
Erick KeirnAllstate Financial Services, LLCThrivent Investment Management Inc.11-21-2019
Kent Edmund SipeAllstate Financial Services, LLCPruco Securities, LLC.01-08-2019
Christopher GillAllstate Financial Services, LLCOneAmerica Securities, Inc.09-25-2018
Michael Louis RichardtAllstate Financial Services, LLCPark Avenue Securities LLC$1,00005-16-2018
Timothy Michael AnneeAllstate Financial Services, LLCParkland Securities, LLC03-27-2018
Donna Lynn PetriAllstate Financial Services, LLCMML Investors Services, LLC08-24-2017
Kimra Gayle ManionAllstate Financial Services, LLCJ.P. Morgan Securities LLC07-18-2017
Douglas Allen BrackinAllstate Financial Services, LLCRegulus Advisors, LLC04-18-2017
Wayne Allen PiperAllstate Financial Services, LLCMML Investors Services, LLC11-28-2016
Clark Allen AndersonAllstate Financial Services, LLCForesters Equity Services, Inc.11-17-2016
Joseph H. StoutAllstate Financial Services, LLCW&S Brokerage Services, Inc.09-21-2016
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Showing 1 to 25 of 3,005 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.