Advisers on the Move TEST

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
Zachary Reed EmslieCapital-E-AdvisorsSterneck Capital Management LLC09-17-2018
Zachary Aaron BrummelWaddell & ReedVSR Financial Services, Inc.$15006-15-2011
Zachary A BrummelCreative PlanningWaddell & Reed10-26-2017
Yuyen ChangCreative PlanningHalbert Hargrove06-18-2018
Winston Davis ClevengerSignator Investors, Inc.Park Avenue Securities LLC06-08-2012
William Trell KeenKeen Wealth AdvisorsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)05-28-2014
William Todd EasleyCetera Advisors LLCMorgan Stanley$50007-10-2009
William Stewart ChristieCetera Advisors LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10002-10-2014
William Richard FetzerGradient Securities, LLCMadison Avenue Securities, LLC$10008-21-2009
William Patrick HusseyClient One Securities LLCSutton Wealth Advisors, Inc.$15007-05-2018
William MyersLPL Financial LLC LLCWaddell & Reed$5707-17-2014
William Michael MayCambridge Investment Research, Inc.New England Securities$25007-14-2014
William Melvin ThomasClient One Securities LLCSagePoint Financial, Inc.$50002-18-2016
William Martin Johansen Jr.BOK Financial Securities, Inc.Morgan Stanley$10005-16-2017
William Keith PadekLPL Financial LLCPersonal Financial Group$10008-16-2017
William Justin ColeCreative PlanningBKD Wealth Advisors, LLC07-14-2014
William Joseph MartinThe O.N. Equity Sales CompanyAmeritas Investment Corp.01-17-2013
William Howard WebsterM Holdings Securities, Inc.Nfp Advisor Services01-06-2014
William Howard FalkCreative PlanningGWFS Equities, Inc.09-08-2017
William Grey CarsonMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC07-05-2012
William Gordon ClairVALIC Financial Advisors, Inc.Park Avenue Securities LLC02-02-2012
William Frederick Fisher IIIThe ETF Store, Inc.Commerce Brokerage Services, Inc.08-22-2013
William Edward MendelSummit Brokerage Services, Inc.UBS Financial Services Inc.11-04-2011
William Dennis Eckert IISecurian Financial Services, Inc.Hornor, Townsend & Kent, LLC09-03-2013
William David McdonaldVALIC Financial Advisors, Inc.Edward Jones11-11-2013
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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.