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
Michael Keith NapierSecurities America, Inc.Waddell & Reed$5009-19-2019
Christopher M. JacobyAmeriprise Financial Services, Inc.Waddell & Reed02-13-2019
Jeffrey Douglas WilkinsonV Wealth Advisors LLCWaddell & Reed01-16-2019
Timothy Charles FastPackerland Brokerage Services, Inc.Waddell & Reed$5002-16-2018
Christopher Joseph McNeilCommerce Brokerage Services, Inc.Waddell & Reed12-04-2017
Aaron Herwig, Jonathan HinesLPL Financial LLCWaddell & Reed$7511-16-2017
Aaron Steven HerwigV Wealth Advisors LLCWaddell & Reed11-15-2017
David P. RaineyV Wealth Advisors LLCWaddell & Reed11-15-2017
Johnathan R. HinesV Wealth Advisors LLCWaddell & Reed11-15-2017
Victor Samuel HurlbertLPL Financial LLCWaddell & Reed11-15-2017
Lance Eric GorsuchLPL Financial LLCWaddell & Reed11-10-2017
Zachary A BrummelCreative Planning, Inc.Waddell & Reed10-26-2017
Eric John ClaspillAllstate Financial Services, LLCWaddell & Reed06-12-2017
Stephen Donald ToddLPL Financial LLCWaddell & Reed05-08-2017
Jared Wayne ReynoldsLPL Financial LLCWaddell & Reed$10001-03-2017
Carroll Wayne WilkersonLPL Financial LLCWaddell & Reed$5001-03-2017
Ryan Andrew WilkersonLPL Financial LLCWaddell & Reed01-03-2017
Grant T. StilesCreative Planning, Inc.Waddell & Reed06-23-2016
Janelle Sue CooperAmeriprise Financial Services, Inc.Waddell & Reed$1001-08-2016
Ryan Joseph GigousSecurities America, Inc.Waddell & Reed12-16-2015
Donna Lynn TildenPrincipal Securities, Inc.Waddell & Reed08-31-2015
Christopher John HuhmanEdward JonesWaddell & Reed02-23-2015
Mike Schaefer, Michael Berges, Dustin McWhirter, Darien Fritts, Steven LundeenAmeriprise Financial Services, Inc.Waddell & Reed$15302-20-2015
Michael James SchafferAmeriprise Financial Services, Inc.Waddell & Reed$5002-20-2015
Steven Alan LundeenAmeriprise Financial Services, Inc.Waddell & Reed$1002-20-2015
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Showing 1 to 25 of 39 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.


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