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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Herwig, Jonathan HinesLPL Financial LLCWaddell & Reed$7511-16-2017
Aaron Steven HerwigV Wealth Advisors LLCWaddell & Reed11-15-2017
Barbara Jean McMahonCetera Advisors LLCWaddell & Reed$5010-20-2010
Carroll Wayne WilkersonLPL Financial LLCWaddell & Reed$5001-03-2017
Christine Renee LangAmeriprise Financial Services, Inc.Waddell & Reed02-20-2015
Christopher John HuhmanEdward JonesWaddell & Reed02-23-2015
Christopher Joseph McNeilCommerce Brokerage Services, Inc.Waddell & Reed12-04-2017
Christopher M. JacobyAmeriprise Financial Services, Inc.Waddell & Reed02-13-2019
Coleen Kaye KoopFBL Marketing Services, LLCWaddell & Reed05-10-2013
David P. RaineyV Wealth Advisors LLCWaddell & Reed11-15-2017
Donna Lynn TildenPrincipal Securities, Inc.Waddell & Reed08-31-2015
Dustin Mabry McWhirterAmeriprise Financial Services, Inc.Waddell & Reed02-20-2015
Eric John ClaspillAllstate Financial Services, LLCWaddell & Reed06-12-2017
Grant T. StilesCreative Planning, Inc.Waddell & Reed06-23-2016
Heather May LyleAmeriprise Financial Services, Inc.Waddell & Reed02-20-2015
Jacob Alan MossUnited Capital Management of Kansas, Inc.Waddell & Reed02-11-2015
James Lowell BrackettLPL Financial LLCWaddell & Reed08-19-2010
Janelle Sue CooperAmeriprise Financial Services, Inc.Waddell & Reed$1001-08-2016
Janice Patrice HeinzVALIC Financial Advisors, Inc.Waddell & Reed01-21-2010
Jared Dennis DeboerVoya Financial Advisors, Inc.Waddell & Reed06-05-2014
Jared Wayne ReynoldsLPL Financial LLCWaddell & Reed$10001-03-2017
Jeffrey Douglas WilkinsonV Wealth Advisors LLCWaddell & Reed01-16-2019
John Bradley HemmerCetera Advisors LLCWaddell & Reed10-20-2010
Johnathan R. HinesV Wealth Advisors LLCWaddell & Reed11-15-2017
Lance Eric GorsuchLPL Financial LLCWaddell & Reed11-10-2017
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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 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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