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
Allison Danelle RyanClient One Securities LLCBroker Dealer Financial Services Corp.12-17-2010
Bradley Alan BinkleyClient One Securities LLCLPL Financial LLC01-02-2013
Bradley S. ShammasClient One Securities LLCSignator Investors, Inc.11-17-2016
Daniel Gerard StockemerClient One Securities LLCSunset Financial Services, Inc.$5009-04-2012
Don Mitchell DumasClient One Securities LLCVoya Financial Advisors, Inc.05-15-2013
Donald Neal SullivanClient One Securities LLCEdward Jones01-09-2015
Eric Lee DavisClient One Securities LLCBroker Dealer Financial Services Corp.09-30-2011
Forrest Wayne CookClient One Securities LLCBrookstone Securities, Inc.$5006-28-2012
Francisco Chuck MartinezClient One Securities LLCFounders Financial Securities LLC01-25-2011
Gary Lee RudenClient One Securities LLCLaSalle St. Securities, LLC$2501-05-2016
Gilbert Michael SabatkaClient One Securities LLCNewbridge Securities Corporation04-25-2018
Harry Floyd Colvin Jr.Client One Securities LLCBroker Dealer Financial Services Corp.07-21-2014
Jeremy Steven AskrenClient One Securities LLCCarey, Thomas, Hoover, & Breault, Inc.$5006-27-2012
Jeremy W. WithersClient One Securities LLCSignator Investors, Inc.10-31-2018
John Davis TaylorClient One Securities LLCAmeritas Investment Corp.01-05-2017
John Robert ManryClient One Securities LLCBrokers International Financial Services, LLC.10-07-2014
Joseph Reid GillelandClient One Securities LLCRoyal Alliance Associates, Inc.01-02-2019
Kathy K. JurgensenClient One Securities LLCSagePoint Financial, Inc.04-08-2019
Leroy Louis Wilbers Jr.Client One Securities LLCBroker Dealer Financial Services Corp.09-30-2011
Levi Kenneth HuncovskyClient One Securities LLCUnited Capital Management of Kansas, Inc.06-20-2017
Linda Lee PattersonClient One Securities LLCBroker Dealer Financial Services Corp.$1001-05-2011
Mark Ronald RobertsClient One Securities LLCBroker Dealer Financial Services Corp.08-03-2011
Melinda J. WalkerClient One Securities LLCCentaurus Financial, Inc.10-11-2012
Michael Alan WienandtClient One Securities LLCKestra Investment Services, LLC$10008-16-2018
Michael Edward AndriesClient One Securities LLCSecurities America, Inc.$6311-13-2017
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Showing 1 to 25 of 46 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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