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
Scott Alan HippCreative Planning, Inc.Coordinated Capital Securities, Inc.09-17-2018
Wayne Lewis Barber Jr.Creative Planning, Inc.Water Oak Advisors, LLC01-05-2018
Ben Djelassi DjelassiCreative Planning, Inc.Morgan Stanley12-15-2017
Troy Lee KuhnCreative Planning, Inc.Gradient Securities, LLC11-06-2017
Jessica Lynn RossanaCreative Planning, Inc.Zhang Financial11-06-2017
Darren Frederick KalbCreative Planning, Inc.Polaris Greystone Financial Group, LLC11-06-2017
Zachary A BrummelCreative Planning, Inc.Waddell & Reed10-26-2017
Daniel Sandom PontarelliCreative Planning, Inc.Stepp & Rothwell Inc09-18-2017
Adam Gregory HoopesCreative Planning, Inc.Stepp & Rothwell Inc09-14-2017
Ryan P. KaszyckiCreative Planning, Inc.LPL Financial LLC09-14-2017
Justin Thomas HawksleyCreative Planning, Inc.Ameriprise Financial Services, Inc.09-14-2017
Jacqueline Simone O'HernCreative Planning, Inc.Lockton Financial Advisors, LLC09-14-2017
William Howard FalkCreative Planning, Inc.GWFS Equities, Inc.09-08-2017
Alan Lee McFannCreative Planning, Inc.UMB Distribution Services, LLC08-14-2017
Tyler J. StackCreative Planning, Inc.American Century Investment Services Inc.08-11-2017
Tyler Scott MaddoxCreative Planning, Inc.American Century Investment Services Inc.06-26-2017
Gerhart K. Kloiber Jr.Creative Planning, Inc.Vantage Investment Advisors, LLC05-23-2017
Christopher M. BeesleyCreative Planning, Inc.LPL Financial LLC05-02-2017
Brian Steven PetersCreative Planning, Inc.Congress Wealth Management LLC04-27-2017
Daniel Khun ToyCreative Planning, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-25-2017
Jason James KaneCreative Planning, Inc.Commonwealth Financial Network04-17-2017
Eric Dane JonesCreative Planning, Inc.Stepp & Rothwell Inc04-06-2017
Joseph Michael CorteseCreative Planning, Inc.NorthCoast Asset Management LLC04-03-2017
Blake Madison SteeleCreative Planning, Inc.Edward Jones03-13-2017
Stephen Robert Walsh IICreative Planning, Inc.PNC Investments02-02-2017
Next Page »

Showing 1 to 25 of 88 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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