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.

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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ann Young FenwickKestra Investment Services, LLCKestra Investment Services, LLC$10001-07-2019
Benjamin Samuel OffitKestra Investment Services, LLCKestra Investment Services, LLC11-16-2018
Brent Mitchell WeissFacet Wealth, IncKestra Investment Services, LLC12-20-2016
Bruce Clay FletcherP.J. Robb Variable CorporationKestra Investment Services, LLC06-28-2012
Bryan Christopher BeamerAmeriprise Financial Services, LLCKestra Investment Services, LLC$50002-03-2017
Christopher Todd WilhoitLPL Financial LLCKestra Investment Services, LLC$2509-05-2019
Courtney Ann SindelarHighTower Securities, LLCKestra Investment Services, LLC08-24-2016
Howard Steven GartenhausAmeriprise Financial Services, LLCKestra Investment Services, LLC$5002-03-2017
James Ross FoxenCornerstone AdvisoryKestra Investment Services, LLC$2501-29-2019
Jason John BogaczykLPL Financial LLCKestra Investment Services, LLC09-05-2019
Jeremy Christopher MeyerLPL Financial LLCKestra Investment Services, LLC09-05-2019
Kevin Douglas ApplerLPL Financial LLCKestra Investment Services, LLC06-09-2017
Michael Louis RogersCUNA Brokerage Services, Inc.Kestra Investment Services, LLC$1001-14-2016
Scott Gaither HahnHarbor Investment Advisory, LLCKestra Investment Services, LLC10-15-2018
William Thomas PainterLPL Financial LLCKestra Investment Services, LLC09-05-2019

Showing 1 to 15 of 15 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.