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

Results filtered by


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Matthew Buikema, Michael Oursler, Travis MorseJanney Montgomery ScottRaymond James$20003-05-2018
Matthew Buikema, Michael Oursler, Travis MorseRaymond JamesRaymond James$20003-02-2018
Michael David OurslerJanney Montgomery Scott LLCRaymond James & Associates, Inc.$5003-02-2018
Thomas Joseph KingLPL Financial LLCWells Fargo Clearing Services, LLC$5003-02-2018
Travis Glenn MorseJanney Montgomery Scott LLCRaymond James & Associates, Inc.$103-02-2018
Zebedee DeitrichLPL Financial LLCWells Fargo Clearing Services, LLC$1,00003-02-2018
Ching Po WangParkland Securities, LLCAXA Advisors, LLC03-01-2018
Jacqueline Thuyle TranCitizens Securities, Inc.Infinex Investments, Inc.$2503-01-2018
Philip Adam QuadererNYLIFE Securities LLCAmeriprise Financial Services, Inc.02-28-2018
Natalie Fay MillerPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated02-27-2018
Samuel Paul ManessRaymond James Financial Services, Inc.ValMark Securities, Inc.02-22-2018
Bradly Allen BlauseyRaymond James Financial Services, Inc.Morgan Stanley$2502-16-2018
Bruce Jay FinsilverSignator Investors, Inc.Brooklight Place Securities, Inc.02-16-2018
Janice Wai-Fun LoRaymond James Financial Services, Inc.Morgan Stanley02-16-2018
Patrick Thomas O'NeillRaymond James Financial Services, Inc.Morgan Stanley$102-16-2018
William Spencer HartsockRaymond James Financial Services, Inc.Morgan Stanley$15002-16-2018
Christy Sue MantheiLPL Financial LLCThe Huntington Investment Company02-13-2018
Darrell Allen MclaughlinAllstate Financial Services, LLCParkland Securities, LLC$102-09-2018
Gary Arthur TherrianInfinex Investments, Inc.Fifth Third Securities, Inc.$102-09-2018
Bassam S SalemObjective Investments, LLCInvestshares02-08-2018
Robert Lee GoldingPruco Securities, LLC.MML Investors Services, LLC02-08-2018
Robert Paul ReiderEquity Services, Inc.The O.N. Equity Sales Company02-06-2018
Arais Said FarahKey Investment Services LLCSecurian Financial Services, Inc.02-05-2018
Jonathan Edward StanoLPL Financial LLCFinTrust Brokerage Services, LLC$25002-05-2018
Kirk Harry LoveL.M. Kohn & CompanyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10002-02-2018
« Previous PageNext Page »

Showing 326 to 350 of 4,045 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.