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
Bruce Jay FinsilverSignator Investors, Inc.Brooklight Place Securities, Inc.02-16-2018
Kimberly Louise JamiesonSignator Investors, Inc.Strategic Investment Advisors, Inc.11-27-2017
Mark Allen BarberSignator Investors, Inc.Royal Securities Company07-11-2017
Paul Allen KuiperSignator Investors, Inc.ROYAL SECURITIES COMPANY07-10-2017
Aaron Michael OudbierSignator Investors, Inc.ROYAL SECURITIES COMPANY07-07-2017
Christopher Allen OistenSignator Investors, Inc.Royal Securities Company07-07-2017
David Gordon MoelkerSignator Investors, Inc.ROYAL SECURITIES COMPANY07-07-2017
Jacob I TuinstraSignator Investors, Inc.ROYAL SECURITIES COMPANY07-07-2017
Jill Marye VanderzelSignator Investors, Inc.ROYAL SECURITIES COMPANY07-07-2017
Kenneth J VandermolenSignator Investors, Inc.Royal Securities Company07-07-2017
Kurt Robert FaasseSignator Investors, Inc.ROYAL SECURITIES COMPANY07-07-2017
Marvin Louis AndringaSignator Investors, Inc.ROYAL SECURITIES COMPANY07-07-2017
Michael Jon NagelvoortSignator Investors, Inc.ROYAL SECURITIES COMPANY07-07-2017
Phillip A VeenstraSignator Investors, Inc.ROYAL SECURITIES COMPANY07-07-2017
Stephen Claude CarterSignator Investors, Inc.ROYAL SECURITIES COMPANY07-07-2017
Terry Allen HuyserSignator Investors, Inc.ROYAL SECURITIES COMPANY07-07-2017
Lu Ann PalettaSignator Investors, Inc.MML Investors Services, LLC06-09-2017
Robin K ShellenbergerSignator Investors, Inc.AXA Advisors, LLC10-28-2016
Christopher James SchreiberSignator Investors, Inc.Archer Investment Corporation07-26-2016
Scott Alan WetzelSignator Investors, Inc.Thrivent Investment Management Inc.04-29-2016
Steven James GroganSignator Investors, Inc.MML Investors Services, LLC05-29-2015
Antony W. GillettSignator Investors, Inc.First Allied Securities, Inc.04-06-2015
James Harold HernSignator Investors, Inc.MetLife Securities Inc.03-20-2015
Todd David CarleySignator Investors, Inc.MetLife Securities Inc.03-20-2015
Steve Ohannes NazoyanSignator Investors, Inc.AXA Advisors, LLC01-23-2015
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Showing 1 to 25 of 41 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.


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