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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Peter Douglas MonsonVan Clemens & Co. Incorporated1st Discount Brokerage, Inc.$5002-25-2014
Kenneth Hans Teksten OlsonLPL Financial LLC1st Global Capital Corp.$2508-18-2015
Jacqueline Anne AmpeLPL Financial LLC1st Global Capital Corp.06-19-2014
Brian Chance HooperLPL Financial LLC1st Global Capital Corp.03-08-2012
James J RudnickLPL Financial LLC1st Global Capital Corp.03-08-2012
Jennifer Lynn LownsburyLPL Financial LLC1st Global Capital Corp.03-08-2012
Brittany C RaysinSecurian Financial Services, Inc.ADP Broker-Dealer, Inc.06-14-2019
William Henry MetzFeltl & CompanyAdvanced Equities, Inc.$5011-26-2012
Jordan Robert PatrosAmeriprise Financial Services, LLCAdvantage Investment Management, LLC07-07-2015
Michael Alan BakerNorthwestern Mutual Investment Services, LLCAdvised Assets Group, LLC04-08-2016
Jeannie JacksonRoyal Alliance Associates, Inc.Advisorenet Wealth Management06-23-2020
Benjamin David RosholtCWM, LLCAdvisorNet Wealth Management$50010-05-2020
Jason Michael JohnsonPine Grove Financial GroupAdvisorNet Wealth Management10-01-2020
Derek Jonathan NutterPine Grove Financial GroupAdvisorNet Wealth Management10-01-2020
Terra Rose JohnsonPine Grove Financial GroupAdvisorNet Wealth Management10-01-2020
Ryan Jeffrey KeyPine Grove Financial GroupAdvisorNet Wealth Management06-05-2020
Jean Marie JacksonRoyal Alliance Associates, Inc.AdvisorNet Wealth Management$2506-03-2020
Amanda Jane JohnsonSecured Retirement Advisors, LLCAdvisorNet Wealth Management03-10-2020
Richard Fredrick DunnRoyal Alliance Associates, Inc.AdvisorNet Wealth Management$50002-13-2020
Scott Arlyn JensenRenovate Financial PlanningAdvisorNet Wealth Management01-22-2020
Charles Robert CooperLPL Financial LLCAdvisorNet Wealth Management11-26-2019
Andrew James TuffordLPL Financial LLCAdvisorNet Wealth Management11-26-2019
Christina Nicole Jacobs HughesLPL Financial LLCAdvisorNet Wealth Management$5011-26-2019
Trisha Sue QualyRoyal Alliance Associates, Inc.AdvisorNet Wealth Management10-07-2019
Melissa Rae BestulU.S. Bancorp Investments, Inc.AdvisorNet Wealth Management07-10-2017
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Showing 1 to 25 of 2,196 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.