Advisers on the Move TEST

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
Jeffrey Paul Molever1st Global Capital Corp.LPL Financial LLC06-28-2010
Ellen Osthus FeeAccess Financial Services, Inc.BGM Wealth Partners04-22-2019
Eugene Richard Adams Jr.Adams-Hansen & AssociatesGradient Securities, LLC01-29-2014
Aleasha Shanna Jean LondgrenAdvanced Advisor Group, LLCThrivent Investment Management Inc.11-04-2019
Anthony Wayne MillerAdvanced Advisor Group, LLCJ.P. Morgan Securities LLC08-08-2019
Charles David MylreaAdvanced Advisor Group, LLCNorthland Securities, Inc.05-18-2018
Matthew Wayne MartinsonAdvanced Advisor Group, LLCVoya Financial Advisors, Inc.02-26-2018
Tyler Thomas FrostAdvanced Advisor Group, LLCVoya Financial Advisors, Inc.$2511-01-2017
Brandt Bob WendlandAdvanced Advisor Group, LLCFeltl & Company03-02-2017
Matthew Shane EnglandAdvanced Advisor Group, LLCPFS Investments Inc.12-07-2016
Joseph Francis BatkiewiczAdvanced Advisor Group, LLCVoya Financial Advisors, Inc.$1009-08-2016
George William LeistikowAdvanced Advisor Group, LLCWaddell & Reed09-07-2016
Brady Lynn HusbynAdvanced Advisor Group, LLCCommonwealth Financial Network01-19-2016
Anthony Wayne MillerAdvanced Advisor Group, LLCTD Ameritrade Clearing, Inc.01-06-2016
Toby Alan ThackerAdvanced Advisor Group, LLCAdvanced Advisor Group, LLC03-25-2013
Thomas Wayne OttmanAdvanced Advisor Group, LLCBenjamin F. Edwards & Company, Inc.$10010-01-2012
Kristina Rae CummingsAdvisorNet Wealth ManagementPRESTIGE WEALTH MANAGEMENT03-10-2020
Trever Thomas ChristianAdvisorNet Wealth ManagementUnited Capital Financial Advisers01-24-2020
Timothy Carlin McCabeAdvisorNet Wealth ManagementMcCabe & Associates, Inc$15005-20-2019
Gary John BreiAdvisorNet Wealth ManagementMcCabe & Associates, Inc$5005-16-2019
Douglas Dale CozadAdvisorNet Wealth ManagementCambridge Investment Research, Inc.$5003-20-2019
Ryan Jeffrey KeyAdvisorNet Wealth ManagementLPL Financial LLC09-12-2018
John Randal JuddAdvisorNet Wealth ManagementFinancial Security Management, Inc06-06-2018
Jeffrey Allan ClarkAdvisorNet Wealth ManagementStrategic Advisers LLC02-23-2018
Barry Walter WoldAdvisorNet Wealth ManagementRaymond James & Associates, Inc.01-11-2018
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Showing 1 to 25 of 3,576 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.