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
Leeann Leske1 BLUEBILL FinancialAmeriprise Financial Services, Inc.06-20-2017
Jeffrey Paul Molever1st Global Capital Corp.LPL Financial LLC06-28-2010
Michael Anthony Rogers360 FinancialCommonwealth Financial Network08-30-2013
Thomas Arden Whitnah360 FinancialCommonwealth Financial Network08-30-2013
Eugene Richard Adams Jr.Adams-Hansen & AssociatesGradient Securities, LLC01-29-2014
Matthew Wayne MartinsonAdvanced Advisor Group, LLCVoya Financial Advisors, Inc.02-26-2018
Tyler Thomas FrostAdvanced Advisor Group, LLCVoya Financial Advisors, Inc.$2511-01-2017
Matthew SHANE EnglandAdvanced Advisor Group, LLCPFS Investments Inc.12-07-2016
Joseph Francis BatkiewiczAdvanced Advisor Group, LLCVoya Financial Advisors, Inc.$109-08-2016
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
Thomas Wayne OttmanAdvanced Advisor Group, LLCBenjamin F. Edwards & Company, Inc.10-01-2012
Barry David BigelowAdvisorNet Wealth ManagementState Farm VP Management Corp.06-01-2017
David Lynn HartmannAdvisorNet Wealth ManagementCornerstone Investment Advisors, LLC08-15-2016
Gregory Jay MolleAdvisorNet Wealth ManagementMorgan Stanley09-12-2014
Andrew Richard HawkinsAIS PlanningNorthwestern Mutual Investment Services, LLC07-01-2012
Paul Maria DadlezALERUS SECURITIES CORPORATIONU.S. Bancorp Investments, Inc.10-24-2013
Brady Aaron MickolichekAll Star Financial IncAmeriprise Financial Services, Inc.04-28-2017
Matthew Alan BerhowAll Star Financial IncAffiance Financial LLC04-28-2017
Amy Marie PavlisAll Terrain Financial AdvisorsVector Wealth Management02-23-2017
William David PritchardAllstate Financial Services, LLCAXA Advisors, LLC12-20-2018
Benjamin Larry ArndtAllstate Financial Services, LLCState Farm VP Management Corp.04-25-2018
Kyle Douglas KalkbrennerAllstate Financial Services, LLCState Farm VP Management Corp.05-03-2017
Brian Todd WespAllstate Financial Services, LLCInvesco Distributors, Inc.10-25-2016
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Showing 1 to 25 of 2,614 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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