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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Leeann Leske1 BLUEBILL FinancialAmeriprise Financial Services, Inc.06-20-2017
Dale Alan Friesen1st Global Capital Corp.Next Financial Group, Inc.$1808-12-2019
Dale Alan Friesen1st Global Capital Corp.Next Financial Group, Inc.$1808-12-2019
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
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
Barry David BigelowAdvisorNet Wealth ManagementState Farm VP Management Corp.06-01-2017
Brian Jeffrey JassAdvisorNet Wealth ManagementWells Fargo Clearing Services, LLC02-23-2016
Will Keith JohnsonAdvisorNet Wealth ManagementRedhawk Wealth Advisors, Inc.08-03-2015
Joshua Martin LegbandAdvisorNet Wealth ManagementRedhawk Wealth Advisors, Inc.06-25-2015
Gregory Jay MolleAdvisorNet Wealth ManagementMorgan Stanley09-12-2014
Adam Keltgen MansAKM AdvisoryMARQUETTE ASSET MANAGEMENT03-20-2014
Samuel David SextonAll Star Financial IncCliftonLarsonAllen Wealth Advisors, LLC06-28-2019
Matthew Alan BerhowAll Star Financial IncAffiance Financial LLC04-28-2017
Brady Aaron MickolichekAll Star Financial IncAmeriprise Financial Services, Inc.04-28-2017
Kari Jean CedergrenAllodium Investment Consultants, LLCCetera Investment Services LLC01-22-2018
William D. PritchardAllstate Financial Services, LLCAXA Advisors, LLC12-20-2018
Next Page »

Showing 1 to 25 of 2,113 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.

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