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
Bradley James WendelWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Bradley John BorgLPL Financial LLCAskar Corp.$1001-03-2012
Bradley Joseph LangeU.S. Bancorp Investments, Inc.Cetera Advisor Networks LLC$5011-07-2018
Bradley Keith ChristiansenRaymond James Financial Services, Inc.UBS Financial Services Inc.$15009-15-2011
Bradley Patrick TimmonsWoodbury Financial Services, Inc.Parkland Securities, LLC10-01-2009
Bradley Paul JohnsonCommonwealth Financial NetworkWoodbury Financial Services, Inc.09-06-2012
Bradley Peter LonguevilleWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.$2509-22-2015
Bradley Thomas DavisRoyal Alliance Associates, Inc.INVEST Financial Corporation11-16-2016
Bradley Walter KochMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Brady Aaron MickolichekAll Star Financial IncAmeriprise Financial Services, Inc.04-28-2017
Brady Lynn HusbynAdvanced Advisor Group, LLCCommonwealth Financial Network01-19-2016
Brady William SchmidtCetera Advisor Networks LLCAmeriprise Financial Services, Inc.10-08-2009
Brandon A. BesekeMutual of Omaha Investor Services, Inc.Pruco Securities, LLC.05-11-2017
Brandon Anthony NavaraRobert W. Baird & Co. IncorporatedLPL Financial LLC04-12-2013
Brandon Bernard KarasekWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$1001-03-2011
Brandon Lee HansonNYLIFE Securities LLCThrivent Investment Management Inc.04-15-2015
Brandon Matthew LarsonUBS Financial Services Inc.RBC Capital Markets, LLC$10002-23-2011
Brandt Bob WendlandAdvanced Advisor Group, LLCFeltl & Company03-02-2017
Brenna R. ChenowethRoyal Alliance Associates, Inc.Signator Investors, Inc.11-02-2018
Brent Colin PeroutkaWoodbury Financial Services, Inc.Wells Fargo Clearing Services, LLC12-01-2011
Brent Donald AndersonHilltop Securities Independent Network Inc.Maxwell Simon, Inc.06-30-2016
Brent Garen WohlersCUNA Brokerage Services, Inc.Thrivent Investment Management Inc.03-31-2017
Brent Jon BoraasLPL Financial LLCINVEST Financial Corporation02-14-2018
Brenton Charles RueblingVoya Financial Advisors, Inc.Principal Securities, Inc.06-01-2010
Brenton Charles SchmidtLPL Financial LLCInvestment Centers of America, Inc.$10011-29-2017
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Showing 151 to 175 of 2,102 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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