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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aimee Kay PeltierRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Andrew Brian HenryAmeriprise Financial Services, LLCINVEST Financial Corporation08-24-2015
Bradley Thomas DavisRoyal Alliance Associates, Inc.INVEST Financial Corporation11-16-2016
Brian Keith JohnsonRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Bryan Ray BarrerRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Cesar Noel DominguezOneAmerica Securities, Inc.INVEST Financial Corporation08-02-2016
Christopher John LawCambridge Investment Research, Inc.INVEST Financial Corporation11-01-2017
Christopher William GuetzlaffCambridge Investment Research, Inc.INVEST Financial Corporation$1,00011-01-2017
David Jon RiphagenCambridge Investment Research, Inc.INVEST Financial Corporation11-01-2017
Edna Eileen BuysCambridge Investment Research, Inc.INVEST Financial Corporation11-01-2017
Erik James SchultzRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Gavin Robert BurnsRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
George Lorance JorgensenCambridge Investment Research, Inc.INVEST Financial Corporation$4011-01-2017
Heidi Marie MagnusonRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
James Leonard PetersonRaymond James Financial Services, Inc.INVEST Financial Corporation$5008-06-2009
Jay Robert BraatenSecurities America, Inc.INVEST Financial Corporation10-30-2017
Jerrod Michael HammerbackRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Jill Marie KrebsbachRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Joseph Charles FeringCambridge Investment Research, Inc.INVEST Financial Corporation11-01-2017
Lauren Gail GanzRaymond James Financial Services, Inc.INVEST Financial Corporation$2508-06-2009
Layton George WhiteRaymond James Financial Services, Inc.INVEST Financial Corporation$5008-06-2009
Leroy Frank WinkelRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Loren EdbergRoyal Alliance Associates, Inc.INVEST Financial Corporation11-16-2016
Lynn Marie HedrickBMO Harris Financial Advisors, Inc.INVEST Financial Corporation$2506-20-2013
Marcy Ann RinasRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
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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.