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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam Gabriel WolffLPL Financial LLCINVEST Financial Corporation02-14-2018
Aimee Kay PeltierRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Andrew Brian HenryAmeriprise Financial Services, Inc.INVEST Financial Corporation08-24-2015
Blair Frederick FolkensLPL Financial LLCINVEST Financial Corporation02-14-2018
Bradley Thomas DavisRoyal Alliance Associates, Inc.INVEST Financial Corporation11-16-2016
Brent Jon BoraasLPL Financial LLCINVEST Financial Corporation02-14-2018
Brian Keith JohnsonRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Christopher David PatnodeLPL Financial LLCINVEST Financial Corporation02-14-2018
Christopher William GuetzlaffCambridge Investment Research, Inc.INVEST Financial Corporation$1,00011-01-2017
Craig Walter JergensonLPL Financial LLCINVEST Financial Corporation$1302-14-2018
Dale Stanley NessLPL Financial LLCINVEST Financial Corporation$1002-14-2018
Daniel John ErdmanLPL Financial LLCINVEST Financial Corporation02-14-2018
Daniel L. KalinaLPL Financial LLCINVEST Financial Corporation02-14-2018
Daniel R. MesseltLPL Financial LLCINVEST Financial Corporation$1502-14-2018
Daniel Tobias SchmidLPL Financial LLCINVEST Financial Corporation$5002-14-2018
Darren Keese OdonnellLPL Financial LLCINVEST Financial Corporation02-14-2018
David Jon RiphagenCambridge Investment Research, Inc.INVEST Financial Corporation11-01-2017
Dustin Patrick MorrisLPL Financial LLCINVEST Financial Corporation02-14-2018
Edna Eileen BuysCambridge Investment Research, Inc.INVEST Financial Corporation11-01-2017
Gavin Robert BurnsRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Heidi Marie MagnusonRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
James Leonard PetersonRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Jeffrey Cullen Hegener HacklerLPL Financial LLCINVEST Financial Corporation02-14-2018
Jerrod Michael HammerbackRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Jill Marie KrebsbachRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
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Showing 1 to 25 of 47 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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