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
James Francis MancusoEdward JonesUMB Financial Services Inc.$2508-01-2019
Garry Dale WeissLPL Financial LLCCetera Investment Advisers LLC$1007-16-2019
Laura SilverbergCutter & Company, Inc.Morgan Stanley$10007-12-2019
Armahn HadjianLPL Financial LLCEdward Jones07-09-2019
William Patrick HothWorld Equity Group, Inc.Taylor Capital Management Inc.06-25-2019
Heath Michael CatoEdward JonesPNC Investments06-24-2019
Joshua C. ThornhillCenter Street Securities, Inc.MML Investors Services, Inc.06-13-2019
Robert Philip ShowersSecurities Service Network, LLCAmeritas Investment Corp.$106-10-2019
Melissa Ladonna SchweigertNBC Securities, Inc.First Financial Management, Inc.$5006-07-2019
Jacquelyn J. MajorosNBC Securities, Inc.First State Financial Management, Inc.06-07-2019
Joseph Lee BauwensNBC Securities, Inc.First State Financial Management, Inc.06-07-2019
Chasten L BoenNBC Securities, Inc.First State Financial Management, Inc.06-07-2019
Paul Donavan RoneNBC Securities, Inc.First Financial Management, Inc.06-06-2019
Lisa Ann SumpterNBC Securities, Inc.First Financial Management, Inc.$5006-06-2019
Tyler Mcknight BurgessVoya Financial Advisors, Inc.The O.N. Equity Sales Company06-05-2019
Michael James KickhamLPL Financial LLCFSC Securities Corporation$5006-04-2019
Robert Michael MossU.S. Bancorp Investments, Inc.Morgan Stanley05-28-2019
Robert Michael MossU.S. Bancorp Investments, Inc.Morgan Stanley05-28-2019
Anthony Michael ManasseriPruco Securities, LLC.Thrivent Investment Management Inc.05-22-2019
Gregory Lynn GrimesSecurities America, Inc.Centaurus Financial, Inc.$15004-29-2019
Emily Myre WillemsEdward JonesBB&T Securities, LLC04-01-2019
Hannah Elizabeth NearEdward JonesRaymond James Financial Services, Inc.03-27-2019
Karl Byron KimeLPL Financial LLCSimmons First Investment Group, Inc.$103-20-2019
Brandon Ray HendricksEdward JonesFifth Third Securities, Inc.03-19-2019
Robyn Leah RobertsEdward JonesCetera Investment Services LLC03-18-2019
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Showing 1 to 25 of 3,475 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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