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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Charles Frederick Meyer Sr.Plancorp, LLC1926 INVESTMENT ADVISORS02-24-2015
Scott Allen Van De VenCetera Financial Specialists LLC1st Global Capital Corp.03-26-2018
Donna Marie ChristopherPark Avenue Securities LLC1st Global Capital Corp.02-24-2015
Garry Dale WeissCetera Financial Specialists LLC1st Global Capital Corp.$10012-17-2013
Richard Ira HemingwayMidAmerica Financial Services, Inc.1st Global Capital Corp.11-01-2013
James Frederick SaylerK. W. Chambers & Co.1st Global Capital Corp.$10007-16-2013
Lindsey C. ReddingEdward Jones1st Global Capital Corp.08-24-2009
David Paul MastersEdward JonesAccelerated Capital Group09-17-2018
Craig Allen WagenschutzEdward JonesAccelerated Wealth Advisors LLC01-19-2018
Peter Joseph LazaroffPlancorp, LLCAcropolis Investment Management, L.L.C.04-07-2015
John Orville Lawrence IIEdward JonesADP Broker-Dealer, Inc.$10003-17-2017
Jason Dante OrsiniEdward JonesADP Broker-Dealer, Inc.$10007-05-2011
Marcus James MarconiWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Advanced Asset Trading, Inc01-23-2012
Ryan Edward MarquardEdward JonesAdvisors Asset Management, Inc.08-01-2016
Jason James DehneEdward JonesAegis Investments, Inc.05-22-2017
Charles Dennis KemperFrontier Wealth Management, LLCAHM ASSET MANAGEMENT, LLC11-28-2014
Joseph Alan PesnellFrontier Wealth Management, LLCAHM ASSET MANAGEMENT, LLC11-28-2014
Christine Lynn SecorskyFrontier Wealth Management, LLCAHM ASSET MANAGEMENT, LLC11-28-2014
Clifton Delon BradleyEdward JonesAIG Capital Services, Inc.12-05-2017
Gregory LewandowskiEdward JonesAIG Capital Services, Inc.10-16-2017
Lucas Matthew LaddEdward JonesAIG Capital Services, Inc.05-01-2017
Devin T BartonEdward JonesAIG Capital Services, Inc.01-20-2017
Sean Alan SunderlageEdward JonesAIG Capital Services, Inc.12-01-2014
Christina Sue HakeSaxony Securities, Inc.Alexander Labrunerie & Co., Inc.$10006-05-2015
Garrett Wayne MoretzFirst Heartland Capital, Inc.Allegiant Securities L.L.C.$25012-11-2009
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Showing 1 to 25 of 4,313 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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