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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam Gregory YofanBuckingham Strategic Wealth, LLCALPERN WEALTH MANAGEMENT, LLC03-12-2019
Christopher ErlewineBuckingham Strategic Wealth, LLCARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLC08-06-2018
Jerry Allen SloneBuckingham Strategic Wealth, LLCARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLC08-06-2018
Josh David LozowBuckingham Strategic Wealth, LLCCAM Investor Solutions07-19-2019
William Jay BenderBuckingham Strategic Wealth, LLCClarity Financial Planners12-05-2016
Joseph A. MetcalfBuckingham Strategic Wealth, LLCEdward Jones04-14-2017
Kurt Christian WunderlichBuckingham Strategic Wealth, LLCEdward Jones12-05-2014
Mark John PitcherBuckingham Strategic Wealth, LLCEdward Jones09-18-2014
Brian Raymond GregorekBuckingham Strategic Wealth, LLCEdward Jones07-31-2012
Edward Wygant Gray IIIBuckingham Strategic Wealth, LLCFinancial Solutions Advisory Group08-01-2018
Emilie Hanna SchafferBuckingham Strategic Wealth, LLCHM Capital Management, LLC09-03-2015
Micky Chamberlain ReevesBuckingham Strategic Wealth, LLCJWA Financial Group, Inc.07-15-2013
Bethany Elizabeth KetronBuckingham Strategic Wealth, LLCJWA FINANCIAL GROUP, INC.07-01-2013
Kristin Bence PooleBuckingham Strategic Wealth, LLCLegatrust Financial Advisors, Inc.06-01-2011
Jeremy Jacob BleyenbergBuckingham Strategic Wealth, LLCLPL Financial LLC$102-27-2015
David Robert LuckesBuckingham Strategic Wealth, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-05-2015
Rebecca Anne CraigBuckingham Strategic Wealth, LLCMML Investors Services, LLC05-17-2019
Amanda Leigh MerrillBuckingham Strategic Wealth, LLCMoneta Group Investment Advisors, LLC06-13-2019
Mark Eric WinlandBuckingham Strategic Wealth, LLCMoneta Group Investment Advisors, LLC12-13-2010
Jarrett Daniel SimpsonBuckingham Strategic Wealth, LLCMoney Concepts Capital Corp06-17-2015
Manisha Ann ThakorBuckingham Strategic Wealth, LLCMONEYZEN WEALTH MANAGEMENT, LLC03-06-2015
Tammy Lynn CourtneyBuckingham Strategic Wealth, LLCMorgan Keegan & Company, Inc.08-23-2010
Sara Beth CookeBuckingham Strategic Wealth, LLCMorgan Stanley02-14-2018
Brian A. RoemkeBuckingham Strategic Wealth, LLCPruco Securities, LLC.04-27-2018
Robert Dale MitchellBuckingham Strategic Wealth, LLCRobert W. Baird & Co. Incorporated10-21-2014
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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.