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
Aaron Thomas HanszSymphonic Securities LLCPrivate Advisor Group, LLC$10004-24-2019
Amanda Leigh MerrillBuckingham Strategic WealthMoneta Group Investment Advisors, LLC06-13-2019
Anthony Michael ManasseriPruco Securities, LLC.Thrivent Investment Management Inc.05-22-2019
Armahn HadjianLPL Financial LLCEdward Jones07-09-2019
Armando IglesiasEdward JonesFidelity Brokerage Services LLC06-10-2019
Baishi WangEdward JonesLadenburg Thalmann & Co. Inc.06-10-2019
Bertram Brasher UngerEdward JonesPruco Securities, LLC.$10004-22-2019
Brea Nicole TabernikEdward JonesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)07-12-2019
Brett Alan DortonAmeriprise Financial Services, Inc.Century Securities Associates, Inc.$25005-06-2019
Brian Christopher GallagherNBC Securities, Inc.First State Financial Management, Inc.06-07-2019
Brian William LewallenCommerce Brokerage Services, Inc.LPL Financial LLC05-02-2019
Cameron Hunter SwansonEdward JonesSaybrus Equity Services, LLC06-24-2019
Cameron Lee HarrisEdward JonesInfinex Investments, Inc.07-01-2019
Casey W. StickAmeriprise Financial Services, Inc.Edward Jones$10007-22-2019
Chasten L BoenNBC Securities, Inc.FIRST STATE FINANCIAL MANAGEMENT, INC.06-07-2019
Chris B BentlerEdward JonesMorgan Stanley$25005-30-2019
Christopher Edward MaglichWoodbury Financial Services, Inc.LexAurum Advisors, LLC06-26-2019
Craig K. BillingsleyMoloney Securities Co., Inc.Morgan Stanley$50006-11-2019
Cynthia Lanell MinnisNBC Securities, Inc.First State Financial Management, Inc.$50006-07-2019
David Michael RoperEdward JonesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)06-17-2019
David Paul AllenRobert W. Baird & Co. IncorporatedOppenheimer & Co. Inc.$10005-17-2019
Dennis P MeheganLPL Financial LLCSeverin Investments LLC04-23-2019
Deon Nicole PohlmannMorgan StanleyEdward Jones$50007-17-2019
Douglas Andrew CelliniEdward JonesHorace Mann Investors, Inc.04-22-2019
Edward D. CampbellAmeriprise Financial Services, Inc.Morgan Stanley$10006-07-2019
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Showing 1 to 25 of 107 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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