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
John Burke BalcerzakA4 Wealth Advisors LLCTrident Investment Management Inc06-04-2010
Jennifer Lynn OravskyAbsher Wealth Management, LLCWells Fargo Clearing Services, LLC12-02-2019
Michael Forester Absher JrAbsher Wealth Management, LLCWells Fargo Clearing Services, LLC12-02-2019
Kevin Lawrence MishoeAbsher Wealth Management, LLCWells Fargo Clearing Services, LLC$15011-20-2019
David Joesph KlepeiszAccruent Wealth AdvisorsAmeriprise Financial Services, LLC07-07-2015
Roger Wesley JohnsonACT AdvisorsLPL Financial LLC$2511-19-2014
James Calvin Byers IIAdaptFirst Investments LLCInnovation Partners LLC11-04-2019
Leslie S GarnerAdaptFirst Investments LLCInnovation Partners LLC10-25-2019
Ryan C GehsmannAdaptFirst Investments LLCHornor, Townsend & Kent, LLC09-13-2019
Gregory William SchlaudeckerAdaptFirst Investments LLCIntercarolina Financial Services, Inc.$10003-15-2018
Alexander MihajlovAdvisory Services NetworkRaymond James Financial Services, Inc.10-02-2017
Trevor Edward ChambersAdvisory Services NetworkRaymond James Financial Services, Inc.10-02-2017
Charles Anthony TreeceAE Wealth Management, LLCPreservation Financial Partners, Inc01-22-2018
Robert Dale CooperAE Wealth Management, LLCGlobal Financial Private Capital, Inc.06-09-2017
David Ray ShucavageAE Wealth Management, LLCGlobal Financial Private Capital, Inc.01-18-2017
Yancey Williams MackeyAllen, Mooney & Barnes Brokerage Services, LLCInvestment Professionals, Inc.11-03-2011
David Jerome MorganAllen, Mooney & Barnes Brokerage Services, LLCOppenheimer & Co. Inc.07-06-2009
Michael Adam WillardAlloy Wealth Holdings LLCEdward Jones07-16-2020
Todd Christopher MendlerAllstate Financial Advisors, LLCQuest 10 Wealth Builders, Inc.$2509-30-2019
Leca Bradley HarrisAllstate Financial Advisors, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-01-2015
Dimetrius Alonzo HatcherAllstate Financial Services, LLCState Farm VP Management Corp.08-20-2020
Jerry Robert CrouseAllstate Financial Services, LLCPruco Securities, LLC.07-03-2019
Alan Judson Carpenter JrAllstate Financial Services, LLCLPL Financial LLC06-27-2019
Rea Samuel PtacinAllstate Financial Services, LLCPrincipal Securities, Inc.03-25-2019
Thomas Bryan AlexanderAllstate Financial Services, LLCBankers Life Securities, Inc.06-27-2018
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Showing 1 to 25 of 3,207 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.