Advisers on the Move TEST

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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Patrick William SchoofInnovation Partners LLC1ST Consumer Advisory Group LLC07-08-2016
Craig Arnold SorensonInnovation Partners LLC1ST Consumer Advisory Group LLC04-27-2016
Roland Francis ChicasInnovation Partners LLCAllstate Financial Services, LLC$5005-16-2016
Geoffrey Hawkins ChapinInnovation Partners LLCArgentus Securities, LLC03-03-2014
Guenter Earl BergmannInnovation Partners LLCAusdal Financial Partners, Inc.08-24-2019
Anthony MarableInnovation Partners LLCAvantax Investment Services, Inc.01-02-2020
Andrew Scott BenetInnovation Partners LLCAvantax Investment Services, Inc.08-07-2017
Glenn Robert DavidowInnovation Partners LLCCherry Advisors07-20-2016
Celestine Emejuru NjokuInnovation Partners LLCClient One Securities LLC02-21-2019
Paul Woodson AbeleInnovation Partners LLCDFPG Investments, LLC12-19-2017
Gary Howard SpindlerInnovation Partners LLCFirst Midwest Securities, Inc.$1003-04-2015
Steven Paul AbelsInnovation Partners LLCFortune Financial Services, Inc.06-10-2017
Stace J. JensenInnovation Partners LLCGirard Securities, Inc.$5006-16-2016
Anthony N GugginoInnovation Partners LLCGlen Eagle Wealth, LLC02-18-2014
Earl Paul AvakianInnovation Partners LLCHarbour Investments, Inc.04-05-2016
Richard William AnselmoInnovation Partners LLCHazard & Siegel, Inc.$1010-16-2015
Donald Paul LeeInnovation Partners LLCInnovation Partners LLC08-04-2017
Medhanie G. MekonnenInnovation Partners LLCJ.P. Morgan Securities LLC01-16-2014
Jeffrey Joseph ScrimentiInnovation Partners LLCJ.P. Turner & Company, L.L.C.10-12-2015
Antony Dertai YinInnovation Partners LLCJ.P. Turner & Company, L.L.C.09-18-2015
Don Vincent BothwellInnovation Partners LLCKMS Financial Services, Inc.$1010-05-2017
Thomas John AdolphInnovation Partners LLCKMS Financial Services, Inc.10-05-2017
Tracey Stephenie DeanInnovation Partners LLCLincoln Investment01-09-2017
Anthony J ZilliInnovation Partners LLCLPL Financial LLC11-20-2019
Dean Robert KoenigInnovation Partners LLCLPL Financial LLC08-12-2016
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Showing 1 to 25 of 72 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.