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
Royce Todd RuthWoodbury Financial Services, Inc.Questar Capital Corporation$5003-01-2019
Dennis Dean BrolhorstWoodbury Financial Services, Inc.Questar Capital Corporation$2503-01-2019
Steven Riley TonkinWoodbury Financial Services, Inc.Questar Capital Corporation$1003-01-2019
Myron Anthony OwensWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Lonny Ryan BohlingWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Shawn William JohnsonWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Kirk E. HarringtonWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Shannon Lee MessersmithWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Matthew Michael OwensWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Matthew Walsh SchererWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Andrew GutierrezWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Stephen Hill, Jeremy Hill, Jeffrey KraftSecurities America, Inc., Inc.Questar Capital Corporation$111,000,00002-07-2019
Jeffrey Lloyd KraftSecurities America, Inc.Questar Capital Corporation02-04-2019
Tami Lee MendellCetera Advisors LLCQuestar Capital Corporation12-19-2018
Dennis Gerard PeatrowskyVirtue Wealth Counsel, LLCQuestar Capital Corporation09-27-2018
Ryan Scott RuthSecurities America, Inc.Questar Capital Corporation03-01-2018
Nathan D. FichterLPL Financial LLCQuestar Capital Corporation12-09-2016
Philip Thomas Howerton Jr.Securities America, Inc.Questar Capital Corporation$1006-30-2010

Showing 1 to 18 of 18 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.

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