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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Louis MastersonMasterson Investment Counsel1919 Investment Counsel, LLC04-02-2020
Michael Anderson CoombeRobert W. Baird & Co. Incorporated1919 Investment Counsel, LLC$10012-30-2011
Carolyn Ann PetersonPatriot Asset Advisors, LLC1st Global Capital Corp.07-12-2019
William Joseph Cunningham JrPinnacle Wealth Planning Services, Inc.1st Global Capital Corp.06-07-2019
Jared Thomas WalshReservoir Wealth Management1st Global Capital Corp.$2505-14-2018
Brian William DistlerCetera Advisor Networks LLC1st Global Capital Corp.01-30-2013
Kayla Ann StoweCetera Advisor Networks LLC1st Global Capital Corp.01-30-2013
Brian Douglas LongVoya Financial Advisors, Inc.1st Global Capital Corp.09-15-2009
Michael Glen HairstonAlpha Financial Planning, Inc.A&B Advisors04-24-2018
Catherine C ZainoSouders Financial Advisors, LLCADVANTAGE INVESTMENT MANAGEMENT, LLC08-25-2019
Mackenzie James ChrystalMembers Wealth AdvisorsADVANTAGE INVESTMENT MANAGEMENT, LLC12-18-2018
David Francis TreftPrivate Client Services, LLCAdvantage Investment Management, LLC$2506-01-2018
Paul Ferris SolomonPrivate Client Services, LLCAdvantage Investment Management, LLC$1,00006-01-2018
Dominic Joseph GiovannazzoRaymond James Financial Services, Inc.Advantage Investment Management, LLC09-24-2013
Brian Dennis PanzoThe Huntington Investment CompanyAdvised Assets Group, LLC$5001-03-2020
Ronald Perez PalancaStratos Wealth Partners, LtdAdvisors' Pride Inc.$5012-17-2018
Shawn D HoganGolden Reserve RIA, LLCAE Wealth Management, LLC07-19-2019
Cameron Michael BernadskyFounders Financial Securities LLCAE Wealth Management, LLC08-28-2018
Christopher Robert PeckEdward JonesAllianceBernstein L.P.07-22-2019
Michael Paul HarnettCabot Lodge Securities LLCAllied Beacon Partners, Inc.07-05-2013
Michael David HodgsonNext Financial Group, Inc.Allied Beacon Partners, Inc.03-02-2009
James William BlevinsPruco Securities, LLC.Allstate Financial Services, LLC02-20-2020
Todd Joseph RichhartVoya Financial Advisors, Inc.Allstate Financial Services, LLC01-22-2019
Dominic Andrew RussoThrivent Investment Management Inc.Allstate Financial Services, LLC11-03-2018
Brian David WeigelKey Investment Services LLCAllstate Financial Services, LLC05-08-2018
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Showing 1 to 25 of 4,134 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.