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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
William Joseph Cunningham Jr.1st Global Capital Corp.Hancock Whitney Investment Services Inc.10-03-2017
Brian William Distler1st Global Capital Corp.Chase Investment Services Corp.01-01-2011
Angelo M Nuzzo Jr.1st Global Capital Corp.Wells Fargo Clearing Services, LLC$2711-30-2009
Jason Thomas Ice1st Global Capital Corp.Ameriprise Financial Services, Inc.$107-01-2009
James William Kilgore401 Advisor, LLCInVest Capital Partners08-07-2018
Justin Troy AtkinsonAAN Wealth Advisors LLCAnthem Securities, Inc.03-05-2019
Jeremy Bigelow ThompsonAdaptive Financial Consulting, LLCStratos Wealth Partners, Ltd07-26-2017
David R ForshewAdvance Capital Management IncCornerstone Capital Advisors07-29-2016
Rodney Tracey FlanneryAdvantage Investment Management, LLCNational Planning Corporation07-24-2012
Philip Steven ScottAdvantage Investment Management, LLCNational Planning Corporation07-12-2012
Kathie Lee ForemanAdvisory Services NetworkSigma Financial Corporation06-13-2016
Gary Lee Howard Jr.Advisory Services NetworkMoney Concepts Capital Corp01-02-2015
Scott A LoweAffinity Wealth LLCIntegrated Wealth Management, Inc.10-25-2016
Michael Anthony TringheseAllstate Financial Services, LLCThe Huntington Investment Company11-09-2018
Lesley R NoeAllstate Financial Services, LLCPruco Securities, LLC.10-24-2018
Todd Joseph RichhartAllstate Financial Services, LLCVALIC Financial Advisors, Inc.11-30-2017
Michael Matthew MarvichAllstate Financial Services, LLCFirst Command Financial Planning, Inc.11-01-2017
George Andrew BuellAllstate Financial Services, LLCThe Huntington Investment Company08-11-2017
Jason William SchnaudtAllstate Financial Services, LLCThe Leaders Group, Inc.07-10-2017
Barry Ira MorrisAllstate Financial Services, LLCPruco Securities, LLC.$105-24-2017
Kenneth Merle WillettAllstate Financial Services, LLCThrivent Investment Management Inc.05-17-2017
Christopher James ReddingtonAllstate Financial Services, LLCLPL Financial LLC04-20-2017
Brian David WeigelAllstate Financial Services, LLCCitizens Securities, Inc.03-16-2017
Keith Richard TisonAllstate Financial Services, LLCP.J. Robb Variable Corporation03-10-2017
Tina Louise BaileyAllstate Financial Services, LLCState Farm VP Management Corp.02-22-2017
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Showing 1 to 25 of 4,913 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.

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