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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bradley Alan Hoge1st Global Capital Corp.Pruco Securities, LLC.08-14-2018
Jason Thomas Ice1st Global Capital Corp.Ameriprise Financial Services, Inc.$5007-01-2009
James William Kilgore401 Advisor, LLCInVest Capital Partners08-07-2018
Andrew Lynn KernsAccountable Financial Planning LLCFee-Only Financial Planning, L.C.09-29-2009
Jeremy Bigelow ThompsonAdaptive Financial Consulting, LLCStratos Wealth Partners, Ltd07-26-2017
Daniel Mark Amiot IIAdvance Capital Management IncCORNERSTONE CAPITAL ADVISORS01-02-2018
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
Robert L DodaroAE Wealth Management, LLCGlobal Financial Private Capital, LLC09-04-2018
Richard Robert EicheldingerAffinity Wealth LLCTrue Wealth Design, LLC05-21-2019
Scott A LoweAffinity Wealth LLCIntegrated Wealth Management, Inc.10-25-2016
Stephen Wells ArnoldAllianceBernstein L.P.Northwestern Mutual Investment Services, LLC01-24-2019
Anthony Joseph Spena Sr.Allstate Financial Services, LLCKey Investment Services LLC12-05-2017
George Andrew BuellAllstate Financial Services, LLCThe Huntington Investment Company08-11-2017
Barry Ira MorrisAllstate Financial Services, LLCPruco Securities, LLC.05-24-2017
Tina Louise BaileyAllstate Financial Services, LLCState Farm VP Management Corp.02-22-2017
Jonathan A. GaudioAllstate Financial Services, LLCThe Huntington Investment Company01-11-2017
Linus Thomas Grogan Jr.Allstate Financial Services, LLCOneAmerica Securities, Inc.08-23-2016
Phillip William HolstromAllstate Financial Services, LLCPNC Investments07-15-2016
Dewey Wade HildebrandAllstate Financial Services, LLCMML Investors Services, LLC$5005-13-2016
Kenneth Tyson FankhauserAllstate Financial Services, LLCNationwide Securities, LLC03-21-2016
Eric J. WalterAllstate Financial Services, LLCState Farm VP Management Corp.10-22-2015
Next Page »

Showing 1 to 25 of 3,525 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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