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

Results filtered by


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Raelene Ann NickersonLegend Advisory, LLCMML Investors Services, LLC01-26-2018
James Joseph MarcusKey Investment Services LLCThe Huntington Investment Company01-25-2018
Mark Bradley HorlickCitizens Securities, Inc.W&S Brokerage Services, Inc.01-25-2018
Charles Jasper Slany Jr.PNC InvestmentsThe Huntington Investment Company01-24-2018
David Lee TroutmanCetera Advisor Networks LLCMML Investors Services, LLC$5001-23-2018
George Charles Thompson Jr.Vaultis Private Wealth LTDG.F. Investment Services, LLC01-23-2018
Jason A BlackburnPNC InvestmentsWesBanco Securities, Inc.01-23-2018
Kyle Anthony KursimARGI Investment Services, LLCFidelity Brokerage Services LLC01-22-2018
Ronald Lee MahorneyCincinnati Wealth Management, Inc.LPL Financial LLC01-22-2018
Ryan Earl CarlsonCapital AnalystsNYLIFE Securities LLC01-22-2018
Daniel Adam O'ConnorFsicAmeriprise Financial Services, Inc.01-19-2018
David Charles KronourUnited Advisors Services, LLCAmeriprise Financial Services, Inc.01-19-2018
Randall Jay KronourFsicAmeriprise Financial Services, Inc.$2501-19-2018
Scott Horowitz, Shelly DeLucasJanney Montgomery ScottRaymond James$10001-18-2018
Scott Jason HorowitzJanney Montgomery Scott LLCRaymond James & Associates, Inc.$2501-18-2018
Martin Matthew MeyersMeyers Wealth Management, LLCWells Fargo Clearing Services, LLC01-17-2018
Denise Ann BlevinsInfinex Investments, Inc.The Huntington Investment Company01-16-2018
Paul Melvin AbendrothPurshe Kaplan Sterling InvestmentsRoyal Alliance Associates, Inc.01-16-2018
Ryan Woodrow BlevinsRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC01-16-2018
Scott Ryan LewisCetera Advisor Networks LLCOneAmerica Securities, Inc.01-11-2018
Joshua Ryan WagnerKey Investment Services LLCCetera Investment Services LLC01-09-2018
Justin L WeismanUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-09-2018
Paul Melvin AbendrothD.B. Root & Company, LLCRehmann Financial Network, LLC01-09-2018
Daniel Patrick Gaertner Jr.UBS Financial Services Inc.American Century Investment Services Inc.01-08-2018
Diane Lynn SpencerAmerican Heritage Securities, Inc.Stifel, Nicolaus & Company, Incorporated$5001-08-2018
« Previous PageNext Page »

Showing 351 to 375 of 4,907 entries

Page 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.