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
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
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Showing 351 to 375 of 4,907 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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