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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam BrentlingerFifth Third Securities, Inc.MML Investors Services, LLC02-03-2014
Amanda S. Van SchaikNationwide Securities, LLCMML Investors Services, LLC05-22-2017
Annie B. SmithQuest Capital Strategies, Inc.MML Investors Services, LLC$1004-08-2013
Anthony Louis Marlette Jr.PNC InvestmentsMML Investors Services, LLC10-23-2014
Arthur Neil SchlosserIndependent Advisor Alliance, LLCMML Investors Services, LLC$5008-10-2017
Atonn Gregory Edward SmeltzerMoney Concepts Capital CorpMML Investors Services, LLC03-22-2017
Bernard Thomas Garrah Jr.Cleveland Wealth, LLCMML Investors Services, LLC05-04-2019
Bradley D. RobertsFifth Third Securities, Inc.MML Investors Services, LLC04-05-2016
Brian Christopher LippilloPNC InvestmentsMML Investors Services, LLC01-06-2011
Brian David LesserThe O.N. Equity Sales CompanyMML Investors Services, LLC01-02-2018
Brian William YeakleyCambridge Investment Research, Inc.MML Investors Services, LLC$5011-01-2018
Bryan Richard KranekSagePoint Financial, Inc.MML Investors Services, LLC08-03-2015
Carl Joseph GraysonEquity Services, Inc.MML Investors Services, LLC02-23-2017
Chad WhippleNorthwestern Mutual Investment Services, LLCMML Investors Services, LLC10-24-2013
Charles William CoonsHamilton CapitalMML Investors Services, LLC07-05-2018
Christian John RetherEdward JonesMML Investors Services, LLC06-21-2013
Christina Ann StephensonPruco Securities, LLC.MML Investors Services, LLC06-17-2016
Cole Barrett CondonValMark Securities, Inc.MML Investors Services, LLC02-15-2012
Corbin J. BlackburnCleveland Wealth, LLCMML Investors Services, LLC05-02-2019
Craig Stephen RobinetteNYLIFE Securities LLCMML Investors Services, LLC10-28-2014
Daniel Joseph RudskiCetera Advisors LLCMML Investors Services, LLC01-28-2014
Darrin Mitchell BollenbacherLPL Financial LLCMML Investors Services, LLC01-06-2014
David Alan WiedmeyerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC06-27-2017
David Allen TheissFifth Third Securities, Inc.MML Investors Services, LLC10-10-2018
David Evans HuntCambridge Investment Research, Inc.MML Investors Services, LLC11-19-2010
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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.