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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Paul Charles MahlerRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1,00005-31-2019
Terrence Jude HeilCetera Advisor Networks LLCWells Fargo Clearing Services, LLC$5003-07-2019
James Edward JohnsonAmeriprise Financial Services, Inc.Wells Fargo Clearing Services, LLC02-22-2019
Mark Robert MertenInVest Capital PartnersWells Fargo Clearing Services, LLC02-15-2019
David Lee ComerRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC$1,00002-08-2019
Randy Jay YoderRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC$911-06-2018
Kathleen Marie MillerRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1010-23-2018
Larry Warren SillsB. Riley Wealth ManagementWells Fargo Clearing Services, LLC$5010-23-2018
William R HornungRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1,00010-19-2018
Elisa Riva BudoffAmeriprise Financial Services, Inc.Wells Fargo Clearing Services, LLC$5007-27-2018
Timothy J KoesterU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC$1,00006-08-2018
Daniel McgreevyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC05-31-2018
Gary Luther BrahlerMorgan StanleyWells Fargo Clearing Services, LLC$1,00005-02-2018
Gerald Allen HahnRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC$10004-27-2018
Jeramy Douglas MayJanney Montgomery Scott LLCWells Fargo Clearing Services, LLC$103-01-2018
Kimberly Ann ThompsonAmeriprise Financial Services, Inc.Wells Fargo Clearing Services, LLC$1502-09-2018
Martin Matthew MeyersMeyers Wealth Management, LLCWells Fargo Clearing Services, LLC01-17-2018
Peter Schott HiltzKingsview Asset Management, LLCWells Fargo Clearing Services, LLC11-29-2017
Steven Paul HanousekRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$111-15-2017
Robert David MeyersMeyers Wealth Management, LLCWells Fargo Clearing Services, LLC10-23-2017
Matthew David MeyersMeyers Wealth Management, LLCWells Fargo Clearing Services, LLC10-18-2017
John L MarchandSequoia Financial Advisors, L.L.C.Wells Fargo Clearing Services, LLC09-06-2017
Candace Lynn DelucaStratos Wealth Partners, LtdWells Fargo Clearing Services, LLC06-09-2017
Nicholas George BroskyMorgan StanleyWells Fargo Clearing Services, LLC04-18-2017
Daniel Christopher BeldenBelden Financial, LLCWells Fargo Clearing Services, LLC04-11-2017
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Showing 1 to 25 of 181 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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