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
Brian David WeigelKey Investment Services LLCAllstate Financial Services, LLC05-08-2018
Brandon L. DecastroKey Investment Services LLCAllstate Financial Services, LLC09-21-2015
George Lawrence Michalke Jr.Key Investment Services LLCAmfin Investment Services, Inc.$5004-29-2010
Donna Andrea PantonKey Investment Services LLCAXA Advisors, LLC08-09-2011
Abed DarwishKey Investment Services LLCAXA Advisors, LLC12-06-2010
Zahira Yoisuy LehriKey Investment Services LLCAXA Advisors, LLC02-26-2010
Gregory Michael PalichlebKey Investment Services LLCCetera Advisor Networks LLC02-01-2017
Michael Kent Thompson IIKey Investment Services LLCCetera Advisors LLC02-28-2013
Stephanie Nicole EckertKey Investment Services LLCChase Investment Services Corp.07-17-2012
Scott A. ConradKey Investment Services LLCChase Investment Services Corp.05-15-2012
Sandeep D. HamiltonKey Investment Services LLCChase Investment Services Corp.$1004-23-2012
Crystal D. LottierKey Investment Services LLCChase Investment Services Corp.03-15-2012
James Lester Franklin Jr.Key Investment Services LLCChase Investment Services Corp.$1010-19-2011
Brenda ChiltonKey Investment Services LLCChase Investment Services Corp.09-30-2011
Michael Christopher VaraKey Investment Services LLCChase Investment Services Corp.$5008-16-2011
Amber L. EutseyKey Investment Services LLCChase Investment Services Corp.08-01-2011
Ashley L MillerKey Investment Services LLCChase Investment Services Corp.04-18-2011
Jonathan Samuel EnsleyKey Investment Services LLCChase Investment Services Corp.03-07-2011
John R. Hemric Jr.Key Investment Services LLCChase Investment Services Corp.03-03-2011
Todd A. HelberKey Investment Services LLCChase Investment Services Corp.01-14-2011
Kyle Stevenson MartinoKey Investment Services LLCChase Investment Services Corp.01-01-2011
Erica L WymerKey Investment Services LLCChase Investment Services Corp.11-05-2010
Justin M. AtwaterKey Investment Services LLCChase Investment Services Corp.10-26-2010
Angelique GarciaKey Investment Services LLCChase Investment Services Corp.09-14-2010
Matthew A. NutterKey Investment Services LLCChase Investment Services Corp.08-10-2010
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Showing 1 to 25 of 214 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.