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
Jamie Teresa PerseJ.P. Morgan Securities LLCCitizens Securities, Inc.06-15-2019
Cheryl L Amato LidawerMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-14-2019
Joseph Albert HendersonJohnson Investment Counsel, Inc.Vintage Financial Services LLC06-14-2019
Michael James McMahonLPL Financial LLCCUNA Brokerage Services, Inc.$15006-14-2019
Brenda Lee GreegorCetera Investment Services LLCInfinex Investments, Inc.$15006-14-2019
Andrew D LambValMark Securities, Inc.Wells Fargo Clearing Services, LLC06-14-2019
Donald Leonard RossRoss Wealth Advisors, LLCTounjian Advisory Group, LLC06-12-2019
Alec Christian SchreiberMerrill Lynch, Pierce, Fenner & Smith IncorporatedSecurities America, Inc.06-12-2019
David Charles ClaibourneRaymond James Financial Services, Inc.B. Riley Wealth Management06-11-2019
Daniel Scott LibstorffSunset Wealth ManagementCapital Portfolio Advisors, Inc.06-10-2019
Madeline NapierMinerva Wealth Planning, LLCJ. W. Cole Advisors, Inc.06-10-2019
William Joseph Cunningham JrPinnacle Wealth Planning Services, Inc.1st Global Capital Corp.06-07-2019
Bruce O Dye JrLPL Financial LLCWells Fargo Clearing Services, LLC$1106-07-2019
Brian Matthew ReesRaymond James Financial Services, Inc.Vantage Financial Group, Inc.06-07-2019
David Allen HammFortune Financial Services, Inc.Cetera Advisor Networks LLC06-06-2019
Robert Michael PhebusEdward JonesPruco Securities, LLC.06-05-2019
Todd Robert ReynoldsCitizens Securities, Inc.W&S Brokerage Services, Inc.06-04-2019
Francis William SenecoOberlin Financial International, LLCWorld Equity Group, Inc.06-03-2019
Todd N Tarney SrCUNA Brokerage Services, Inc.Nationwide Securities, LLC06-03-2019
Justin Eric KearnsAmeritas Investment Company, LLCFifth Third Securities, Inc.06-03-2019
John Calvin Barber JrAmeritas Investment Company, LLCLPL Financial LLC$2506-03-2019
Kent P Von Der VellenCetera Advisors LLCOneAmerica Securities, Inc.06-03-2019
Chad M DisbennettCambridge Investment Research Advisors, Inc.Royal Alliance Associates, Inc.06-03-2019
Matthew Nicholas CalmeHCM Wealth AdvisorsFidelity Personal and Workplace Advisors06-03-2019
Howard William VariLPL Financial LLCWells Fargo Advisors Financial Network, LLC$5005-31-2019
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Showing 1 to 25 of 521 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.