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.

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ronald Mark GeurkinkHilltop Securities Independent Network Inc.1st Global Capital Corp.11-16-2017
Brandon Heath VanlandinghamPerissos Private Wealth ManagementAccess Capital Management, Llc08-31-2015
Angela Renee O'KeefeA-Team Financial InvestmentsAccess Financial Group, Inc.08-21-2018
Tracy Jon McCaryTRAC Advisor Group, Inc.Access Financial Group, Inc.12-22-2015
James Joseph OplotnikAccess Advisory Group LLCAccess Financial Resources Inc.02-02-2009
Jared Clayton McCoyEdward JonesADP Broker-Dealer, Inc.01-12-2015
Michael R. SturmAmeriprise Financial Services, Inc.Allstate Financial Services, LLC10-26-2018
Royse Lee McCaslandLPL Financial LLCAllstate Financial Services, LLC08-09-2018
Michael StuberFarmers Financial Solutions, LLCAllstate Financial Services, LLC01-02-2018
Jeffrey M GortonBrookstone Capital Management LLCAlphaStar Capital Management, LLC05-19-2015
Tyler Scott ManessLPL Financial LLCAmeriprise Financial Services, Inc.01-15-2019
Brooklyn Hannah BrockSageOak Financial, LLCAmeriprise Financial Services, Inc.09-24-2018
Mark James GregoryVoya Financial Advisors, Inc.Ameriprise Financial Services, Inc.08-01-2013
Sky Brent RylantLPL Financial LLCAmeriprise Financial Services, Inc.$15010-10-2012
Kelly Ryan HewittMorgan StanleyAmeriprise Financial Services, Inc.10-17-2011
Paul Franklin MuretHD Vest Investment ServicesAmeriprise Financial Services, Inc.06-03-2011
Steven Royce RobinsonVoya Financial Advisors, Inc.Ameriprise Financial Services, Inc.$5001-28-2009
Mindy Ann CookCambridge Investment Research, Inc.Ameritas Investment Corp.04-17-2018
Jeff McElroy, Shawn PeschkeLPL Financial LLCArvest Asset Management$13502-15-2017
Timothy Don MillsFSC Securities CorporationArvest Wealth Management$15008-14-2018
Albert Byron Collingbourne IVEdward JonesArvest Wealth Management05-29-2018
Kenneth Elvin Giager IIIFirst Financial Equity CorporationArvest Wealth Management03-05-2018
Sherry Jean PraderAccess Financial Resources Inc.Arvest Wealth Management12-01-2016
Larry Dale EllisLPL Financial LLCArvest Wealth Management08-16-2016
Robert Allen ArmstrongSecurities America, Inc.Arvest Wealth Management$5003-16-2015
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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.

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