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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robert Frederick KaysSCF Investment Advisors, Inc.KMS Financial Services, Inc.08-31-2020
Richard Erwin MeyerLPL Financial LLCKMS Financial Services, Inc.$10005-11-2020
Gregory Samuel MeyerLPL Financial LLCKMS Financial Services, Inc.05-11-2020
Andrew M. KangasCoastal Equities, Inc.KMS Financial Services, Inc.10-23-2017
William Brent HamiltonWBH Financial Services, LLCKMS Financial Services, Inc.$2512-16-2015
Dean Everett EisenbraunLPL Financial LLCKMS Financial Services, Inc.12-12-2014
William Grant DiamondMML Investors Services, LLCKMS Financial Services, Inc.02-07-2014
John Andrew MarceliaLPL Financial LLCKMS Financial Services, Inc.$15011-19-2013
Larry Gene McClanahanSecondHalf Planning & Investment, LLCKMS Financial Services, Inc.$106-28-2013
Tyler Coughlin SimonesLPL Financial LLCKMS Financial Services, Inc.08-18-2011
Arnold Troy ReinhartNorthwest Quadrant Wealth ManagementKMS Financial Services, Inc.$10008-18-2011
Jonathan Clay BrandtJourney Tree Financial Planning & InvestmentsKMS Financial Services, Inc.05-17-2011
Jason Allen SmithHausman Advisors, LLCKMS Financial Services, Inc.$5006-16-2010
Gail Coulter HarrowerSII Investments, Inc.KMS Financial Services, Inc.11-16-2009

Showing 1 to 14 of 14 entries

Page 1

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.