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
Samuel Joseph DetkeMerrill Lynch, Pierce, Fenner & Smith IncorporatedWaddell & Reed11-07-2018
Daniel Vladimirovich ZamoshnikovKey Investment Services LLCWaddell & Reed09-20-2018
Aimee Kirsten ButlerMerrimanWaddell & Reed03-02-2018
Steven James EstesLPL Financial LLCWaddell & Reed$5011-16-2017
Christopher Walter RicePark Avenue Securities LLCWaddell & Reed10-31-2017
Michael Charles SnowPruco Securities, LLC.Waddell & Reed10-23-2017
Christopher Michael WebbWells Fargo Clearing Services, LLCWaddell & Reed09-01-2017
Diana Liliana WojcikJ.P. Morgan Securities LLCWaddell & Reed08-16-2017
Leo Charles ClarkeAmeriprise Financial Services, Inc.Waddell & Reed07-28-2017
Lindsey Taylor SimmonsU.S. Bancorp Investments, Inc.Waddell & Reed04-18-2017
Jay Anthony EdwardsMML Investors Services, LLCWaddell & Reed03-27-2017
Joseph Patrick MichielsenVoya Financial Advisors, Inc.Waddell & Reed03-23-2017
Eric Jonathan RungeLPL Financial LLCWaddell & Reed03-21-2017
Noah Lewis ZamudioArnerich Massena, Inc.Waddell & Reed01-19-2017
Patrick E CrowellCUSO Financial Services, L.P.Waddell & Reed01-11-2017
Jeffrey Byron MermilliodCambridge Investment Research, Inc.Waddell & Reed01-03-2017
Parker Russell HardtKey Investment Services LLCWaddell & Reed10-26-2016
Nicholas Paul Anthony RubeoU.S. Bancorp Investments, Inc.Waddell & Reed08-17-2016
Scott Douglas CramerCUSO Financial Services, L.P.Waddell & Reed07-27-2016
Nancy Lynn BeaudryU.S. Bancorp Investments, Inc.Waddell & Reed04-25-2016
Benjamin Lane HopperKey Investment Services LLCWaddell & Reed02-19-2016
Christopher Charles ArnettLPL Financial LLCWaddell & Reed05-11-2015
Jonathan Edward KahrsInteractive Wealth AdvisorsWaddell & Reed10-07-2014
Robert Michael Stewart Menzies Jr.Pembroke Asset Advisors, LLCWaddell & Reed09-30-2014
Richard Wesley Fisher Jr.Morgan StanleyWaddell & Reed04-01-2014
Next Page »

Showing 1 to 25 of 36 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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