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
Cal Daniel SmallwoodAusdal Financial Partners, Inc.Avantax Investment Services, Inc.11-11-2015
Lisa Rene CallowayCambridge Investment Research, Inc.Avantax Investment Services, Inc.01-23-2020
Angela Rae KunoCambridge Investment Research, Inc.Avantax Investment Services, Inc.05-16-2016
Duncan Trang PhamCetera Financial Specialists LLCAvantax Investment Services, Inc.05-21-2019
Nathan Ryan BitnerCharles Schwab & Co., Inc.Avantax Investment Services, Inc.$15002-03-2020
Jonathan Michael DoddCharles Schwab & Co., Inc.Avantax Investment Services, Inc.01-02-2020
Taylor Estevan HeifetzCharles Schwab & Co., Inc.Avantax Investment Services, Inc.04-05-2018
Charles William Crowl JrCommonwealth Financial NetworkAvantax Investment Services, Inc.$5006-18-2020
Frederick Palmer Mesch IICommonwealth Financial NetworkAvantax Investment Services, Inc.04-30-2018
Bobby L BurnsCPR Investments IncAvantax Investment Services, Inc.05-09-2018
Susan Obrien CurranCurran Financial Partners, LLCAvantax Investment Services, Inc.09-30-2015
Suresh Amthalal ShahDominion Investor Services, Inc.Avantax Investment Services, Inc.02-26-2019
Matthew William MilhollonEdward JonesAvantax Investment Services, Inc.09-08-2020
Steven Wayne HillEquitable Advisors, LLCAvantax Investment Services, Inc.04-21-2020
Matthew R SmithFidelity Brokerage Services LLCAvantax Investment Services, Inc.03-25-2020
Gregory Wallace RacheleFirst Financial ServicesAvantax Investment Services, Inc.04-16-2014
William David HamiltonHamilton Wealth ManagementAvantax Investment Services, Inc.12-03-2019
Michael Lavere AllredHamilton Wealth ManagementAvantax Investment Services, Inc.12-03-2019
Chad Alan SmithHeritage Financial PlanningAvantax Investment Services, Inc.04-23-2019
Sangtae ChangHSC Financial Services LLCAvantax Investment Services, Inc.06-05-2018
Tiffany Elise TippinsImpactful Wealth SolutionsAvantax Investment Services, Inc.04-01-2020
Scott Clifton KimpsonJ.P. Morgan Securities LLCAvantax Investment Services, Inc.09-23-2020
Saeed S BowensJ.P. Morgan Securities LLCAvantax Investment Services, Inc.10-23-2019
David N AcostaJ.P. Morgan Securities LLCAvantax Investment Services, Inc.$2510-20-2016
Billy Joe BralyKestra Investment Services, LLCAvantax Investment Services, Inc.01-05-2016
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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.