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
Carl William Hess Jr.First Command Advisory ServicesFirst Command Financial Planning, Inc.12-15-2015
John N. OldhamFirst Command Advisory ServicesFirst Command Financial Planning, Inc.12-15-2015
Brad Howard Braithwaite Jr.First Command Advisory ServicesFirst Command Financial Planning, Inc.12-15-2015
Kenneth Roy ShookFirst Command Advisory ServicesFirst Command Financial Planning, Inc.12-15-2015
Charles Barfield DixonFirst Command Advisory ServicesFirst Command Financial Planning, Inc.12-15-2015
Eric Dean BrunkenFirst Command Advisory ServicesFirst Command Financial Planning, Inc.12-15-2015
Robert Andrew SilvaFirst Command Advisory ServicesFirst Command Financial Planning, Inc.12-15-2015
Ronald Stanley GarnerFirst Command Advisory ServicesFirst Command Financial Planning, Inc.12-15-2015
Rex CobbFirst Command Advisory ServicesFirst Command Financial Planning, Inc.12-15-2015
Thomas H. CrittendenFirst Command Advisory ServicesFirst Command Financial Planning, Inc.12-15-2015
Frederick James HerronFirst Command Advisory ServicesFirst Command Financial Planning, Inc.12-15-2015
Garret K. MessnerFirst Command Advisory ServicesFirst Command Financial Planning, Inc.12-15-2015
Erik P. MineoFirst Command Advisory ServicesFirst Command Financial Planning, Inc.12-15-2015
Cristopher Lee EttingerFirst Command Advisory ServicesFirst Command Financial Planning, Inc.12-15-2015
Jing Liu LisanbyFirst Command Advisory ServicesFirst Command Financial Planning, Inc.12-15-2015
Christopher Brian ChurchillFirst Command Advisory ServicesFirst Command Financial Planning, Inc.12-15-2015
Raquel Salas BramascoFirst Command Advisory ServicesFirst Command Financial Planning, Inc.12-15-2015
Alan Dale BisenieksFirst Command Advisory ServicesFirst Command Financial Planning, Inc.12-15-2015
Joseph Kent SpencerFirst Command Advisory ServicesFirst Command Financial Planning, Inc.12-15-2015
Nicholas John GilewitchFirst Command Advisory ServicesFirst Command Financial Planning, Inc.12-15-2015
Olivia Alysse FordeFirst Command Advisory ServicesFirst Command Financial Planning, Inc.12-15-2015
Zachary C. LoraineFirst Command Advisory ServicesFirst Command Financial Planning, Inc.12-15-2015
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Showing 226 to 247 of 247 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 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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