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
David William NettelUSAA Financial Advisors, Inc.Alamo Asset Advisors09-01-2011
Mitchell Troy SeabornUSAA Financial Advisors, Inc.Allstate Financial Services, LLC02-22-2010
Bobi Renee WilliamsUSAA Financial Advisors, Inc.Ameriprise Financial Services, Inc.$5004-07-2014
Charles Eldon GarnerUSAA Financial Advisors, Inc.Ameriprise Financial Services, Inc.$2501-31-2014
William Andrew BowlingUSAA Financial Advisors, Inc.Ameriprise Financial Services, Inc.$10010-11-2013
Shawn Michael MontagueUSAA Financial Advisors, Inc.Ameriprise Financial Services, Inc.09-13-2013
Andrew Bradley McClain IIUSAA Financial Advisors, Inc.Ameriprise Financial Services, Inc.$1004-29-2010
Daniel Bentley HendrenUSAA Financial Advisors, Inc.Ameriprise Financial Services, Inc.$10002-26-2009
Cynthia Silva MartinUSAA Financial Advisors, Inc.Ameritas Investment Corp.$1011-10-2011
John Patrick FlynnUSAA Financial Advisors, Inc.AXA Advisors, LLC05-19-2017
John D. Rothwell Jr.USAA Financial Advisors, Inc.AXA Advisors, LLC07-08-2016
Stephen C. DebellUSAA Financial Advisors, Inc.AXA Advisors, LLC09-04-2014
Michael D. ParteeUSAA Financial Advisors, Inc.AXA Advisors, LLC06-24-2012
John A. EnriquezUSAA Financial Advisors, Inc.BBVA Securities Inc.08-05-2014
Jeffrey Blake WoolfUSAA Financial Advisors, Inc.Capital One Investment Services LLC$5006-26-2012
Phillip Louis BozzoUSAA Financial Advisors, Inc.Cetera Advisor Networks LLC$1007-18-2011
Ryan Anthony SilakoskiUSAA Financial Advisors, Inc.Chase Investment Services Corp.$5006-25-2012
Carlos Jose CastroUSAA Financial Advisors, Inc.Chase Investment Services Corp.08-29-2011
Jesse F. AlonzoUSAA Financial Advisors, Inc.Chase Investment Services Corp.12-06-2010
Robert Michael PollockUSAA Financial Advisors, Inc.Chase Investment Services Corp.04-15-2010
Antonio Medrano IIIUSAA Financial Advisors, Inc.Citigroup Global Markets Inc.10-11-2013
Josheua Levi BurnsUSAA Financial Advisors, Inc.Citigroup Global Markets Inc.08-27-2013
Jason Trevor MungerUSAA Financial Advisors, Inc.Citigroup Global Markets Inc.07-23-2010
Samuel Clayton EmmersonUSAA Financial Advisors, Inc.Edward Jones04-01-2016
Brett A. LemkeUSAA Financial Advisors, Inc.Edward Jones03-24-2016
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Showing 1 to 25 of 83 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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