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
Neil Von MahoneyABW Advisors, LLCCAMBRIDGE WEALTH COUNSEL11-02-2012
Dennis Ryan OverstreetAE Wealth Management, LLCKeystone Wealth Advisors04-21-2016
Cam Taggart McClellanAilsa Capital, Inc.OMNI Brokerage, Inc.06-23-2011
Dennis Scott JacksonAllred Jackson Financial Planning, LLCBeacon Financial Planning, LLC08-11-2014
John Cody SaulpawAllstate Financial Services, LLCFBL Marketing Services, LLC05-31-2019
David Levern HansenAllstate Financial Services, LLCTransamerica Financial Advisors, Inc01-23-2019
Tyler Wayne EriksonAllstate Financial Services, LLCOneAmerica Securities, Inc.07-16-2018
Landon Blake EldredgeAllstate Financial Services, LLCPlanMember Securities Corporation02-13-2017
Terrance Dean BexellAllstate Financial Services, LLCSecurian Financial Services, Inc.10-28-2010
James Scott BlackAllstate Financial Services, LLCFarmers Financial Solutions, LLC04-14-2009
Mark Thompson WoodruffAlta Capital Management LLCGoldman Sachs & Co.09-09-2016
Robert Hilton CheneyAlta Capital Management LLCSMC CAPITAL MANAGEMENT, INC.03-31-2009
James Nels BergenAmerican Independent Securities Group, LLCJHS Capital Advisors, LLC$10010-01-2013
Steven Lundquist, Ryan Lundquist, Martin, VanamenAmeriprise Financial Services, Inc.Centaurus Financial, Inc.$9903-23-2018
Ron MasonAmeriprise Financial Services, Inc.RBC Wealth Management$7008-23-2018
Ronald Noel MasonAmeriprise Financial Services, Inc.RBC Capital Markets, LLC$5008-23-2018
Jeremy Stephen LeavittAmeriprise Financial Services, Inc.LPL Financial LLC06-07-2018
Darren Bruce HandleyAmeriprise Financial Services, Inc.Centaurus Financial, Inc.$2505-31-2018
Todd David HandleyAmeriprise Financial Services, Inc.MML Investors Services, LLC$2505-25-2018
Alexander Dale HancockAmeriprise Financial Services, Inc.MML Investors Services, LLC05-25-2018
Adam Bruce AndersonAmeriprise Financial Services, Inc.Edward Jones$15005-11-2018
Ronald Charles MillsAmeriprise Financial Services, Inc.LPL Financial LLC$2509-18-2017
Bart L HinerAmeriprise Financial Services, Inc.Morgan Stanley$1909-06-2017
Dorne HallAmeriprise Financial Services, Inc.MSI Financial Services$16002-03-2017
Lynne Alton AndersonAmeriprise Financial Services, Inc.MetLife Securities Inc.$10002-03-2017
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Showing 1 to 25 of 646 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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