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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jacob Zeke RushtonAchieve Wealth AdvisorsWealth Navigation Advisors10-22-2014
Tanner Tessmer DanceAdams Wealth AdvisorsALLEGIS INVESTMENT ADVISORS, LLC10-10-2017
Steven Craig AdamsAdams Wealth AdvisorsAllegis Investment Advisors, LLC09-12-2017
Nicole Michelle FinamoreAdirondack Trading Group LLCAllstate Financial Services, LLC10-01-2012
Dennis Ryan OverstreetAE Wealth Management, LLCKeystone Wealth Advisors04-21-2016
Patrick Klein LunderganAlbion Financial GroupAXA Advisors, LLC08-20-2019
Braden Dewey JeppsenAlbion Financial GroupINVEX FINANCIAL, LLC10-17-2017
DAREN SPENCER WRIGHTALLEGIS INVESTMENT ADVISORS, LLCGARDA FINANCIAL03-09-2017
Ryan Christian O'SheaAllegis Investment Advisors, LLCGarda Financial02-27-2017
Paul Gordon EwellAllegis Investment Advisors, LLCLee Miles LLC12-05-2016
Larry Edwin MatsonAllegis Investment Advisors, LLCParkland Securities, LLC01-04-2016
Jacob Zeke RushtonAllegis Investment Advisors, LLCAchieve Wealth Advisors10-19-2015
Dan Eugene JessopAllegis Investment Advisors, LLCStratos Wealth Partners, Ltd08-04-2015
TANNER TESSMER DANCEALLEGIS INVESTMENT ADVISORS, LLCStratos Wealth Partners, Ltd07-02-2015
Steven Craig AdamsAllegis Investment Advisors, LLCStratos Wealth Partners, Ltd06-26-2015
Christopher Gammell HedquistAllegis Investment Advisors, LLCArete Wealth Management, LLC11-13-2013
MATTHEW TAYLOR HOSKINSALLEGIS INVESTMENT ADVISORS, LLCMetLife Securities Inc.02-21-2013
MICHAEL BOOTH LITTLEDIKEALLEGIS INVESTMENT ADVISORS, LLCCAPITA FINANCIAL NETWORK, LLC02-12-2013
Brandon Curt StimpsonAllegis Investment Advisors, LLCSymetra Investment Services, Inc.05-04-2012
Jason Robert JonesAllegis Investment Advisors, LLCSymetra Investment Services, Inc.02-09-2012
Justin Thomas PasseyAllegis Investment Services, LLCHornor, Townsend & Kent, LLC$10011-24-2017
Joseph Earl PondAllegis Investment Services, LLCSecurian Financial Services, Inc.03-01-2017
Laura Diana HadleyAllegis Investment Services, LLCTransamerica Investors Securities Corporation02-03-2017
Charles Ryan DunnAllegis Investment Services, LLCPark Avenue Securities LLC$10008-03-2016
David Scott BunnellAllegis Investment Services, LLCMutual Securities, Inc.$10007-01-2016
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Showing 1 to 25 of 1,429 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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